Small Firm Philosophy
148 episodes - English - Latest episode: 3 months ago - ★★★★★ - 4 ratingsThe AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.
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Episodes
#16 Mindfulness matters: Reimagine your approach to busy season (Part 3)
February 19, 2020 14:48 - 15 minutes - 21 MBYour internal wellness can affect the people around you, as well as how you feel about them. In this meditation, called a “loving kindness” meditation, you’ll get better centered and able to show up for your day with the energy you want.
16. Mindfulness matters: Reimagine your approach to busy season (Part 3)
February 19, 2020 14:48 - 15 minutes - 21 MBYour internal wellness can affect the people around you, as well as how you feel about them. In this meditation, called a “loving kindness” meditation, you’ll get better centered and able to show up for your day with the energy you want.
15. Mindfulness matters: Reimagine your approach to busy season (Part 2)
February 06, 2020 18:54 - 15 minutes - 21.7 MBTrying to do too much at once can sap your energy. If you’re multitasking or not allowing yourself enough of a break between tasks, you could be robbing yourself of much-needed focus. This meditation helps you regain focus and improve your productivity.
Mindfulness matters: Reimagine your approach to busy season (Part 2)
February 06, 2020 18:54 - 15 minutes - 21.7 MBTrying to do too much at once can sap your energy. If you’re multitasking or not allowing yourself enough of a break between tasks, you could be robbing yourself of much-needed focus. This meditation helps you regain focus and improve your productivity.
#15 Mindfulness matters: Reimagine your approach to busy season (Part 2)
February 06, 2020 18:54 - 15 minutes - 21.7 MBTrying to do too much at once can sap your energy. If you’re multitasking or not allowing yourself enough of a break between tasks, you could be robbing yourself of much-needed focus. This meditation helps you regain focus and improve your productivity.
#14 Mindfulness matters: Reimagine your approach to busy season (Part 1)
January 22, 2020 15:51 - 17 minutes - 24.1 MBUnderstand mindfulness and what it means in the context of a busy time at work. Reducing your stress, increasing your awareness without judgement and your presence in the moment are the goals of this guided meditation. The result? You can enjoy a productive day while also being aware of and mastering your emotions.
14. Mindfulness matters: Reimagine your approach to busy season (Part 1)
January 22, 2020 15:51 - 17 minutes - 24.1 MBUnderstand mindfulness and what it means in the context of a busy time at work. Reducing your stress, increasing your awareness without judgement and your presence in the moment are the goals of this guided meditation. The result? You can enjoy a productive day while also being aware of and mastering your emotions.
Mindfulness matters: Reimagine your approach to busy season (Part 1)
January 22, 2020 15:51 - 17 minutes - 24.1 MBUnderstand mindfulness and what it means in the context of a busy time at work. Reducing your stress, increasing your awareness without judgement and your presence in the moment are the goals of this guided meditation. The result? You can enjoy a productive day while also being aware of and mastering your emotions.
#13 Staying ahead of accounting standards changes with Wilson Ivanova CPAs
January 17, 2020 19:15 - 22 minutes - 30.4 MBMatthew Wilson, CPA, CGMA and Maya Ivanova, CPA, CGMA of Wilson Ivanova CPAs share advice on how to stay up-to-speed on accounting standards changes that are effective or will soon be effective.
Staying ahead of accounting standards changes
January 17, 2020 19:15 - 22 minutes - 30.4 MBMatthew Wilson, CPA, CGMA and Maya Ivanova, CPA, CGMA of Wilson Ivanova CPAs share advice on how to stay up-to-speed on accounting standards changes that are effective or will soon be effective.
13. Staying ahead of accounting standards changes
January 17, 2020 19:15 - 22 minutes - 30.4 MBMatthew Wilson, CPA, CGMA and Maya Ivanova, CPA, CGMA of Wilson Ivanova CPAs share advice on how to stay up-to-speed on accounting standards changes that are effective or will soon be effective.
12. Getting started with value pricing (Part 3)
October 08, 2019 16:41 - 21 minutes - 29.8 MBBritish management accountant, Barry Dovey, FCMA, CGMA, shares how offering a menu of services can help firms reduce hours and add value for their clients.
#12 Getting started with value pricing: Part 3 with Barry Dovey, FCMA, CGMA
October 08, 2019 16:41 - 21 minutes - 29.8 MBBritish management accountant, Barry Dovey, FCMA, CGMA, shares how offering a menu of services can help firms reduce hours and add value for their clients.
