Transforming: Tales of Business Evolution

Эпизоды

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  TfP 022. Developing Talent and Embracing Change 28.07.2026 21мин

  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 and why she brings them to ENGAGE to help build their networks and broaden their perspective beyond the walls of the firm. As Chair of a Private Companies Practice Section (PCPS) Small Firm Networking Group, Cheryl also shares the broader value of learning alongside peers. The conversation covers how her firm adapts to change, develops talent, and stays focused on a shifting profession. Cheryl also discusses AI's potential to create efficiencies and why accounting remains a dynamic career grounded in continuous learning. Whether you're developing future leaders, strengthening your talent pipeline, or preparing for what's next, this episode offers practical insights for firm leaders of all sizes. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. Continue the conversation beyond this episode in the Engage365 PCPS Community, where members can connect with peers, share ideas, access exclusive resources, and discover what's working across firms like yours. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  
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  TfP 021. Evaluating the Independent CPA Firm Model 02.07.2026 42мин

  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 Wright, CPA, Partner at Johnson Lambert LLP, shares how her firm defines independence through the lens of culture and long-term investment. She explains how that perspective influences decision-making and why the firm reevaluates its direction each year. The conversation also explores how Johnson Lambert thinks about niche service offerings, talent development, succession planning, transparency, and technology investment.  We take a thoughtful look at what it takes to sustain this model and consider these fundamental questions: What are you willing to invest, and why does it matter now? Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. Continue the conversation beyond this episode in the Engage365 PCPS Community, where members can connect with peers, share ideas, access exclusive resources, and discover what's working across firms like yours. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com
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  TfP 020. Elevating Women's Initiatives to Drive Transformation 10.04.2026 39мин

  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 women advance and why every firm that does comes out stronger. Laura and Mandy share practical strategies on sponsorship, leadership development, and retention, drawing on real-world examples from across the accounting and finance profession. Walk away with concrete steps to build a more inclusive and competitive firm. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. Explore the Sponsorship Success Toolkit, which includes guidance on building an effective sponsorship program. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  
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  TfP 019. Intentional Firm Growth That Actually Works 10.03.2026 43мин

  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 shares how SKC approaches growth by focusing on other factors beyond revenue and headcount. From launching new service lines to navigating change through overcommunication, this conversation offers practical insight for any firm or organization looking to grow while protecting what makes their firms thrive. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  
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  TfP 018. Burnout Prevention in Action 23.01.2026 44мин

  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 designed to help individuals, firms, organizations, and the profession combat burnout before it starts. Lauren shares her personal journey, actionable strategies for creating healthier work cultures, and quick wins you can implement today. Whether you're a leader looking to support your team or a professional seeking balance, this conversation offers tools to thrive, not just survive.
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  TfP 017. Getting Ready for 'Busy Season', Part II 18.12.2025 47мин

  We're back with another special compilation of conversations offering insights relevant for preparing for busy season. Jaimie Boyd from the AICPA® Firm Services team shares highlights from conversations we've had over the past year with practitioners who are applying the fundamental concepts of the Transforming Your Business Model initiative to their day-to-day operations. From scheduling systems that help tame tax season to the power of virtual teams and intentional client selection, these stories offer practical insights and motivation for firms preparing for busy season and anyone seeking to modernize their practice without sacrificing well-being. You don't want to miss this episode as you prepare for busy season. For the full episodes and resources, check out the following: TfP 012. Creating Balance Without Losing Business TfP 014. Building Balance in a Virtual Firm TfP 010. Leading with Authenticity and Vulnerability TfP 006. Starting your own firm and growing the right client base TfP 013. When Purpose Meets Innovation TfP 011. The Influence of Coaching on Firm Growth AICPA Town Hall: DC updates, hiring insights and better tax season planning PCPS Right-Sizing Your Client Base Toolkit PCPS Outsourcing for CPA Firms Toolkit PCPS Future Talent Trend Toolkit To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com
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  TfP 016. Beyond the Numbers: Real-World Insights from the MAP Survey 04.12.2025 43мин

