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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EntreArchitect's Context & Clarity Live co-hosted by Jeff Echols and Katie Kangas is the place where authors, experts, and thought leaders go to have engaged conversations with entrepreneurial architects around the world.
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On Demand Law Office Podcast: For Solo Lawyers and Small Firm Attorneys
Brandon Osterbind & Mike Lovell
The best podcast for practicing lawyers and their support staff to learn new tips, hacks, and tactics to streamline legal systems and processes that will make your productivity soar. On Demand Law Office will equip you and your team to use the tools that are available to you and will recommend some of the more common tools that will make your practice better. We will focus this podcast on the practice of law from the lawyer's perspective and from the paralegal's perspective. We believe that ...
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Take the hassle out of tax season and boost your small firm's financial efficiency with Taxaroo's cutting-edge tax software. Designed exclusively for small businesses, Taxaroo simplifies tax preparation, filing, and compliance, saving you time and money. Our user-friendly interface makes tax management a breeze, allowing you to focus on growing your business. Say goodbye to stress and hello to financial peace of mind - choose Taxaroo for small business success. For more detail visit us at ht ...
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SFP 96 Boosting firm capabilities with offshoring
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Are you facing a talent shortage? Offshoring may be the answer. Our guest Laurence Whittam of Impact Global Solutions discusses tapping into global talent pools to boost your firm’s capabilities. From selecting the right offshoring model to building successful remote teams, Laurence shares practical advice for small firms. Discover various offshori…
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SFP 95: The power of people and culture to transform business models and set firms up for success
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In this episode of the Small Firm Philosophy podcast, Ingrid Goldbloom-Bloch, Director of Career Development and Engagement at AAFCPAs, talks with PCPS manager Erin Hartman to share how her firm is making waves and doing things differently in the profession. When Ingrid joined AAFCPA, she was tasked with elevating the people and culture pillars of …
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SFP 94: A Hale and hearty approach to business model transformation
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Accounting firms planning for future success may want to rethink their approach to new opportunities. In this episode of the Small Firm Philosophy podcast, Elizabeth Hale, founder and CEO of eeCPA, shares with PCPS manager Erin Hartman how her firm is revolutionizing the traditional CPA model by putting people first and driving client success. SFP …
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SFP 94: How a data-driven approach powered this firm's transformation
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This episode of the Small Firm Philosophy podcast features Steve McDonald, CPA, managing partner at Abdo, sharing tips about how he integrated cutting edge data and government consulting services with new technologies to revolutionize his firm's client services. SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practic…
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SFP 93: New PCPS toolkits tackle revenue modeling and culling clients
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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, w…
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SFP 92: Sowing the seeds for future CPAs
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From engaging high schoolers to partnering with community influencers, discover how Grossman Yanak & Ford cultivates future accountants. This episode of the Small Firm Philosophy podcast features a discussion with GYF's Colleen Febbraro about the firm's freshman forum program, the importance of promoting the accounting profession, changing stereoty…
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SFP 91: Ascend to a new business model
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This episode of the Small Firm Philosophy podcast features an interview with David Wurtzbacher and Erin Stahmer of Ascend, a platform firm that is employing unique strategies in its business model. Join us to discuss people strategy, offshoring tips, and how to own the value of firm services. SFP is produced by AICPA & CIMA’s firm services team, ak…
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SFP 90: How a CPA firm got lean and ‘drastically reduced’ overtime
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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. Sherrin discusses how Avizo implemented Lean Six Sigma (LSS) to streamline the firm’s tax practice a…
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SFP 89: Business model transformation with SJHL's Chet Buchman
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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 multi-year journey to offering more advisory services, including the big mistake they made at the beginni…
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288: Lisensure Alternatives feat. Gabriel Keller
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In this episode, Jeff Echols and Co-Host Katie Kangas welcomed Gabriel Keller to Context & Clarity LIVE. Listen to the conversation as they talked with Gabriel, Co-Founder and Principal Designer at PKA Architects about his life, his education, and his future as an architect. If you enjoy this show, you can find similar content at Gābl Media. Mentio…
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287: Fanocracy for Architects feat. David Meerman Scott
