Dec 16, 2021

Burned out? Not enough hours in the day? In this episode of the Small Firm Philosophy podcast, Carrie Steffen, Co-Founder and President of the Whetstone Group, discusses how client acceptance and continuation policies can right-size your client base and positively impact your firm's people and profitability.

PCPS...

Nov 30, 2021

Creating a successful practice that meets your clients’ needs while providing satisfying and meaningful work for you and your staff requires focus, discipline, and time. Listen to this episode of the Small Firm Philosophy podcast as Jack A. Heil, CPA shares lessons learned while journeying from the Big 8 to a...

Nov 15, 2021

The AICPA’s Peer Review Board (PRB) is responsible for developing and issuing Standards for Performing and Reporting on Peer Reviews (standards). Listen as PRB Board Member Dawn Brenner, CPA breaks down the exposure draft proposing changes to the standards and discusses the potential implications for...

Oct 28, 2021

The Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey identified tax-related challenges affecting small firms. Listen as April Walker, CPA, CGMA Lead Manager, Tax Section and host of the Tax Odyssey podcast discusses these tax issues and what you can do to address these challenges.

Resources mentioned...

Oct 13, 2021

Small firms face familiar challenges in unprecedented times

What’s keeping you up at night as a firm owner? Listen to this clip from the AICPA’s September 2nd Town Hall series as the AICPA’s Lisa Simpson, VP of Firm Services, Carl Peterson, VP of Small Firms, Barry Melancon, CEO, and CPA.com’s CEO Erik...