  Ready to turn data into your firm's competitive edge? This episode reveals how firm leaders are leveraging the National Management of an Accounting Practice (MAP) Survey, from the AICPA Private Companies Practice Section (PCPS) and CPA.com, to drive smarter decision-making and stay ahead in a rapidly evolving profession. Shayna Chapman, CPA.CITP, CGMA, CEO, Founder of Shaynaco LLC, and Brent Forbush, Managing Partner of Forbush & Associates, share practical insights on how to best use benchmarking data from the MAP Survey. The conversation highlights the importance of technology investment, especially AI, and the value of segmenting survey data for actionable comparisons. They share the key metrics that have helped their firms, encouraging others not to be overwhelmed by the breadth of available data. Lastly, the episode offers a forward-looking discussion on trends shaping the profession and insight into how participation in the MAP Survey can be a catalyst for transformation. The 2025 MAP Survey results and executive summary are now available, offering actionable data and practical takeaways for firms of all sizes. Download today! To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  
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  TfP 015. Governance That Builds Culture 09.10.2025 49мин

  In this episode of Transforming: Tales of Business Model Evolution, Suzanne Forbes, CPA, Managing Partner of James Moore, explores why governance must evolve as your firm grows, why it's essential to revisit partner compensation, and how to guide your team through transitions. Suzanne also highlights ways to build a strong, connected culture for remote employees. Looking ahead, she expresses excitement about the future of the profession, highlighting the potential for meaningful impact in having an increased advisory role. Tune in, subscribe, and visit our podcast home page for more episodes. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    
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  TfP 014. Building Balance in a Virtual Firm 08.09.2025 29мин

  Kelly Rohrs, CPA, Founder of K. Rohrs, CPA, P.C., shares the journey of launching her firm from concept to reality. Listeners will gain insight into how she structures client relationships, manages expectations during high volume periods, and fosters talent retention through flexibility and trust.  Kelly offers practical advice for firm owners looking to break away from traditional models, emphasizing the power of small, intentional changes. Tune in to hear how she's redefining what it means to operate a modern CPA firm.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    
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  TfP 013. When Purpose Meets Innovation 15.08.2025 39мин

  Live from ENGAGE 2025, Erin Hartman, CPA, Senior Manager – Firm Services, sits down with Argel Sabillo, CPA, Cofounder and Chief Executive Officer of HeyApril Inc, to discuss the ways he is reshaping the profession and leaving tradition behind. With a client base rooted in internet-based startups and small businesses, HeyApril offers full-scale, end-to-end accounting services. Argel shares how his journey has been defined by bold leaps of faith, innovation, and community impact. Argel offers practical insights on value-based pricing, subscription models, and tech stack optimization, while passionately advocating for firms to niche down and align their business models with mission and outcome, not just services. He also previews HeyApril's next frontier: using Large Language Models (LLMs) to turn client data into real-time, actionable insights. This is an episode packed with inspiration, strategic guidance, and a glimpse into the accounting firm of the future. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.  This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  
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  TfP 012. Creating Balance Without Losing Business 05.08.2025 37мин

  Brenda Cannon, Partner at Cannon & Associates, CPAs, shares how her firm rethought busy season by scheduling every tax return to prepare and control the workflow. From setting clear boundaries and prioritizing ideal relationships, to encouraging clients to file extensions, Brenda breaks down how intentional change can create a healthier, more sustainable work environment. Tune in to learn how to normalize a better busy season.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com
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  TfP 011. The Influence of Coaching on Firm Growth 26.06.2025 36мин

  Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from working at a large firm to establishing her own CAS and Tax practice. Rebecca elaborates on the significant life changes that motivated her to pursue a different career trajectory.  Emphasized in this episode is the significance of internal CAS practices and the key role coaching plays in assisting firm owners to develop sustainable firms. Rebecca also encourages listeners to think about their goals and desired lifestyle, and how that can be aligned with their career paths. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    
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  Governance Series: Key Success Factors for Better Governance 12.06.2025 37мин