Getting started with value pricing (Part 3)
October 08, 2019 16:41 - 21 minutes - 29.8 MBBritish management accountant, Barry Dovey, FCMA, CGMA, shares how offering a menu of services can help firms reduce hours and add value for their clients.
11. What keeps small firm practitioners up at night?
September 24, 2019 21:21 - 9 minutes - 13.3 MBCarl Peterson, CPA, CGMA, of the AICPA and Matt Towers of CPA.com discuss the results of the 2019 PCPS CPA Firm Top Issues Survey. Key concerns for small firms include finding qualified staff, keeping up with tax law changes and managing privacy and security risks.
What keeps small firm practitioners up at night?
September 24, 2019 21:21 - 9 minutes - 13.3 MBCarl Peterson, CPA, CGMA, of the AICPA and Matt Towers of CPA.com discuss the results of the 2019 PCPS CPA Firm Top Issues Survey. Key concerns for small firms include finding qualified staff, keeping up with tax law changes and managing privacy and security risks.
#11 What keeps small firm practitioners up at night?
September 24, 2019 21:21 - 9 minutes - 13.3 MBCarl Peterson, CPA, CGMA, of the AICPA and Matt Towers of CPA.com discuss the results of the 2019 PCPS CPA Firm Top Issues Survey. Key concerns for small firms include finding qualified staff, keeping up with tax law changes and managing privacy and security risks.
10. Getting started with value pricing (Part 2)
August 23, 2019 16:26 - 24 minutes - 33.7 MBBernie Ackerman, CPA/PFS, CGMA, and his son, Jason Ackerman, CPA, CGMA, talk about how they’ve abandoned the timesheet and successfully implemented value pricing in their firm.
#10 Getting started with value pricing: Part 2 with BNA Accountants
August 23, 2019 16:26 - 24 minutes - 33.7 MBBernie Ackerman, CPA/PFS, CGMA, and his son, Jason Ackerman, CPA, CGMA, talk about how they’ve abandoned the timesheet and successfully implemented value pricing in their firm.
Getting started with value pricing (Part 2)
August 23, 2019 16:26 - 24 minutes - 33.7 MBBernie Ackerman, CPA/PFS, CGMA, and his son, Jason Ackerman, CPA, CGMA, talk about how they’ve abandoned the timesheet and successfully implemented value pricing in their firm.
A solution to complex accounting standards: FRF for SMEs
July 30, 2019 17:15 - 24 minutes - 33.5 MBJulie Killian, CPA, CGMA of Clayton McKervey talks with Bob Durak, CPA, CGMA, of the AICPA about her firm’s experience transitioning clients to using the Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). Learn more at AICPA.org/frf-smes
#9 A solution to complex accounting standards: FRF for SMEs
July 30, 2019 17:15 - 24 minutes - 33.5 MBJulie Killian, CPA, CGMA of Clayton McKervey talks with Bob Durak, CPA, CGMA, of the AICPA about her firm’s experience transitioning clients to using the Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). Visit www.aicpa.org/frf-smes for information on the framework and helpful resources.
9. A solution to complex accounting standards: FRF for SMEs
July 30, 2019 17:15 - 24 minutes - 33.5 MBJulie Killian, CPA, CGMA of Clayton McKervey talks with Bob Durak, CPA, CGMA, of the AICPA about her firm’s experience transitioning clients to using the Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). Learn more at AICPA.org/frf-smes
Getting started with value pricing (Part 1)
July 10, 2019 18:51 - 20 minutes - 28.4 MBDominique Molina, CPA, talks with Carl Peterson, CPA, CGMA, of the AICPA about how shifting to a value pricing model helped her tax firm increase the value of its services, reduce hours and strengthen its bottom line.
#8 Getting started with value pricing: Part 1 with Dominique Molina, CPA
July 10, 2019 18:51 - 20 minutes - 28.4 MBDominique Molina, CPA, talks with Carl Peterson, CPA, CGMA, of the AICPA about how shifting to a value pricing model helped her tax firm increase the value of its services, reduce hours and strengthen its bottom line.
8. Getting started with value pricing (Part 1)
July 10, 2019 18:51 - 20 minutes - 28.4 MBDominique Molina, CPA, talks with Carl Peterson, CPA, CGMA, of the AICPA about how shifting to a value pricing model helped her tax firm increase the value of its services, reduce hours and strengthen its bottom line.
