Small Firm Philosophy

Hitting the right notes in small firm client service

June 28, 2021 19:50 - 12 minutes - 17.6 MB

How did small firms keep up with the Paycheck Protection Program (PPP), Economic Injury Disaster Loan (EIDL) and other business relief programs to support their clients’ needs? Listen as Steven “The Singing CPA” Zelin, CPA shares how he and his staff educated themselves and assisted their clients during the pandemic and beyond. Resources mentioned in this episode: AICPA Town Hall Series SBA Paycheck Protection Program (PPP) resources for CPAs To learn more about Steven, please visit ...

Small firm tax season recap

June 10, 2021 00:22 - 25 minutes - 35.3 MB

How did small firms cope with another tax season layered with business relief efforts, COVID, and filing extensions? Listen as Carl Peterson, CPA, CGMA, the AICPA’s Vice President of Small Firms, shares practitioner insights into tax season and where small firms are heading now. PCPS resources mentioned in this episode: Register for the June 23 Small Firm Update Take the Top Issues Survey today! Where opportunity meets value: Business model trends for accounting advisory surveys To...

Advancing diversity, equity, and inclusion in small firms

May 27, 2021 13:10 - 32 minutes - 44.9 MB

Do you want to promote Diversity, Equity, and Inclusion (DEI) efforts in your firm but don’t know where to start? Listen as Crystal Cooke, Director of the Association’s member-facing Diversity & Inclusion team shares tips, resources, and experiences to help firms advance their DEI efforts. Resources mentioned in this episode: AICPA Diversity and Inclusion Initiatives PCPS Diversity and Inclusion Toolkit The Business Case for Diversity and Inclusion Firm Competency Model Establ...

Work on your firm now, retire well later

May 13, 2021 19:52 - 33 minutes - 45.8 MB

“Succession is easy. It’s a byproduct of running your business well.” Hear this and more practical information as the Succession Institute’s Bill Reeb, CPA and Tommye Barre, CPA discuss the high-level results from the PCPS and Succession Institute Succession Planning Survey. Resources mentioned in this episode: Succession Planning Resource Center Succession Planning Survey Webcasts PCPS Networking Groups Top Issues Survey Growing a Practice in a Pandemic Note: If your podca...

Listen to your clients, grow your firm to meet their needs

April 28, 2021 14:31 - 31 minutes - 43.5 MB

Does the thought of starting a new business line keep you up at night? Are you trying to grow your firm but don’t know where to start? Hear how REDW’s Steve Cogan, CPA, managing principal, and Mike Allen, CPA, principal, grew the firm by listening to their clients’ needs and expanding their service offerings. Resources mentioned in this episode: Trusted Client Advisor Toolbox Creating a One Page Strategic Plan Note: If your podcast app does not hyperlink to resources, visit https://a...

Step out of your comfort zone, connect with the profession

April 14, 2021 15:32 - 28 minutes - 40 MB

Does the thought of speaking in public cause you stress? Do you want to get more involved in the profession but don’t know where to start? Hear how Luke Selvig, CPA and Manager with Boyum Barenscheer went from a reluctant, after work networker to committee chair and speaking in front of hundreds of people. Resources mentioned in this episode: Firm Competency Model PCPS Firm inMotion e-Toolkit Networking Policy and Procedures Template Networking Preparation and Tips Relation...

Establish the next generation of diverse CPAs

March 31, 2021 17:16 - 15 minutes - 21.5 MB

Do you have difficulty finding, retaining, and developing ethnically diverse talent? The PCPS George Willie Ethnically Diverse Student Scholarship & Internship connects PCPS member firms with ethnically diverse accounting students. Tairu Jozaitus, Intern and Michael Jamison, CPA, President - OnTarget CPA, are current participants. Hear their experiences and how diversity initiatives are being advanced through this scholarship program. Learn more about the George Willie Ethnically Divers...

In celebration of women’s history month – supporting women’s initiatives in ALL firms

March 17, 2021 13:38 - 22 minutes - 31.4 MB

Jacquelyn Tracy, CPA, CGMA Co-Founder of Mandel & Tracy, LLC is the Chair of the AICPA's Women's Initiatives Executive Committee (WIEC). Listen as she discusses available resources and toolkits for supporting women's initiatives and the positive impact they have on a firm. Resources mentioned in the show: Supporting You in Women’s Initiatives Start A Women’s Initiative Program Connect with Women in the Profession CPA Firm Sponsorship Success Toolkit Women’s Global Leaders...

