Transforming: Tales of Business Evolution

TfP 025. Creating Value Beyond Compliance

As the profession evolves, accounting firms are reexamining assumptions that have guided their business models for decades. In this episode, Lisa Simpson, CPA, CGMA, Vice

TfP 024. Growth by Design

What if the key to firm growth is not working harder but building the right structures to make growth intentional? Morgan Cooper, Marketing Director, and Jeff Jacobs, Dir

TfP 023. The Talent Lifecycle Advantage

The talent landscape is changing — and firms and organizations that adapt will have a competitive advantage. In this episode, Lexi Weber, CPA, Senior Manager – Emerging P

TfP 022. Developing Talent and Embracing Change

Recorded live at the AICPA's ENGAGE 2026, Erin Hartman, CPA, Senior Manager – Firm Services, sits down with Cheryl Rhode, CPA, Partner at West Rhode & Roberts, where she

TfP 021. Evaluating the Independent CPA Firm Model

Many firm leaders are evaluating their ownership and capital models, which includes considering the option of bringing in outside strategic investors. But many firms cont

TfP 020. Elevating Women's Initiatives to Drive Transformation

In this episode, Laura Crowley, Partner at Citrin Cooperman and member of the AICPA's Women's Initiatives Executive Committee, and Mandy Gallagher, Lead Manager of Women'

TfP 019. Intentional Firm Growth That Actually Works

What does successful growth really look like for today's firms? In this episode, Sarah Krom, CPA, MST, Managing Partner of SKC & Co. CPAs, LLC, explores how firm leaders

TfP 018. Burnout Prevention in Action

Lauren Baptiste, founder of Acheloa Wellness, explores how burnout is more than just exhaustion; it's a systemic challenge affecting professionals at every level. Laure

TfP 017. Getting Ready for 'Busy Season', Part II

We're back with another special compilation of conversations offering insights relevant for preparing for busy season. Jaimie Boyd from the AICPA® Firm Services team shar

TfP 016. Beyond the Numbers: Real-World Insights from the MAP Survey

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,

TfP 015. Governance That Builds Culture

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

TfP 014. Building Balance in a Virtual Firm

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 cl

TfP 013. When Purpose Meets Innovation

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 dis

TfP 012. Creating Balance Without Losing Business

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

TfP 011. The Influence of Coaching on Firm Growth

Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from working at

Governance Series: Key Success Factors for Better Governance

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 Pres

Governance Series: Navigating Partnership Change with Purpose

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

Governance Series: The Rise of Non-CPA Leaders in Public Accounting

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

Governance Series: Implementing Operating Models in Your Firm

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

TfP 010. Leading with Authenticity and Vulnerability

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