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May 18, 2022

Patrice Mills, CPA, was sunning herself on a Florida beach when she received an alarming phone call. All of her client files had been seized in a ransomware attack, and cybercriminals were demanding payment to release them. Listen in as Mills recounts this experience and shares best practices for keeping your firm’s...


May 4, 2022

Phishing schemes, ransomware attacks, and data breaches are on the rise. CPA firms and their client’s data are prime targets. Listen in as Roman Kepczyk, director of Firm Technology Strategy with Right Networks and author of Digitally Speaking, a PCPS exclusive publication, shares how you can protect your firm’s...


Feb 28, 2022

The AICPA’s Private Companies Practice Section Succession Planning Survey finds that 44% of solo and sole practitioners plan to retire soon. David Shealy, CPA, Founder of the Shealy Group, was approaching retirement age and set out to find an exit plan. Brandon Miller, CPA, President & CEO of HW&Co, was...


Feb 4, 2022

Public accounting Diversity, Equity, and Inclusion (DEI) initiatives are gaining momentum. Oftentimes, it can be the larger firms making the headlines, but small firms need not be overlooked. Listen to this episode of the Small Firm Philosophy podcast as Orume Hays, CPA, managing director of Hays CPA LLC, shares...


Jan 13, 2022

On this episode of the Small Firm Philosophy podcast, you’ll hear a clip from the AICPA’s November 18th Town Hall series featuring the AICPA’s Lisa Simpson, VP of Firm Services, Carl Peterson, VP of Small firms, Bill Pirolli,  AICPA Chair and CPA.com’s CEO Erik Asgeirsson. This panel of experts discuss...