Transforming: Tales of Business Evolution

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https://aicpasmallfirm.libsyn.com
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TfP 005. The power of ESOPs in reshaping your firm's future

Saison 2

vendredi 6 décembre 2024 • Durée 35:02

In this episode with Dan O’Hare, CPA, CGMA, Principal at Glenn Burdette, we explore why CPA firms might choose to implement an Employee Stock Ownership Plan (ESOP).

With Dan's insights and expertise, we explore how ESOPs can facilitate smooth succession planning, boost employee retention and engagement and offer significant tax benefits. Additionally, we discuss how this alternative practice structure can improve performance and make the firm more attractive to potential hires. This conversation will help you understand the potential power of ESOPs in reshaping your firm’s 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 004. ESOP Insights. Unlocking the Future of Firm Ownership

Saison 2

vendredi 29 novembre 2024 • Durée 47:16

Are you curious about how to empower your employees and fuel your firm’s growth? Listen as we explore employee stock ownership plans (ESOPs) with Mike Bannon, vice president at CSG Partners. You’ll discover how this powerful tool can help your firm achieve its long-term goals and implementation plans, from planning and financing to valuation and ownership transition.

This episode offers insights into the benefits of leveraged ESOPs, which include not only tax advantages but also the ability to boost employee engagement and create lasting value for accounting firms. Discover why more firms are turning to this innovative ownership model and how it can shape the future of your business. Tune in and unlock the potential of shared ownership.

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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SFP 93: New PCPS toolkits tackle revenue modeling and culling clients

Saison 1 · Épisode 93

jeudi 14 mars 2024 • Durée 44:32

This episode of the Small Firm Philosophy podcast unveils a pair of powerful toolkits designed to help accounting firms reshape and optimize their business. PCPS manager Erin Hartman, CPA, and Carrie Steffen, the president of growth consulting firm The Whetstone Group, introduce the Revenue Modeling and the Right Sizing Your Client Base toolkits, which are exclusive to PCPS members:

SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). This episode is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.

For more on the series, check out the Transforming Your Business Model landing page.

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Brewing up business in a niche industry

mardi 16 octobre 2018 • Durée 17:40

How 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.

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Supporting a strong firm culture

lundi 1 octobre 2018 • Durée 22:36

Johanna 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 help for busy season. Listen to these topics and more.

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Keys to success: Inside a virtual firm

mardi 4 septembre 2018 • Durée 14:00

Gabby 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

mardi 28 août 2018 • Durée 00:58

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.

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SFP 92: Sowing the seeds for future CPAs

Saison 1 · Épisode 92

mercredi 28 février 2024 • Durée 01:04:20

From engaging high schoolers to partnering with community influencers, discover how Grossman Yanak & Ford cultivates future accountants.

This episode of the Small Firm Philosophy podcast features a discussion with GYF's Colleen Febbraro about the firm's freshman forum program, the importance of promoting the accounting profession, changing stereotypes, and more.

SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). PCPS manager Erin Hartman, CPA, conducted the interview, which is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.

For more on the series, check out the Transforming Your Business Model landing page.

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SFP 91: Ascend to a new business model

Saison 1 · Épisode 91

mercredi 21 février 2024 • Durée 51:34

This episode of the Small Firm Philosophy podcast features an interview with David Wurtzbacher and Erin Stahmer of Ascend, a platform firm that is employing unique strategies in its business model. Join us to discuss people strategy, offshoring tips, and how to own the value of firm services.

SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). PCPS manager Erin Hartman, CPA, conducted the interview, which is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.

For more on the series, check out the Transforming Your Business Model landing page.

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SFP 90: How a CPA firm got lean and ‘drastically reduced’ overtime

Saison 1 · Épisode 90

mercredi 31 janvier 2024 • Durée 59:04

This episode of the Small Firm Philosophy podcast features an interview with Dennis Sherrin, CPA, CGMA, chief value officer and strategic consultant at Avizo Group, Inc., an Alabama-based CPA firm with 35 team members in the United States and India.

Sherrin discusses how Avizo implemented Lean Six Sigma (LSS) to streamline the firm’s tax practice and slash overtime hours, even during tax season.

“Have we eliminated overtime hours? Absolutely not,” said Sherrin. “But have we drastically reduced overtime during our busiest seasons and eliminated it outside of those seasons? We absolutely have.”

SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). PCPS manager Erin Hartman, CPA, conducted the interview, which is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.

For more on the series, check out the Transforming Your Business Model landing page. To learn more about Sherrin and his firm, go to the Avizo Group website. For more on Avizo’s Project 40 initiative to reduce overtime, read the AICPA & CIMA Insights article “How this firm made 40 the new standard for the 70+ hour week."

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Transforming: Tales of Business Evolution – Détails, épisodes et analyse

Détails du podcast

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