The AICPA MAP Survey
June 26, 2019 12:00 - 13 minutes - 19.5 MBEver wonder how your firm measures up? Curious about average fees in your area or around the country? Maybe you’d like to learn what average compensation looks like? Carl Peterson, CPA, CGMA, Vice President of Small Firm Interests and Joel Olbricht, CPA, CGMA, Chair of the PCPS Executive Committee discuss the AICPA National MAP survey, and how its information can help you answer these and many other questions. Learn more about the Map Survey at AICPA.org/mapsurvey.
#7 The AICPA MAP Survey with Carl Peterson, CPA, CGMA and Joel Olbricht, CPA, CGMA
June 26, 2019 12:00 - 13 minutes - 19.5 MBEver wonder how your firm measures up? Curious about average fees in your area or around the country? Maybe you’d like to learn what average compensation looks like?Carl Peterson, CPA, CGMA, Vice President of Small Firm Interests and Joel Olbricht, CPA, CGMA, Chair of the PCPS Executive Committee discuss the AICPA National MAP survey, and how its information can help you answer these and many other questions.
7. The AICPA MAP Survey
June 26, 2019 12:00 - 13 minutes - 19.5 MBEver wonder how your firm measures up? Curious about average fees in your area or around the country? Maybe you’d like to learn what average compensation looks like? Carl Peterson, CPA, CGMA, Vice President of Small Firm Interests and Joel Olbricht, CPA, CGMA, Chair of the PCPS Executive Committee discuss the AICPA National MAP survey, and how its information can help you answer these and many other questions. Learn more about the Map Survey at AICPA.org/mapsurvey.
#6 Tips on proper audit risk assessment with Carl Mayes, CPA and Lindsay Patterson
April 23, 2019 17:34 - 19 minutes - 26.7 MBCarl Mayes, CPA, talks with Lindsay Patterson, both of the AICPA, about the role of risk assessment in audit quality. They share advice for small firms and point out helpful resources.
Tips on proper audit risk assessment
April 23, 2019 17:34 - 19 minutes - 26.7 MBCarl Mayes, CPA, talks with Lindsay Patterson, both of the AICPA, about the role of risk assessment in audit quality. They share advice for small firms and point out helpful resources.
6. Tips on proper audit risk assessment
April 23, 2019 17:34 - 19 minutes - 26.7 MBCarl Mayes, CPA, talks with Lindsay Patterson, both of the AICPA, about the role of risk assessment in audit quality. They share advice for small firms and point out helpful resources.
How a small firm in Kansas is staying ahead
January 07, 2019 19:53 - 17 minutes - 24.8 MBA small, Midwestern firm is implementing some forward-thinking strategies to stay ahead of the curve. Amber Goering, CPA, CGMA, of Goering and Granatino in Overland Park, Kansas, talks with Carl Peterson, CPA, CGMA, of the AICPA, about her firm's recent growth and plans for the future.
5. How a small firm in Kansas is staying ahead
January 07, 2019 19:53 - 17 minutes - 24.8 MBA small, Midwestern firm is implementing some forward-thinking strategies to stay ahead of the curve. Amber Goering, CPA, CGMA, of Goering and Granatino in Overland Park, Kansas, talks with Carl Peterson, CPA, CGMA, of the AICPA, about her firm's recent growth and plans for the future.
#5 How a small firm in Kansas is staying ahead with Amber Goering, CPA, CGMA
January 07, 2019 19:53 - 17 minutes - 24.8 MBA small, Midwestern firm is implementing some forward-thinking strategies to stay ahead of the curve. Amber Goering, CPA, CGMA, of Goering and Granatino in Overland Park, Kansas, talks with Carl Peterson, CPA, CGMA, of the AICPA, about her firm's recent growth and plans for the future.
#4 Growing a small firm through mergers and acquisitions with Dov Zaidman, CPA/CITP, CGMA
November 19, 2018 16:55 - 19 minutes - 26.8 MBDov Zaidman, CPA/CITP, CGMA, Managing Partner of ZBS Group in Plainview, New York, talks with Carl Peterson, CPA, CGMA, of the AICPA, about how his firm has successfully merged and acquired sole practitioners nearing retirement. Dov shares insight on leading a growing practice and integrating offices in two locations.
Growing a small firm through mergers and acquisitions
November 19, 2018 16:55 - 19 minutes - 26.8 MBDov Zaidman, CPA/CITP, CGMA, Managing Partner of ZBS Group in Plainview, New York, talks with Carl Peterson, CPA, CGMA, of the AICPA, about how his firm has successfully merged and acquired sole practitioners nearing retirement. Dov shares insight on leading a growing practice and integrating offices in two locations.