  In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, to wrap up and share insights and lessons learned from the series. They reflect on the evolving mindset around governance and how it is relevant to firms of all sizes – not just large firms. The discussion also focuses on the key success factors of effective governance improvements and how to embark on making governance changes, even if the process hasn't been perfected. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  
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  Governance Series: Navigating Partnership Change with Purpose 11.06.2025 33мин

  In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshaping partnership agreements within firms. The conversation also provides insights into the challenges of implementing changes to partnership agreements and how to navigate the transformation. As part of a unique four-part series on governance, this informative discussion aims to offer guidance for those journeying down the path of transforming their partnership agreements. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  
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  Governance Series: The Rise of Non-CPA Leaders in Public Accounting 10.06.2025 36мин

  In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Eric Majchrzak, CEO/Principal for BeachFleischman, to dive into a pivotal shift in the accounting profession—the rise of non-CPA professionals stepping into leadership roles in public accounting firms. Learn more about how firms are embracing non-CPA leadership to drive transformation as they strive for growth and innovation. Part of a special four-part series highlighting governance, this engaging discussion offers insights into the future of accounting leadership. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.  This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    
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  Governance Series: Implementing Operating Models in Your Firm 09.06.2025 34мин

  In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chris Sullivan, CPA, Managing Partner of VSH CPAs, and Amber Goering, CPA, Owner of Goering & Granatino (GG Advisors) to discuss the implementation of the Entrepreneurial Operating System (EOS) in their respective firms. Chris and Amber share their experiences and challenges faced during the implementation, such as the need for a strategic plan and the necessary time commitment.  Chris and Amber also share insights on the benefits of EOS, including how firms can use it for quick decision-making and creating a culture of accountability. Part of a special four-part series highlighting governance, this episode provides the roadmap for a journey of growth and improvement. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  
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  TfP 010. Leading with Authenticity and Vulnerability 30.05.2025 47мин

  Content Note: This episode includes discussions about mental health, including depression, anxiety, and suicide. Please take care while listening. In this powerful episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares his personal story of navigating mental health challenges and how that experience shaped his leadership approach and advocacy within the profession. Randy shares what it means to lead with vulnerability and foster a people-first culture. He offers heartfelt advice, simple tips to manage burnout, and encouragement to those quietly facing their own struggles. Tune in for an honest, inspiring conversation on vulnerability, resilience, leadership, and transforming workplace culture. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    
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  TfP 009. Transforming Business Growth in Public Accounting 05.05.2025 35мин

  What defines a thriving business development culture in public accounting? Josh Axelrod, Chief Operating Officer of Aldrich CPAs + Advisors, shares the elements of a successful business development environment. Learn how intentional efforts pave the way for strategic action and how to overcome challenges you may face. Packed with actionable insights and real-world advice, you'll obtain strategies on how to ensure your firm not only grows but thrives in a rapidly changing profession. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com
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  TfP 008. Governance Unlocked: Discoveries with Gary Thomson and Sarah Johnson Dobek 18.03.2025 59мин

  Gary Thomson, CPA, Founder and Principal of Thomson Consulting, and Sarah Johnson Dobek, Founder and President of Inovautus Consulting, explore how strong governance can drive successful business model transformation. They share practical insights on how firms can adopt effective governance frameworks to guide their transformation strategies, ensuring sustainable growth and adaptability. You'll learn key approaches to structuring governance that can help your firm navigate change for new opportunities. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  
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  TfP 007. The Power of Private Equity 28.02.2025 48мин

  Private equity-backed firms are reshaping the professional services landscape. In this episode, Tim Brackney, CEO of Springline Advisory, and Josh Beck, Managing Partner at MarksNelson Advisory LLC, share insights into their collaboration and strategic approaches to firm growth and transformation. Discover how Springline's model helps firms unlock value, enhance operations and scale successfully. From leadership alignment to strengthening people-first cultures, this conversation reveals how firms can leverage private equity to evolve their business model while staying true to their core values. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com