Couverture de Transforming: Tales of Business Evolution

Transforming: Tales of Business Evolution

Transforming: Tales of Business Evolution

De : AICPA & CIMA
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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).©2026 Association of International Certified Professional Accountants. All rights reserved. Economie Management Management et direction Politique et gouvernement
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    Épisodes
    • TfP 018. Burnout Prevention in Action
      Jan 23 2026

      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.

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      45 min
    • TfP 017. Getting Ready for 'Busy Season', Part II
      Dec 18 2025

      We're back with another special compilation of conversations offering insights relevant for preparing for busy season. Jaimie Boyd from the AICPA® Firm Services team shares highlights from conversations we've had over the past year with practitioners who are applying the fundamental concepts of the Transforming Your Business Model initiative to their day-to-day operations.

      From scheduling systems that help tame tax season to the power of virtual teams and intentional client selection, these stories offer practical insights and motivation for firms preparing for busy season and anyone seeking to modernize their practice without sacrificing well-being. You don't want to miss this episode as you prepare for busy season.

      For the full episodes and resources, check out the following:

      • TfP 012. Creating Balance Without Losing Business
      • TfP 014. Building Balance in a Virtual Firm
      • TfP 010. Leading with Authenticity and Vulnerability
      • TfP 006. Starting your own firm and growing the right client base
      • TfP 013. When Purpose Meets Innovation
      • TfP 011. The Influence of Coaching on Firm Growth
      • AICPA Town Hall: DC updates, hiring insights and better tax season planning
      • PCPS Right-Sizing Your Client Base Toolkit
      • PCPS Outsourcing for CPA Firms Toolkit
      • PCPS Future Talent Trend Toolkit

      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.

      Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com

      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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      48 min
    • TfP 016. Beyond the Numbers: Real-World Insights from the MAP Survey
      Dec 4 2025

      Ready to turn data into your firm's competitive edge? This episode reveals how firm leaders are leveraging the National Management of an Accounting Practice (MAP) Survey, from the AICPA Private Companies Practice Section (PCPS) and CPA.com, to drive smarter decision-making and stay ahead in a rapidly evolving profession.

      Shayna Chapman, CPA.CITP, CGMA, CEO, Founder of Shaynaco LLC, and Brent Forbush, Managing Partner of Forbush & Associates, share practical insights on how to best use benchmarking data from the MAP Survey. The conversation highlights the importance of technology investment, especially AI, and the value of segmenting survey data for actionable comparisons.

      They share the key metrics that have helped their firms, encouraging others not to be overwhelmed by the breadth of available data. Lastly, the episode offers a forward-looking discussion on trends shaping the profession and insight into how participation in the MAP Survey can be a catalyst for transformation.

      The 2025 MAP Survey results and executive summary are now available, offering actionable data and practical takeaways for firms of all sizes. Download today!

      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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      43 min
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