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In this episode, Jeff Echols and Co-Host Katie Kangas welcomed David Meerman Scott to Context & Clarity LIVE. Listen to the conversation as they talked with David, strategist and best-selling author of "Fanocracy." David and his daughter Reiko wrote Fanocracy to demonstrate how to turn your fans into clients and your clients into fans. If you enjoy…
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286: Architecture Afterlife feat. Peter G. Smith
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In this episode, Jeff Echols and Co-Host Katie Kangas welcomed Peter G. Smith to Context & Clarity LIVE. Listen to the conversation as they talked with Pete, a retired architect, former FAIA, and former CEO. Pete retired from his post as CEO of BWBR, gave up his FAIA, and is riding off into the sunset as, among other things, an accomplished waterco…
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SFP 88: Advice for firms on BOI requirements, MAP Survey results
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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 beneficial ownership information (BOI) reporting requirements and also shares his biggest takeaways from the 2023 AICPA & CIMA National Management of an Accounting Practic…
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285: Leadership Development feat. Ryan McEnroe
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In this episode, Jeff Echols and Co-Host Katie Kangas welcomed Ryan McEnroe to Context & Clarity LIVE. Listen to the conversation as they talked with Ryan, architect, and leadership development guru. He’s widely recognized as a Co-Founder of the Christopher Kelley Leadership Development Program which is spreading to AIA components across the nation…
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284: Clarity, Mindfulness, Architecture feat. Andrew McConnell
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In this episode, Jeff Echols and Co-Host Katie Kangas welcomed Andrew McConnell to Context & Clarity LIVE. Listen to the conversation as they talked with Andrew, author, mentor, and startup founder, about how to achieve clarity in our modern world by starting with our own mindset. If you enjoy this show, you can find similar content at Gābl Media. …
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283: Truth and Architecture feat. Hiba Bhatty
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In this episode, Jeff Echols and Co-Host Katie Kangas welcomed Hiba Bhatty to Context & Clarity LIVE. Listen to the conversation as they talked with Hiba, Advocate, Mentor, Designer, and Comedian about truth and authenticity in design, in mentorship, in advocacy, in comedy, and in life. If you enjoy this show, you can find similar content at Gābl M…
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282: Communication and Collaboration feat. Mark Stanley
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In this episode, Jeff Echols and Co-Host Katie Kangas welcomed Mark Stanley to Context & Clarity LIVE. Listen to the conversation as they talked with Mark, Architect and Principal of PLAAD, LLC, about clear communication and collaboration as keys to success. If you enjoy this show, you can find similar content at Gābl Media. Mentioned in this episo…
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281: Supporting Changemakers feat. Amanda Dunfield
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In this episode, Jeff Echols and Co-Host Katie Kangas welcomed Amanda Dunfield to Context & Clarity LIVE. Listen to the conversation as they talked with Amanda, Architect, Founder, and Director of Design at Astra Studios, about harnessing the power of design for good. If you enjoy this show, you can find similar content at Gābl Media. Mentioned in …
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Streamline Your Small Firm's Finances with Taxaroo's Small Business Tax Software
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Take the hassle out of tax season and boost your small firm's financial efficiency with Taxaroo's cutting-edge tax software. Designed exclusively for small businesses, Taxaroo simplifies tax preparation, filing, and compliance, saving you time and money. Our user-friendly interface makes tax management a breeze, allowing you to focus on growing you…
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Context & Clarity LIVE is back for our Fall Season! In this episode, Jeff Echols and Co-Host Katie Kangas welcomed Carl Sergio back to Context & Clarity LIVE. Listen to the conversation as they talk with Carl, Context & Clarity LIVE alum, Architect, mentor, and leadership development sage. He’s been co-director of AIA Chicago’s Bridge Mentorship Pr…
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SFP 87: A Revolution in 'right-sizing' a client base
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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 …
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SFP #86: Five children, 3 businesses, 1 CPA's story
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Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses and has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. She also never worked in public accounting before launching her firm, Butler Davis Tax & Accounting. How has Davis done all of t…
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SFP #85: Chatting about generative AI
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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 generative AI chatbot had attracted more than 100 million users, making it the fastest-growing customer software appl…
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279: The Origin Story of Context & Clarity feat. Jeff Echols and Mark R. LePage (Live from A’23)
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In this episode, we embark on an inspiring adventure through time, tracing the roots of Context & Clarity. Listen to the conversation as we bring you an exclusive live recording from A’23. Jeff and Mark, renowned architects and entrepreneurs, share their personal stories, unveiling the pivotal moments that first led them to conceive Context & Clari…
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SFP #84: How to cut busy season hours in half (almost)
