Dec 04, 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...
Oct 09, 2025
In this episode of Transforming: Tales of Business Model Evolution, Suzanne Forbes, CPA, Managing Partner of James Moore, explores why governance must evolve as your firm grows, why it’s essential to revisit partner compensation, and how to guide your team through transitions.
Suzanne also highlights ways to build a...
Sep 08, 2025
Kelly Rohrs, CPA, Founder of K. Rohrs, CPA, P.C., shares the journey of launching her firm from concept to reality. Listeners will gain insight into how she structures client relationships, manages expectations during high volume periods, and fosters talent retention through flexibility and trust.
Kelly offers...
Aug 15, 2025
Live from ENGAGE 2025, Erin Hartman, CPA, Senior Manager – Firm Services, sits down with Argel Sabillo, CPA, Cofounder and Chief Executive Officer of HeyApril Inc, to discuss the ways he is reshaping the profession and leaving tradition behind. With a client base rooted in internet-based startups and small...
Aug 05, 2025
Brenda Cannon, Partner at Cannon & Associates, CPAs, shares how her firm rethought busy season by scheduling every tax return to prepare and control the workflow.
From setting clear boundaries and prioritizing ideal relationships, to encouraging clients to file extensions, Brenda breaks down how intentional change can...