Keys to success: Inside a virtual firm

FromSmall Firm Philosophy

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Keys to success: Inside a virtual firm

FromSmall Firm Philosophy

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Length:

14 minutes

Released:

Sep 4, 2018

Format:

Podcast episode

Description

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.

Released:

Sep 4, 2018

Format:

Podcast episode

Titles in the series (96)

The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.

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Trailer: AICPA presents Small Firm Philosophy: 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. by Small Firm Philosophy
1 min listen
Mindfulness matters: Reimagine your approach to busy season (Part 4): 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. by Small Firm Philosophy
14 min listen
What keeps small firm practitioners up at night?: Carl Peterson, CPA, CGMA, of the AICPA and Matt Towers of CPA.com discuss the results of the 2019 PCPS CPA Firm Top Issues Survey. Key concerns for small firms include finding qualified staff, keeping up with tax law changes and managing privacy and... by Small Firm Philosophy
10 min listen
Brewing up business in a niche industry: 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,... by Small Firm Philosophy
18 min listen
Keys to success: Inside a virtual firm: 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. by Small Firm Philosophy
14 min listen
Tips on proper audit risk assessment: Carl Mayes, CPA, talks with Lindsay Patterson, both of the AICPA, about the role of risk assessment in audit quality. They share advice for small firms and point out helpful resources. by Small Firm Philosophy
19 min listen
Staying ahead of accounting standards changes: Matthew Wilson, CPA, CGMA and Maya Ivanova, CPA, CGMA of Wilson Ivanova CPAs share advice on how to stay up-to-speed on accounting standards changes that are effective or will soon be effective. by Small Firm Philosophy
22 min listen
Planning for #CPAworlddomination: 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... by Small Firm Philosophy
30 min listen
Supporting a strong firm culture: 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... by Small Firm Philosophy
23 min listen
The AICPA MAP Survey: Ever wonder how your firm measures up? Curious about average fees in your area or around the country? Maybe you’d like to learn what average compensation looks like? Carl Peterson, CPA, CGMA, Vice President of Small Firm Interests and Joel Olbricht,... by Small Firm Philosophy
14 min listen
Getting started with value pricing (Part 3): British management accountant, Barry Dovey, FCMA, CGMA, shares how offering a menu of services can help firms reduce hours and add value for their clients. by Small Firm Philosophy
22 min listen
Mindfulness matters: Reimagine your approach to busy season (Part 2): Trying to do too much at once can sap your energy. If you’re multitasking or not allowing yourself enough of a break between tasks, you could be robbing yourself of much-needed focus. This meditation helps you regain focus and improve your productivity. by Small Firm Philosophy
16 min listen
Growing a small firm through mergers and acquisitions: Dov Zaidman, CPA/CITP, CGMA, Managing Partner of ZBS Group in Plainview, New York, talks with Carl Peterson, CPA, CGMA, of the AICPA, about how his firm has successfully merged and acquired sole practitioners nearing retirement. Dov shares insight on... by Small Firm Philosophy
19 min listen
Creating an award-winning firm culture: Victor Ramsauer, CPA, President and CEO and Sue Watson, EVP and COO of LevitZacks Certified Public Accountants share their insights on being ranked the 2019 Best Small Firm to Work For in the United States by Accounting Today. Mentioned in this episode: by Small Firm Philosophy
25 min listen
How a small firm in Kansas is staying ahead: A small, Midwestern firm is implementing some forward-thinking strategies to stay ahead of the curve. Amber Goering, CPA, CGMA, of Goering and Granatino in Overland Park, Kansas, talks with Carl Peterson, CPA, CGMA, of the AICPA, about her firm's... by Small Firm Philosophy
18 min listen
Owning and managing three businesses: 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: by Small Firm Philosophy
36 min listen
Getting started with value pricing (Part 2): Bernie Ackerman, CPA/PFS, CGMA, and his son, Jason Ackerman, CPA, CGMA, talk about how they’ve abandoned the timesheet and successfully implemented value pricing in their firm. by Small Firm Philosophy
24 min listen
Pivoting in a pandemic: Success stories from a CPA firm (part 2): Lexy Kessler, CPA, CGMA is the Partner-In-Charge of Aronson LLC’s Government Contract Services Group in Washington, DC. Lexy shares her firm’s successes and surprises in their journey to working remotely during the COVID-19 pandemic. Learn more... by Small Firm Philosophy
20 min listen
Mindfulness matters: Reimagine your approach to busy season (Part 5): 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... by Small Firm Philosophy
11 min listen
Turning a passion for helping into a business: Andrew Jordan, CPA, is the seriously passionate about giving back. He shares how his start down the “typical CPA path” turned into owning his own firm that puts clients at the forefront of everything they do. Learn more about Jordan CPA Services... by Small Firm Philosophy
18 min listen
Pivoting in a pandemic: Success stories from a CPA firm (part 1): Karen Stanley, CPA and Audit Partner with Langdon & Company, LLP in Garner, NC shares her firm’s successes and surprises in their journey from a traditional, local CPA firm to working remotely during the COVID-19 pandemic. Learn more about... by Small Firm Philosophy
22 min listen
Getting started with value pricing (Part 1): Dominique Molina, CPA, talks with Carl Peterson, CPA, CGMA, of the AICPA about how shifting to a value pricing model helped her tax firm increase the value of its services, reduce hours and strengthen its bottom line. by Small Firm Philosophy
20 min listen
Winning Strategies from a Women-Owned Law Firm: Nukk-Freeman & Cerra, P.C. is boutique, women-owned law firm with offices in New York, New Jersey and California. Suzanne Cerra, Esq., Co-Founder and Partner and Robin Rome, Esq., Partner, share their insights into creating an award-winning... by Small Firm Philosophy
37 min listen
Mindfulness matters: Reimagine your approach to busy season (Part 1): Understand mindfulness and what it means in the context of a busy time at work. Reducing your stress, increasing your awareness without judgement and your presence in the moment are the goals of this guided meditation. The result? You can enjoy a... by Small Firm Philosophy
17 min listen
The evolution of remote work: Anita Dennis from Dennis Communications, LLC first began writing about virtual Public Accounting firms in 1997. She shares her thoughts on what firms were doing in the late 90s and the parallels to today. Mentioned in this episode: Connect with... by Small Firm Philosophy
24 min listen
Mindfulness matters: Reimagine your approach to busy season (Part 6): 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... by Small Firm Philosophy
14 min listen
Mindfulness matters: Reimagine your approach to busy season (Part 3): Your internal wellness can affect the people around you, as well as how you feel about them. In this meditation, called a “loving kindness” meditation, you’ll get better centered and able to show up for your day with the energy you want. by Small Firm Philosophy
15 min listen
A solution to complex accounting standards: FRF for SMEs: Julie Killian, CPA, CGMA of Clayton McKervey talks with Bob Durak, CPA, CGMA, of the AICPA about her firm’s experience transitioning clients to using the Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). Learn more at by Small Firm Philosophy
24 min listen
Navigating everyday business in extraordinary times: Adam Shay, CPA and Managing Partner and Richard Pasquantonio, CPA, CFF, CFE, CFDA and Director – Dispute Services of Adam Shay CPA, PLLC discuss operations, business development, and hiring in the extraordinary times. Mentioned in this episode: ... by Small Firm Philosophy
30 min listen
The secret to finding the perfect “work life blend”: 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... by Small Firm Philosophy
25 min listen