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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 success. Today, Joanna remains a full-time partner at the firm, but her son, Dalton Sweaney, CPA, is now the…
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278: Values-Based Architecture Brand feat. Emily Soccorsy
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In this podcast episode, Jeff Echols and Co-Host Katie Kengas welcomed Emily Soccorsy back to Context & Clarity LIVE. Listen to the conversation as we talked with Emily, Context & Clarity LIVE alum, brand strategist, Co-Author of the book, "Rooting Up: Essays on Modern Branding,” and one of the speakers at The EntreArchitect Community Annual Meetin…
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277: Designing, Drawing, Riding feat. Richard Worsham
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Designing, Drawing, Riding In this podcast episode, Jeff Echols and Co-Host Katie Kengas welcomed Richard Worsham to Context & Clarity LIVE. Listen to the conversation as we talked with Richard, Notre Dame architecture grad, Founder, and Lead Designer at Janus Motorcycles. If you enjoy this show, you can find similar content at Gābl Media. Mentione…
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276: Architects and Travel feat. George Smart
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Architecture and Travel In this podcast episode, Jeff Echols and Co-Host Katie Kengas welcomed George Smart to Context & Clarity LIVE. Listen to the conversation as we talked with George, Founder, and CEO of USModernist, the world's largest nonprofit educational archive dedicated to the documentation, preservation, and promotion of Modernist reside…
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275: Unreasonable Hospitality feat. Will Guidara
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How can you improve your client experience? In this podcast episode, Jeff Echols and Co-Host Katie Kengas welcomed Will Guidara to Context & Clarity LIVE. Listen the conversation as we talked with Will, renowned restauranteur and author of “Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect.” To watch the full con…
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SFP 83: Defying description, this CPA firm is a real Dark Horse
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A firm in a box. A franchise on steroids. The Uber (or Lyft) of CPA firms. To say that the business model of Dark Horse CPAs is difficult to describe is an understatement of the highest order. So exactly does Dark Horse do? What makes it unique? And what prompted CEO and co-founder Chase Birky to try a radically different business model? Find out a…
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274: Win Without Pitching feat. Blair Enns
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In this podcast episode, Jeff Echols and Co-Host Katie Kengas welcomed Blair Enns to Context & Clarity LIVE. Blair is the founder of Win Without Pitching, the sales training and coaching organization for creative professionals, the author of The Win Without Pitching Manifesto and Pricing Creativity: A Guide to Profit Beyond the Billable Hour. He co…
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273: The Intersection of Place and Longevity feat. Ryan Frederick
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Where is the intersection of place and healthy longevity? In this podcast episode, Jeff Echols and Co-Host Katie Kangas welcomed senior housing and aging-in-place expert, Ryan Frederick to Context & Clarity LIVE. Ryan is the Founder and CEO of Here (formerly Smart Living 360), and he’s also the Author of “Right Place, Right Time: The Ultimate Guide…
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272: God Is In The Details feat. Cherise Lakeside
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In this podcast episode, Jeff Echols and Co-Host Katie Kengas welcomed Cherise Lakeside, FCSI, CDT to Context & Clarity LIVE. Cherise is the Senior Specification Writer for RDH Building Science Inc., CSI Fellow, recent recipient of the Hans William Meier Award for Innovation of Certification Programs, Past President and current Certification Chair …
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How do you create a home that promises happiness? In this podcast episode, Jeff Echols and Co-Host Katie Kangas welcomed Architect and Author, Toby Witte to Context & Clarity LIVE. Toby is an Architect in North Carolina that designs modern and energy-efficient homes. He’s also the host of Monday Morning Mischief, and now the Author of “Supersizing …
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SFP 82: Bots pose new threat to CPA firms
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Roman Kepczyk, CPA.CITP, CGMA, director of firm technology strategy for Right Networks and author of the AICPA & CIMA’s CPA cybersecurity checklist, joins the Small Firm Philosophy podcast to discuss current cyberthreats and what CPA firms should be doing to protect their data and networks. Host Jeff Drew also asks Roman a fun question about that t…
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270: AI and Architecture feat. ChatGPT
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How will emerging technologies shape the future of architecture as a profession? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcomed ChatGPT to Context & Clarity LIVE. Listen to the conversation as we talked with ChatGPT about AI and the future of architecture. To watch the full conversation, visit YouTube. If you enjoy thi…
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SFP 81: How to transform a partner compensation model
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Incentivize the behaviors you want. That was the theory behind GRF CPAs & Advisors’ decision to change its partner compensation model several years ago. Firm leaders knew that if they wanted their partners to operate as a cohesive team, they needed to stop paying partners in ways that drove individualistic behaviors. More than five years later, GRF…
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269: Prolific Innovation feat. Carla Johnson
