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SFP 93: New PCPS toolkits tackle revenue modeling and culling clients

SFP 93: New PCPS toolkits tackle revenue modeling and culling clients

FromSmall Firm Philosophy


SFP 93: New PCPS toolkits tackle revenue modeling and culling clients

FromSmall Firm Philosophy

ratings:
Length:
45 minutes
Released:
Mar 14, 2024
Format:
Podcast episode

Description

This episode of the Small Firm Philosophy podcast unveils a pair of powerful toolkits designed to help accounting firms reshape and optimize their business. PCPS manager Erin Hartman, CPA, and Carrie Steffen, the president of growth consulting firm The Whetstone Group, introduce the Revenue Modeling and the Right Sizing Your Client Base toolkits, which are exclusive to PCPS members:  SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). This episode is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA. For more on the series, check out the Transforming Your Business Model landing page. 
Released:
Mar 14, 2024
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.