How COVID has affected small firms

March 03, 2021 15:29 - 29 minutes - 41 MB

How did 2020 small firm net revenue compare to 2019? How are small firms adjusting their real estate footprint post-COVID? Are small firms planning to decrease or increase hiring in 2021? Hear the answers to these questions and others as Carl Peterson, CPA, CGMA, the AICPA's Vice President of Small Firms, provides the results to the January 2021 AICPA pulse survey. PCPS resources mentioned in this episode: Office Reopening Resources Client Disengagement Letter Succession Planning R...

Multiple Service Offerings from One Small Firm

February 18, 2021 16:29 - 32 minutes - 44.4 MB

David Peters, CPA, CFP is the Founder and Owner of Richmond, VA-based David Peters Financial Group. Hear how David and his firm’s multiple service offerings has developed closer and more meaningful client relationships. PCPS resources mentioned in this episode: From Administrative Assistant to COO Manager Moving up to Partner To learn more about PCPS, sign up for a free web tour. To learn more about David, please visit David Peters Financial Group.

Growing a Practice in a Pandemic

February 03, 2021 11:30 - 24 minutes - 33.5 MB

Amanda Gessner, CPA, CFE is a Manager with North Dakota-based Schmitz-Holmstrom, CPA (S-H). Instead of just surviving the pandemic, Amanda and S-H are in growth mode. Hear how S-H is growing their practice, both organically AND through an acquisition, during a global pandemic. To learn more about firm mergers, valuation, and more, please visit the PCPS Succession Planning Guide & Tools section. To learn more about PCPS and the customizable tools and resources we develop for firms, sign ...

Embracing Value Pricing in a Small CPA Firm

January 20, 2021 11:30 - 31 minutes - 43 MB

When Victor Amaya, CPA and his Partner founded their practice, they embraced the value pricing model. Hear how they challenged the traditional CPA firm model and built a practice based on transparency and open client communication.

Manager moving up to Partner

December 16, 2020 11:30 - 20 minutes - 28.7 MB

Amy Swartzfager, CPA, MBA was hired as a Manager by Maloney, Reed, Scarpitti & Company, LLP (MRS) with the intention of training her as Partner. Hear how Amy navigates her career path and MRS follows their succession plan. About Maloney, Reed, Scarpitti and Co. Maloney, Reed, Scarpitti and Co.

Tips for successfully hiring and onboarding virtually

December 02, 2020 11:30 - 13 minutes - 19 MB

Donny Shimamoto is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm that has successfully been hiring and onboarding staff virtually for years now. Hear what Donny’s implemented at his firm and what tips he has for firms new to virtual hiring and onboarding. About IntrapriseTechKnowlogies, LLC: IntrapriseTechKnowlogies, LLC AICPA Resources: AICPA Small Firms Small Firm Update – December 3, 2020 Mentioned in this episode: Motivosity.com

Winning Strategies from a Women-Owned Law Firm

November 12, 2020 11:30 - 36 minutes - 50.9 MB

Nukk-Freeman & Cerra, P.C. is boutique, women-owned law firm with offices in New York, New Jersey and California. Suzanne Cerra, Esq., Co-Founder and Partner and Robin Rome, Esq., Partner, share their insights into creating an award-winning culture and growing a successful practice. About Nukk-Freeman & Cerra, P.C.: Nukk-Freeman & Cerra, P.C. https://www.linkedin.com/company/nukk-freeman-&-cerra/ AICPA Resources: Small Firm Update – December 3, 2020 AICPA Outstanding Young CPA Awa...

From Administrative Assistant to COO

October 28, 2020 10:30 - 32 minutes - 44.8 MB

Rita Keller worked her way up the ranks from Administrative Assistant to Chief Operating Officer. In the process, she was instrumental in growing the firm from nine staff members to more than 150 and was named one of the Top 100 Most Influential People in Accounting and The Most Powerful Women in Accounting by Accounting Today. Listen to her story and gain valuable insight in navigating your career and growing a practice. About Rita: Keller Advisors, LLC https://twitter.com/cpamanagemen...

The evolution of remote work

October 14, 2020 10:30 - 23 minutes - 32.7 MB

Anita Dennis from Dennis Communications, LLC first began writing about virtual Public Accounting firms in 1997. She shares her thoughts on what firms were doing in the late 90s and the parallels to today. Mentioned in this episode: Distributed by Design – A New Way of Working PCPS George Willie Ethnically Diverse Student Scholarship & Internship PPP Loan Forgiveness Calculator AICPA Town Hall Series Web tour sign up Connect with the guest: Dennis Communications, LLC Anita...

