
Transforming: Tales of Business Evolution
125 episodes — Page 2 of 3
SFP 73: What firms should know about succession and M&A
Sep 22, 202226 min
SFP 72: How MAP Survey results improve small firm management
Sep 15, 202219 min
SFP #71: How RPA paid off for this accounting firm
Aug 25, 202226 min
CFOs and CPA firms: Common staff development challenges
Aug 9, 202221 min
Survey says firms face many top issues
Jul 21, 202219 min
The secrets of selling your small firm
Jun 27, 202241 min
The secrets of selling your small firm
Jun 27, 202241 min
Volunteer for personal and professional growth
Jun 3, 202227 min
Ransomware attack: One small firm's worst nightmare
May 18, 202219 min
CPAs: Not boring to cybercriminals
May 4, 202231 min
M&A best practices: Insights from a small and large firm perspective
Feb 28, 202234 min
Advancing diversity in a small firm: A business imperative
Feb 4, 202221 min
Using client continuance strategies to control busy season
Jan 13, 202222 min
Surviving tax season: Top strategies to prepare your small firm
Jan 5, 202226 min
Right-size your client base, improve your small firm
Dec 16, 202134 min
A sole proprietor's journey to building a better practice
Nov 30, 202122 min
Proposed changes to Peer Review standards and the small firm impact
Nov 15, 202113 min
Top tax issues impacting small firms
Oct 28, 202117 min
Small firms face familiar challenges in unprecedented times
Oct 13, 202115 min
Technology: Oxygen for your small firm
Sep 29, 202128 min
Engage your staff and increase accountability in your small firm
Sep 21, 202120 min
Developing the next generation of small firm leadership
Aug 26, 202127 min
Less complex entities in the limelight for small firms
Aug 13, 202126 min
Protect your small firm with a Practice Continuation Agreement
Jul 29, 202128 min
Quality management in the spotlight for small firms
Jul 22, 202131 min
Hitting the right notes in small firm client service
Jun 28, 202112 min
Small firm tax season recap
Jun 10, 202125 min
Advancing diversity, equity, and inclusion in small firms
May 27, 202132 min
Work on your firm now, retire well later
May 13, 202133 min
Listen to your clients, grow your firm to meet their needs
Apr 28, 202131 min
Step out of your comfort zone, connect with the profession
Apr 14, 202128 min
Establish the next generation of diverse CPAs
Mar 31, 202115 min
In celebration of women's history month – supporting women's initiatives in ALL firms
Mar 17, 202122 min
How COVID has affected small firms
Mar 3, 202129 min
Multiple Service Offerings from One Small Firm
Feb 18, 202132 min
Growing a Practice in a Pandemic
Feb 3, 202124 min
Embracing Value Pricing in a Small CPA Firm
Jan 20, 202131 min
Manager moving up to Partner
Dec 16, 202020 min
Tips for successfully hiring and onboarding virtually
Dec 2, 202013 min
Winning Strategies from a Women-Owned Law Firm
Nov 12, 202036 min
From Administrative Assistant to COO
Oct 28, 202032 min
The evolution of remote work
Oct 14, 202023 min
Navigating everyday business in extraordinary times
Sep 30, 202029 min
Networking in a remote environment
Sep 16, 202023 min
Creating successful environment for working parents during COVID-19
Sep 2, 202011 min
Growing and developing staff without being in the office together
Aug 26, 202015 min
Creating an award-winning firm culture
Aug 12, 202025 min
Increasing profession diversity one firm at a time
Jul 29, 202018 min
Turning a passion for helping into a business
Jul 1, 202017 min
Pivoting in a pandemic: Success stories from a CPA firm (part 2)
Jun 19, 202020 min