Transforming: Tales of Business Evolution

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 this and what has she learned along the way? She shares her story in this episode of the Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section in partnership with the Journal of Accountancy podcast. 

Topics covered in this episode: 

  • Why Davis changed her firm's business model after the first year
  • How she uses video to communicate with clients and staff
  • How she shifted her firm away from taxes to accounting bookkeeping and advisory services
  • How price increases helped her firm right-size its client base
  • How she uses social media to connect with her peers and also land clients
...more
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Transforming: Tales of Business EvolutionBy AICPA & CIMA

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