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Small Firm Philosophy
31 minutes | 11 days ago
Listen to your clients, grow your firm to meet their needs
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://aicpasmallfirm.libsyn.com to access show notes with direct links. This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, check out our membership information or sign up for a free web tour. To learn more about REDW, please visit their website. Steve welcomes phone calls at (505) 998-3256.
29 minutes | 25 days ago
Step out of your comfort zone, connect with the profession
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 Relationship-Building Tracker and Report Out PCPS Networking Groups Note: If your podcast app does not hyperlink to resources, visit aicpasmallfirm.libsyn.com to access show notes with direct links. This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, check out our membership information or sign up for a free web tour. To learn more about Boyum Barenscheer, please visit their website or read their blog. Luke will be presenting at ENGAGE in July. Follow the Small Firm Philosophy podcast at Libsyn.
15 minutes | a month ago
Establish the next generation of diverse CPAs
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 Diverse Student Scholarship & Internship. To learn more about PCPS, check out the membership information or sign up for a free web tour. To learn more about OnTarget CPA, please visit their website or read their blog.
23 minutes | 2 months ago
In celebration of women’s history month – supporting women’s initiatives in ALL firms
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 Leadership Summit Women’s Initiatives Executive Committee To learn more about PCPS, check out the membership information or sign up for a free web tour.
30 minutes | 2 months ago
How COVID has affected small firms
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 Resource Center Small Firm Update Webcasts Small Firm Solutions Newsletter To learn more about PCPS, check out the membership information or sign up for a free web tour. To learn more about Carl, read his bio or contact him directly by email at email@example.com or at 651.341.6377.
32 minutes | 3 months ago
Multiple Service Offerings from One Small Firm
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.
24 minutes | 3 months ago
Growing a Practice in a Pandemic
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 up for a free web tour! Schmitz-Holmstrom, CPA Amanda Gessner, CPA, CFE
31 minutes | 4 months ago
Embracing Value Pricing in a Small CPA Firm
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.
21 minutes | 5 months ago
Manager moving up to Partner
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.
14 minutes | 5 months ago
Tips for successfully hiring and onboarding virtually
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
37 minutes | 6 months ago
Winning Strategies from a Women-Owned Law Firm
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 Award Walkthrough of the PPP Forgiveness Calculator Ransomware 2.0 – What to expect next
33 minutes | 6 months ago
From Administrative Assistant to COO
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/cpamanagement linkedin.com/in/cpamanagement/ Mentioned in this episode: Small Firm Update CAS Benchmark Survey Web tour sign up
24 minutes | 7 months ago
The evolution of remote work
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 on Twitter Anita on LinkedIn
30 minutes | 7 months ago
Navigating everyday business in extraordinary times
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/
24 minutes | 8 months ago
Networking in a remote environment
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/
12 minutes | 8 months ago
Creating successful environment for working parents during COVID-19
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
16 minutes | 8 months ago
Growing and developing staff without being in the office together
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.
25 minutes | 9 months ago
Creating an award-winning firm culture
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
18 minutes | 9 months ago
Increasing profession diversity one firm at a time
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 at http://www.aicpa.org/PCPSscholarship
18 minutes | 10 months ago
Turning a passion for helping into a business
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
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