Navigating everyday business in extraordinary times

September 30, 2020 10:30 - 29 minutes - 41 MB

Adam Shay, CPA and Managing Partner and Richard Pasquantonio, CPA, CFF, CFE, CFDA and Director – Dispute Services of Adam Shay CPA, PLLC discuss operations, business development, and hiring in the extraordinary times. Mentioned in this episode: AICPA Town Hall Series Adam Shay CPA, PLLC https://twitter.com/adamshay https://www.linkedin.com/in/theadamshay https://www.linkedin.com/in/richardpasquantonio/

Networking in a remote environment

September 16, 2020 10:30 - 23 minutes - 33.3 MB

Lorraine Ellison is the owner of Simply Additions, a virtual accountancy firm in the UK. While the COVID-19 pandemic has elevated the need for Lorraine’s expertise and guidance within her existing client base, she’s also discovering ways to find and assist prospective clients. Hear how she has successfully continued networking in the required remote environment. Mentioned in this episode: http://simply-additions.com/

Creating successful environment for working parents during COVID-19

September 02, 2020 10:30 - 11 minutes - 16.5 MB

With COVID-19 keeping school-aged kids at home, working parents are trying to navigate working and parenting in the same space. Award-winning Kaiser Consulting has implemented a handful of initiatives to help their parents on staff with these issues. Lori Kaiser, CEO and Founder of the firm, shares what has worked with their staff. Mentioned in this episode: Kaiser Consulting.com AICPA Small Firm resources

Growing and developing staff without being in the office together

August 26, 2020 10:30 - 15 minutes - 22.2 MB

Firms of all size are struggling with how to develop and grow their staff in this remote environment. But small firms that may be used to having especially close-knit offices have been particularly impacted. Erin Roche, Team Lead at Elliott CPA Group, Inc. shares what her firm is doing to address this issue and offers advice for small firms who are struggling in this area. Mentioned in this episode: PCPS Performance Management toolkit Elliott CPA Group, Inc.

Creating an award-winning firm culture

August 12, 2020 10:30 - 25 minutes - 35.3 MB

Victor Ramsauer, CPA, President and CEO and Sue Watson, EVP and COO of LevitZacks Certified Public Accountants share their insights on being ranked the 2019 Best Small Firm to Work For in the United States by Accounting Today. Mentioned in this episode: LevitZacks Certified Public Accountants AICPA Leadership Academy

Increasing profession diversity one firm at a time

July 29, 2020 10:30 - 18 minutes - 25.7 MB

CPA firms of all sizes understand the business case for developing a diverse team. But many firms are challenged to find, retain and develop ethnically diverse talent. Learn how PCPS partnered with five firms, including Kreischer Miller and Cover & Rossiter, to connect them with promising accounting majors of ethnically diverse backgrounds and hear how your firm can apply for the program. Learn more about the PCPS George Willie Ethnically Diverse Student Scholarship & Internship Program ...

27. Increasing profession diversity one firm at a time

July 29, 2020 10:30 - 18 minutes - 25.7 MB

CPA firms of all sizes understand the business case for developing a diverse team. But many firms are challenged to find, retain and develop ethnically diverse talent. Learn how PCPS partnered with five firms, including Kreischer Miller and Cover & Rossiter, to connect them with promising accounting majors of ethnically diverse backgrounds and hear how your firm can apply for the program. Learn more about the PCPS George Willie Ethnically Diverse Student Scholarship & Internship Program ...

Turning a passion for helping into a business

July 01, 2020 10:30 - 17 minutes - 24 MB

Andrew Jordan, CPA, is the seriously passionate about giving back. He shares how his start down the “typical CPA path” turned into owning his own firm that puts clients at the forefront of everything they do. Learn more about Jordan CPA Services at www.jordancpaservices.com Additional resources: PERMA is available at com/perma-model/ AICPA COVID-19 Resource Center is available at AICPA.org/COVID19

26. Turning a passion for helping into a business

July 01, 2020 10:30 - 18 minutes - 25.5 MB

Andrew Jordan, CPA, is the seriously passionate about giving back. He shares how his start down the “typical CPA path” turned into owning his own firm that puts clients at the forefront of everything they do. Learn more about Jordan CPA Services at www.jordancpaservices.com Additional resources: PERMA is available at com/perma-model/ AICPA COVID-19 Resource Center is available at AICPA.org/COVID19

