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 | Monthly | Episodes | 130 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessBusiness NewsNews | |||
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Latest Episodes
As the profession evolves, accounting firms are reexamining assumptions that have guided their business models for decades. In this episode, Lisa Simpson, CPA, CGMA, Vice President of Firm Services at the AICPA®, talks with Chase Carpenter, Chief Ex... more
What if the key to firm growth is not working harder but building the right structures to make growth intentional? Morgan Cooper, Marketing Director, and Jeff Jacobs, Director of Development, both at Wilkins Miller LLC, explore how marketing and bus... more
The talent landscape is changing — and firms and organizations that adapt will have a competitive advantage. In this episode, Lexi Weber, CPA, Senior Manager – Emerging Professionals Initiatives, sits down with George Forsyth, CPA, Managing Partner o... more
Recorded live at the AICPA's ENGAGE 2026, Erin Hartman, CPA, Senior Manager – Firm Services, sits down with Cheryl Rhode, CPA, Partner at West Rhode & Roberts, where she explains how she is intentionally developing the next generation of firm leaders... 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 States9 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?
A practical, practitioner-focused show exploring how small to mid-sized firms evolve through governance, technology, talent, and client strategy. Episodes repeatedly highlight talent development, burnout prevention, disciplined growth, and the smart use of data (MAP benchmarking, AI, analytics) to drive profitable transformation. Guests range from small-firm owners to leading industry professionals, sharing actionable tactics (staff development, onboarding, budgeting for busy seasons, remote/virtual operations) and governance changes that scale. The program often emphasizes sustainable cultures, transparent governance, and the practical realities of running modern CPA firms, making it useful for listeners who manage or aim to scale professi... 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. Journal of Accountancy Podcast
3. AICPA Town Hall
4. AICPA Personal Financial Planning (PFP)
5. Accounting Today Podcast
How many episodes of this podcast are there?
this podcast launched 8 years ago and published 130 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. Morgan Cooper
2. Jeff Jacobs
3. George Forsyth
4. Cheryl Rhode
5. Andrea Wright
6. Laura Crowley
7. Mandy Gallagher
8. Sarah Krom
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