4. Growing a small firm through mergers and acquisitions
November 19, 2018 16:55 - 19 minutes - 26.8 MBDov Zaidman, CPA/CITP, CGMA, Managing Partner of ZBS Group in Plainview, New York, talks with Carl Peterson, CPA, CGMA, of the AICPA, about how his firm has successfully merged and acquired sole practitioners nearing retirement. Dov shares insight on leading a growing practice and integrating offices in two locations.
Brewing up business in a niche industry
October 16, 2018 17:55 - 17 minutes - 24.4 MBHow did Chris Farmand, CPA, CITP, become the CPA of choice to so many craft breweries across the country? Lindsey Curley of the AICPA talks to Chris, CEO of Small Batch Standard and Managing Shareholder of Chris Farmand + Company in Jacksonville, Florida, about how he built up his CPA practice among such a niche industry.
#3 Brewing up business in a niche industry with Chris Farmand, CPA, CITP
October 16, 2018 17:55 - 17 minutes - 24.4 MBHow did Chris Farmand, CPA, CITP, become the CPA of choice to so many craft breweries across the country? Lindsey Curley of the AICPA talks to Chris, CEO of Small Batch Standard and Managing Shareholder of Chris Farmand + Company in Jacksonville, Florida, about how he built up his CPA practice among such a niche industry.
3. Brewing up business in a niche industry
October 16, 2018 17:55 - 17 minutes - 24.4 MBHow did Chris Farmand, CPA, CITP, become the CPA of choice to so many craft breweries across the country? Lindsey Curley of the AICPA talks to Chris, CEO of Small Batch Standard and Managing Shareholder of Chris Farmand + Company in Jacksonville, Florida, about how he built up his CPA practice among such a niche industry.
2. Supporting a strong firm culture
October 01, 2018 19:23 - 22 minutes - 31.2 MBJohanna Sweaney Salt, CPA, CGMA, partner at Gray, Salt & Associates LLP in Claremont, Calif., talks with Lisa Simpson, CPA, CGMA, of the AICPA about how supporting a strong firm culture is one of the keys to a successful practice. Johanna believes it's important to listen to and trust not only your partners, but your staff, too. Empowering your associates to offer and initiate innovative ideas can be very rewarding. Johanna's small firm also taps into the many local colleges to seek seasonal...
Supporting a strong firm culture
October 01, 2018 19:23 - 22 minutes - 31.2 MBJohanna Sweaney Salt, CPA, CGMA, partner at Gray, Salt & Associates LLP in Claremont, Calif., talks with Lisa Simpson, CPA, CGMA, of the AICPA about how supporting a strong firm culture is one of the keys to a successful practice. Johanna believes it's important to listen to and trust not only your partners, but your staff, too. Empowering your associates to offer and initiate innovative ideas can be very rewarding. Johanna's small firm also taps into the many local colleges to seek seasonal...
#2 Supporting a strong firm culture with Johanna Sweaney Salt, CPA, CGMA
October 01, 2018 19:23 - 22 minutes - 31.2 MBJohanna Sweaney Salt, CPA, CGMA, partner at Gray, Salt & Associates LLP in Claremont, Calif., talks with Lisa Simpson, CPA, CGMA, of the AICPA about how supporting a strong firm culture is one of the keys to a successful practice. Johanna believes it's important to listen to and trust not only your partners, but your staff, too. Empowering your associates to offer and initiate innovative ideas can be very rewarding. Johanna's small firm also taps into the many local colleges to seek seasonal...
1. Keys to success: Inside a virtual firm
September 04, 2018 14:22 - 14 minutes - 19.4 MBGabby Luoma, CPA, owner of GMLCPA in Tucson, Ariz., talks with Heather O'Connor of the AICPA about her philosophy on building a strong culture for her virtual firm.
#1 Keys to success: Inside a virtual firm with Gabby Luoma, CPA
September 04, 2018 14:22 - 14 minutes - 19.4 MBGabby Luoma, CPA, owner of GMLCPA in Tucson, Ariz., talks with Heather O'Connor of the AICPA about her philosophy on building a strong culture for her virtual firm.
Keys to success: Inside a virtual firm
September 04, 2018 14:22 - 14 minutes - 19.4 MBGabby Luoma, CPA, owner of GMLCPA in Tucson, Ariz., talks with Heather O'Connor of the AICPA about her philosophy on building a strong culture for her virtual firm.
Trailer: AICPA presents Small Firm Philosophy
August 28, 2018 16:00 - 58 seconds - 1.71 MBThe 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.