Pivoting in a pandemic: Success stories from a CPA firm (part 2)

June 19, 2020 10:30 - 20 minutes - 28 MB

Lexy Kessler, CPA, CGMA is the Partner-In-Charge of Aronson LLC’s Government Contract Services Group in Washington, DC. Lexy shares her firm’s successes and surprises in their journey to working remotely during the COVID-19 pandemic. Learn more about Aronson LLC at www.aronsonllc.com. Learn more about Lexy at https://www.linkedin.com/in/lexykessler.

25. Pivoting in a pandemic: Success stories from a CPA firm (part 2)

June 19, 2020 10:30 - 20 minutes - 28 MB

Lexy Kessler, CPA, CGMA is the Partner-In-Charge of Aronson LLC’s Government Contract Services Group in Washington, DC. Lexy shares her firm’s successes and surprises in their journey to working remotely during the COVID-19 pandemic. Learn more about Aronson LLC at www.aronsonllc.com. Learn more about Lexy at https://www.linkedin.com/in/lexykessler.

Pivoting in a pandemic: Success stories from a CPA firm (part 1)

June 17, 2020 10:30 - 22 minutes - 30.6 MB

Karen Stanley, CPA and Audit Partner with Langdon & Company, LLP in Garner, NC shares her firm’s successes and surprises in their journey from a traditional, local CPA firm to working remotely during the COVID-19 pandemic. Learn more about Langdon & Company, LLP at www.langdoncpa.com.

24. Pivoting in a pandemic: Success stories from a CPA firm (part 1)

June 17, 2020 10:30 - 22 minutes - 30.6 MB

Karen Stanley, CPA and Audit Partner with Langdon & Company, LLP in Garner, NC shares her firm’s successes and surprises in their journey from a traditional, local CPA firm to working remotely during the COVID-19 pandemic. Learn more about Langdon & Company, LLP at www.langdoncpa.com.

23. Planning for #CPAworlddomination

June 03, 2020 10:30 - 30 minutes - 41.6 MB

Liz Mason, CPA is a serial-entrepreneur. Her passion for accounting started when she was just seven years old and now has successfully launched four brands in the accounting, tax, and HR space. She shares the story of what got her here and what’s next for her plan of #CPAworlddomination. Learn more about High Rock Accounting at highrock.co. Information about High Rock’s Nucleus program is available at nucleus.highrock.co.

Planning for #CPAworlddomination

June 03, 2020 10:30 - 30 minutes - 41.6 MB

Liz Mason, CPA is a serial-entrepreneur. Her passion for accounting started when she was just seven years old and now has successfully launched four brands in the accounting, tax, and HR space. She shares the story of what got her here and what’s next for her plan of #CPAworlddomination. Learn more about High Rock Accounting at highrock.co. Information about High Rock’s Nucleus program is available at nucleus.highrock.co.

The secret to finding the perfect “work life blend”

May 20, 2020 10:00 - 25 minutes - 35.2 MB

Jeff Wilson II, CPA, PFS, CFE, CGMA, CDFA® started his career at a Big 4 firm and now has his own firm with seven people on staff. He talks about his path to becoming a firm owner, the struggles he overcame and the advice he’d give to himself if he were starting over. Learn more about Jeff’s firm at wiicpas.com.

22. The secret to finding the perfect “work life blend”

May 20, 2020 10:00 - 25 minutes - 35.2 MB

Jeff Wilson II, CPA, PFS, CFE, CGMA, CDFA® started his career at a Big 4 firm and now has his own firm with seven people on staff. He talks about his path to becoming a firm owner, the struggles he overcame and the advice he’d give to himself if he were starting over. Learn more about Jeff’s firm at wiicpas.com.

