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SFP 87: A Revolution in 'right-sizing' a client base

SFP 87: A Revolution in 'right-sizing' a client base

FromSmall Firm Philosophy


SFP 87: A Revolution in 'right-sizing' a client base

FromSmall Firm Philosophy

ratings:
Length:
45 minutes
Released:
Oct 2, 2023
Format:
Podcast episode

Description

This episode of the Small Firm Philosophy podcast features an interview with Sandy Johns, owner of Revolution Financial, a small accounting firm based in the Atlanta area. Johns discusses how she culled her firm's client roster to a manageable size and how doing so affected her well-being professionally and personally.  SFP is produced by the AICPA & CIMA's firm practice management section, better known as the Private Companies Practice Section (PCPS). Erin Hartman, a manager with PCPS, conducted the interview. This episode is part of a ongoing content series on accounting firm business model transformation that PCPS is spearheading for the AICPA & CIMA.  For more on the series, go to the Transforming Your Business Model landing page. For more on Sandy Johns and her firm, check out the Revolution Financial website. 
Released:
Oct 2, 2023
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.