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What are the steps to becoming prolifically innovative? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcomed Carla Johnson to Context & Clarity LIVE. Listen to the conversation as we talked with Carla Johnson, the Author of our Context & Clarity Book Club book for the month of March, “RE:Think Innovation.” We’ll talk about h…
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268: Innovating The Built Environment feat. KP Reddy
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Where will innovation in the built environment come from? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcomed KP Reddy to Context & Clarity LIVE. Listen to the conversation as we talked with KP, the Founder, and CEO of Shadow Ventures, a firm that invests in startups innovating the built environment. To watch the full conve…
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267: Envision New Possibilities feat. Kimberly Dowdell
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Can you envision new possibilities for the world around you? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcomed Kimberly Dowdell to Context & Clarity LIVE. Listen to the conversation as we talk with Kimberly who is a Principal at HOK, a Past-President of NOMA, and will be the 100th President of the American Institute of Ar…
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266: Women Who Shape Architecture feat. She Builds
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Who are the women who have shaped architecture? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcome all three Co-Hosts of the She Builds Podcast to Context & Clarity LIVE. Listen to the conversation as we talk with Norgie Rivas, Jessica Rogers, and Lizi Raar, friends from architecture school who wanted to tell the seldom-tol…
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265: Sketch Like An Architect feat. David Drazil
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How do you understand, develop, and present ideas? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcome David Drazil to Context & Clarity LIVE. David is an architect, an artist, the Creator of "Sketch Like An Architect," and the book and course of the same name. Listen to the conversation as David joins us to talk about the t…
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SFP 80: Tech experts on ChatGPT, RPA, security, FTX, Web 3.0
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Chat bots that can write Excel macros. The internet’s first evolutionary leap since the 1990’s. And whatever happened to blockchain? Those are just a few of the topics covered by three top accounting technology experts during a special edition of the Small Firm Philosophy podcast, produced in partnership with the Journal of Accountancy podcast. Thi…
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264: The ROI of Educating Clients feat. Marcus Sheridan
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How should you educate the public (and your clients) about architecture? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcome Marcus Sheridan to Context & Clarity LIVE. Marcus is a marketing and sales expert and the author of our February Book Club book, “They Ask, You Answer”. Listen to the conversation as Marcus joins us to…
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263: Your Unique Value feat. Tyler Suomala
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What value do you bring to your clients and your work? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcome Tyler Suomala to Context & Clarity LIVE. Tyler does business development for Monograph and is the creator of Tyler Tactics where he helps architects communicate their unique value and attract high-quality clients. Liste…
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262: The Future of Architecture feat. Lakisha Woods
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What is the future of the profession of architecture? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcome Lakisha Woods, CEO of the American Institute of Architects, to Context & Clarity LIVE. Listen to the conversation as Lakisha joins us to talk about the future of architecture and architects’ impact on the future of the b…
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261: Explaining Architecture feat. Stewart Hicks
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How do you explain architecture? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcome Steward Hicks, architect, educator, storyteller, and YouTube star, to Context & Clarity LIVE. Listen to the conversation as Stewart joins us to talk about how and why to explain architecture. To watch the full conversation, visit YouTube. If…
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260: Mindfulness and Architecture feat. Pandit Dasa
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How can mindfulness change the way we practice? In this podcast episode, Jeff Echols and Co-Host Katharine MacPhail welcome Pandit Dasa, former monk, an authority on the future of work, resilience, mindfulness, and mental health, and the author of "Urban Monk" and "Closing the Apps: How to be Mindful at Work and at Home,” to Context & Clarity LIVE.…
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259: The Future of the Shopping Mall feat. Alexandra Lange
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51:06
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What’s the future of the shopping mall? In this podcast episode, join Jeff and co-host Katharine MacPhail backstage to reflect on a conversation that we had on Context & Clarity LIVE, Alexandra Lange - The Future of the Shopping Mall. Alexandra Lange is an architecture and design critic and author of "Meet Me By The Fountain: An Inside History Of T…
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SFP #79: How to protect digital assets from hackers
22:54
22:54
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Many small accounting firms may not have heard much about digital assets beyond bitcoin and the FTX bankruptcy, but accountants have two big reasons to learn more about the topic. First, the acceptance of digital assets as payment has steadily grown among accounting firms and especially their clients. Second, cyberattacks are increasingly targeting…
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