by AICPA & CIMA
The 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 inspiring you to explore new ways to evolve your own organization. "Transforming" started in November 2024 with 4 bonus episodes. Brought to you by AICPA & CIMA’s Private Companies Practices Section (PCPS).
Language
🇺🇲
Publishing Since
8/28/2018
Email Addresses
1 available
Phone Numbers
0 available
March 18, 2025
<p><strong>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.</strong></p> <p>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.</p> <p>To find out more about transforming your business model, explore our business model transformation resources at <a href= "https://aicpa-cima.com/tybm" target="_blank" rel= "noopener"><span data-teams= "true"><strong>aicpa-cima.com/tybm</strong></span>.</a> You'll also see a link there to all of our previous podcast episodes.</p> <p><span style="font-size: 10pt;">This is a podcast from <a href="https://www.aicpa-cima.com/" target="_blank" rel="noopener">AICPA & CIMA</a>, 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 <a href= "https://www.aicpa-cima.com/podcast">here</a>. Your feedback and comments welcomed at <a href= "mailto:[email protected]">[email protected]</a></span></p> <p> </p>
February 28, 2025
<p><strong>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.</strong></p> <p>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.</p> <p>To find out more about transforming your business model, explore our business model transformation resources at <a href= "https://aicpa-cima.com/tybm"><span data-teams= "true"><strong>aicpa-cima.com/tybm</strong></span>.</a> You'll also see a link there to all of our previous podcast episodes.</p> <p><span style="font-size: 10pt;">This is a podcast from <a href="https://www.aicpa-cima.com/" target="_blank" rel="noopener">AICPA & CIMA</a>, 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 <a href= "https://www.aicpa-cima.com/podcast">here</a>. Your feedback and comments welcomed at <a href= "mailto:[email protected]">[email protected]</a></span></p> <p> </p>
January 30, 2025
<p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal; vertical-align: baseline;"> <span style= "mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> Starting your own firm can be tough, but finding the right clients makes all the difference. In this episode, <a href= "https://www.thefuncpa.co/">Yuri Kapilovich, CPA</a>, a managing partner of Kapilovich & Associates shares his ideas about the importance of choosing quality clients and building strong relationships, rather than just focusing on quantity. Yuri also discusses how to balance work, family and personal goals. If you’re thinking about starting your own firm, this episode has helpful tips to guide you.</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal; vertical-align: baseline;"> </p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal; vertical-align: baseline;"> <span style= "mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> For more information on starting your own firm, explore the</span> <a href= "https://www.aicpa-cima.com/resources/download/starting-your-cpa-practice-planning-checklist"> <span style= "mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> Starting Your CPA Practice - Planning Checklist</span></a> <span style= "mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> and other</span> <a href= "https://www.aicpa-cima.com/resources/landing/transform-your-business-model"> <span style= "mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> Transforming Your Business Model</span></a> <span style= "mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> resources.</span></p> <p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal; vertical-align: baseline;"> </p>
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