Owning and managing three businesses

May 06, 2020 10:30 - 36 minutes - 49.9 MB

Christine DeAngelis, CPA is a working mom who owns three businesses. She talks about her journey from marketing student to CPA to CEO, and everything in between. Christine's businesses: epiphanygroupinc.com cultivateconsulting.co bamboowellness.isagenix.com

21. Owning and managing three businesses

May 06, 2020 10:30 - 36 minutes - 49.9 MB

Christine DeAngelis, CPA is a working mom who owns three businesses. She talks about her journey from marketing student to CPA to CEO, and everything in between. Christine's businesses: epiphanygroupinc.com cultivateconsulting.co bamboowellness.isagenix.com

20. Managing a virtual firm with Josh Lance, CPA, CGMA

April 22, 2020 11:00 - 27 minutes - 38.1 MB

Josh Lance, CPA, CGMA, shares his insights about running a completely virtual practice, covering everything from how he hires the right staff to where the mail gets delivered. Additional resources discussed in the episode: PCPS “Remote team building and culture” toolkit “It Doesn't Have to Be Crazy at Work” by Jason Fried & David Heinemeier Hansson “Remote: Office Not Required” by Jason & David Heinemeier Hansson Lance CPA Group

20. Managing a virtual firm

April 22, 2020 11:00 - 27 minutes - 38.1 MB

Josh Lance, CPA, CGMA, shares his insights about running a completely virtual practice, covering everything from how he hires the right staff to where the mail gets delivered. Learn more about Josh's firm at lancecpa.com. Additional resources: PCPS "Remote team building and culture" toolkit at AICPA.org/PCPS "It Doesn't Have to Be Crazy at Work" by Jason Fried & David Heinemeier Hansson "Remote: Office Not Required" by Jason & David Heinemeier Hansson

Managing a virtual firm

April 22, 2020 11:00 - 27 minutes - 38.1 MB

Josh Lance, CPA, CGMA, shares his insights about running a completely virtual practice, covering everything from how he hires the right staff to where the mail gets delivered. Learn more about Josh's firm at lancecpa.com. Additional resources: PCPS "Remote team building and culture" toolkit at AICPA.org/PCPS "It Doesn't Have to Be Crazy at Work" by Jason Fried & David Heinemeier Hansson "Remote: Office Not Required" by Jason & David Heinemeier Hansson

Mindfulness matters: Reimagine your approach to busy season (Part 6)

April 06, 2020 20:32 - 14 minutes - 20.1 MB

When you multitask, you might think you're getting more done. In reality, you spend more time on the jobs than you would if you focused on each separately and completely. Getting in the present and ignoring distractions will help you focus on what you need to do. Working on one activity at a time will make you more productive. This meditation will show you how.

#19 Mindfulness matters: Reimagine your approach to busy season (Part 6)

April 06, 2020 20:32 - 14 minutes - 20.1 MB

When you multitask, you might think you're getting more done. In reality, you spend more time on the jobs than you would if you focused on each separately and completely. Getting in the present and ignoring distractions will help you focus on what you need to do. Working on one activity at a time will make you more productive. This meditation will show you how.

19. Mindfulness matters: Reimagine your approach to busy season (Part 6)

April 06, 2020 20:32 - 14 minutes - 20.1 MB

When you multitask, you might think you're getting more done. In reality, you spend more time on the jobs than you would if you focused on each separately and completely. Getting in the present and ignoring distractions will help you focus on what you need to do. Working on one activity at a time will make you more productive. This meditation will show you how.

AICPA presents Small Firm Philosophy

April 01, 2020 16:45 - 58 seconds - 1.71 MB

The AICPA's Small Firm Philosophy shares big ideas about small firms. You'll hear from leaders of small accounting firms about their philosophies on running a successful practice in today's rapidly changing environment.

18. Mindfulness matters: Reimagine your approach to busy season (Part 5)

March 18, 2020 20:00 - 11 minutes - 15.5 MB

What’s happening inside you? Most of us are only aware of what’s happening on the surface. Through meditation, you can better connect to your body and mind. The understanding that results from this exploration can inform the experience you create for others, making you more receptive, calm and accepting. Your work and your personal life will both benefit.

#18 Mindfulness matters: Reimagine your approach to busy season (Part 5)

March 18, 2020 20:00 - 11 minutes - 15.5 MB

What’s happening inside you? Most of us are only aware of what’s happening on the surface. Through meditation, you can better connect to your body and mind. The understanding that results from this exploration can inform the experience you create for others, making you more receptive, calm and accepting. Your work and your personal life will both benefit.

Mindfulness matters: Reimagine your approach to busy season (Part 5)

March 18, 2020 20:00 - 11 minutes - 15.5 MB

What’s happening inside you? Most of us are only aware of what’s happening on the surface. Through meditation, you can better connect to your body and mind. The understanding that results from this exploration can inform the experience you create for others, making you more receptive, calm and accepting. Your work and your personal life will both benefit.

Small Firm Philosophy

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