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 create a healthier, more sustainable work environment. Tune in to learn how to normalize a better busy season. 

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]

Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from working at a large firm to establishing her own CAS and Tax practice. Rebecca elaborates on the significant life changes that motivated her to pursue a different career trajectory. 

Emphasized in this episode is the significance of internal CAS practices and the key role coaching plays in assisting firm owners to develop sustainable firms. Rebecca also encourages listeners to think about their goals and desired lifestyle, and how that can be aligned with their career paths.

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]

In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, to wrap up and share insights and lessons learned from the series. They reflect on the evolving mindset around governance and how it is relevant to firms of all sizes – not just large firms.

The discussion also focuses on the key success factors of effective governance improvements and how to embark on making governance changes, even if the process hasn’t been perfected. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. 

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]

In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshaping partnership agreements within firms.

The conversation also provides insights into the challenges of implementing changes to partnership agreements and how to navigate the transformation. As part of a unique four-part series on governance, this informative discussion aims to offer guidance for those journeying down the path of transforming their partnership agreements. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies.

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]

In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Eric Majchrzak, CEO/Principal for BeachFleischman, to dive into a pivotal shift in the accounting profession—the rise of non-CPA professionals stepping into leadership roles in public accounting firms.

Learn more about how firms are embracing non-CPA leadership to drive transformation as they strive for growth and innovation. Part of a special four-part series highlighting governance, this engaging discussion offers insights into the future of accounting leadership. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies.

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

 This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]

In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chris Sullivan, CPA, Managing Partner of VSH CPAs, and Amber Goering, CPA, Owner of Goering & Granatino (GG Advisors) to discuss the implementation of the Entrepreneurial Operating System (EOS) in their respective firms. Chris and Amber share their experiences and challenges faced during the implementation, such as the need for a strategic plan and the necessary time commitment. 

Chris and Amber also share insights on the benefits of EOS, including how firms can use it for quick decision-making and creating a culture of accountability. Part of a special four-part series highlighting governance, this episode provides the roadmap for a journey of growth and improvement. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies.

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]

Content Note: This episode includes discussions about mental health, including depression, anxiety, and suicide. Please take care while listening.

In this powerful episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares his personal story of navigating mental health challenges and how that experience shaped his leadership approach and advocacy within the profession.

Randy shares what it means to lead with vulnerability and foster a people-first culture. He offers heartfelt advice, simple tips to manage burnout, and encouragement to those quietly facing their own struggles.

Tune in for an honest, inspiring conversation on vulnerability, resilience, leadership, and transforming workplace culture.

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]

What defines a thriving business development culture in public accounting? Josh Axelrod, Chief Operating Officer of Aldrich CPAs + Advisors, shares the elements of a successful business development environment.

Learn how intentional efforts pave the way for strategic action and how to overcome challenges you may face. Packed with actionable insights and real-world advice, you’ll obtain strategies on how to ensure your firm not only grows but thrives in a rapidly changing profession.

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]

Gary Thomson, CPA, Founder and Principal of Thomson Consulting, and Sarah Johnson Dobek, Founder and President of Inovautus Consulting, explore how strong governance can drive successful business model transformation.

They share practical insights on how firms can adopt effective governance frameworks to guide their transformation strategies, ensuring sustainable growth and adaptability. You’ll learn key approaches to structuring governance that can help your firm navigate change for new opportunities.

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]

Private equity-backed firms are reshaping the professional services landscape. In this episode, Tim Brackney, CEO of Springline Advisory, and Josh Beck, Managing Partner at MarksNelson Advisory LLC, share insights into their collaboration and strategic approaches to firm growth and transformation.

Discover how Springline’s model helps firms unlock value, enhance operations and scale successfully. From leadership alignment to strengthening people-first cultures, this conversation reveals how firms can leverage private equity to evolve their business model while staying true to their core values.

To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at [email protected]