Transforming: Tales of Business Evolution
AICPA & CIMAThe Small Firms Philosophy podcast has become "Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspir... more
| Publishes | Infrequently | Episodes | 126 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsManagementBusinessNews | |||
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Latest Episodes
Many firm leaders are evaluating their ownership and capital models, which includes considering the option of bringing in outside strategic investors. But many firms continue to choose independence as a strategic path.
In this episode, Andrea Wrig... more
In this episode, Laura Crowley, Partner at Citrin Cooperman and member of the AICPA's Women's Initiatives Executive Committee, and Mandy Gallagher, Lead Manager of Women's Initiatives at the AICPA, discuss what it really takes to build a firm where w... more
What does successful growth really look like for today's firms? In this episode, Sarah Krom, CPA, MST, Managing Partner of SKC & Co. CPAs, LLC, explores how firm leaders can scale intentionally without sacrificing culture, people, or purpose.
Sarah... more
Lauren Baptiste, founder of Acheloa Wellness, explores how burnout is more than just exhaustion; it's a systemic challenge affecting professionals at every level.
Lauren highlights the new PCPS Burnout Prevention Toolkit, a practical resource desig... more
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- Needs a reset
Surprising that 2 firms chosen for the MAP benchmarking episode each have Revenue/FTE under $125K. Pick top performers or those trending/near top performer category and highlight their journey and keys to success. Nothing wrong with small firms. There is something fundamentally wrong with firms masquerading as businesses but are underpaid jobs with uncompensated business risks —- not something the industry should be modeling or highlighting.
Apple Podcasts2keithe1966
United States6 months ago - Real world practical advice
This is a super easy podcast to listen to - it's down to earth and packed with advice from real CPAs with real experiences to learn from. Keep up the great work Brad!
Apple Podcasts5GeraldineDcarterUnited States5 years ago - Big thinking for small firms
Easily one of the most genuine and value-packed podcasts for accountants of any stage. Brad and his guests offer perceptive conversations peppered with priceless knowledge. 🙏
Apple Podcasts5Arlie KUnited States6 years ago
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
The show focuses on how accounting and professional services firms transform their operating models, governance, technology adoption, and culture to scale responsibly. Episodes frequently explore governance changes, burnout prevention, data-driven growth, offshore and AI-enabled workflows, and client-centric service design, with practical frameworks and tools that leaders can apply in mid-size to small firms. A notable strength is bringing practitioner-turned-coaches, technologists, and firm leaders to share real-world, actionable lessons for sustainable growth and wellbeing. This mix makes it valuable for firm owners, partners, and executives seeking to modernize operations, improve governance, and foster healthier work cultures while main... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Tax Section Odyssey
2. AICPA Town Hall
3. Journal of Accountancy Podcast
4. AICPA Personal Financial Planning (PFP)
5. CPA Trendlines Podcasts
How many episodes of this podcast are there?
this podcast launched 8 years ago and published 126 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Andrea Wright
2. Laura Crowley
3. Mandy Gallagher
4. Sarah Krom
5. Lauren Baptiste
6. Kelly Roars
7. Randy Crabtree
8. Argil Sabio
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