Transforming: Tales of Business Evolution – Details, episodes & analysis

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.

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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

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.

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

Liz Mason, CPA is a serial-entrepreneur. Her passion for accounting started when she was just seven years old and now has successfully launched four brands in the accounting, tax, and HR space. She shares the story of what got her here and what's next for her plan of #CPAworlddomination.

Learn more about High Rock Accounting at highrock.co.

Information about High Rock's Nucleus program is available at nucleus.highrock.co.

Jeff Wilson II, CPA, PFS, CFE, CGMA, CDFA® started his career at a Big 4 firm and now has his own firm with seven people on staff. He talks about his path to becoming a firm owner, the struggles he overcame and the advice he'd give to himself if he were starting over.

Learn more about Jeff's firm at wiicpas.com.

Christine DeAngelis, CPA is a working mom who owns three businesses. She talks about her journey from marketing student to CPA to CEO, and everything in between.

Christine's businesses: 

• epiphanygroupinc.com
• cultivateconsulting.co
• bamboowellness.isagenix.com

Josh Lance, CPA, CGMA, shares his insights about running a completely virtual practice, covering everything from how he hires the right staff to where the mail gets delivered.

Learn more about Josh's firm at lancecpa.com.

Additional resources:

• PCPS "Remote team building and culture" toolkit at AICPA.org/PCPS
• "It Doesn't Have to Be Crazy at Work" by Jason Fried & David Heinemeier Hansson
• "Remote: Office Not Required" by Jason & David Heinemeier Hansson

When you multitask, you might think you're getting more done. In reality, you spend more time on the jobs than you would if you focused on each separately and completely. Getting in the present and ignoring distractions will help you focus on what you need to do. Working on one activity at a time will make you more productive. This meditation will show you how.

What's happening inside you? Most of us are only aware of what's happening on the surface. Through meditation, you can better connect to your body and mind. The understanding that results from this exploration can inform the experience you create for others, making you more receptive, calm and accepting. Your work and your personal life will both benefit.

Making time for self-care is crucial not only to your well-being, but also for how you interact with those around you. This meditation helps you find mental peace, bringing you greater focus in your day.