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SFP 90: How a CPA firm got lean and ‘drastically reduced’ overtime: 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.... by Small Firm Philosophy
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SFP 89: Business model transformation with SJHL's Chet Buchman: This episode of the Small Firm Philosophy podcast features an interview with Chet Buchman, CPA, CGMA, managing partner of Kansas-based accounting firm Swindoll, Janzen, Hawk and Loyd, LLC (SJHL). In this discussion, Buchman describes his firm’s... by Small Firm Philosophy
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SFP 88: Advice for firms on BOI requirements, MAP Survey results: This episode of the Small Firm Philosophy podcast features an interview with Carl Peterson, CPA, AICPA & CIMA’s vice president of small firm interests. Peterson addresses the new (BOI) reporting requirements and also shares his biggest... by Small Firm Philosophy
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SFP #85: Chatting about generative AI: There’s been a buzz around artificial intelligence for years, but nothing like the swarm of interest generated by ChatGPT. Microsoft-backed research laboratory OpenAI launched ChatGPT in November 2022. By January, the large language... by Small Firm Philosophy
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SFP #84: How to cut busy season hours in half (almost): Johanna Sweaney Salt, CPA, CGMA, used to work 100 hours a week during busy season. As the founder and managing partner of Gray, Salt & Associates, LLP, she believed it was her responsibility to put in the time needed to make her small firm a... by Small Firm Philosophy
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Keys to success: Inside a virtual firm

Keys to success: Inside a virtual firm

Description

Titles in the series (96)

More Episodes from Small Firm Philosophy