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Transforming: Tales of Business EvolutionAuthor: AICPA & CIMA
The Small Firms Philosophy podcast has become "Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. "Transforming" started in November 2024 with 4 bonus episodes. Brought to you by AICPA & CIMA's Private Companies Practices Section (PCPS). Language: en-us Genres: Business, Business News, Management, News Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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TfP 025. Creating Value Beyond Compliance
Episode 25
Thursday, 15 October, 2026
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 President of Firm Services at the AICPA®, talks with Chase Carpenter, Chief Executive Officer, Partner at H&S Companies, CPAs & Business Advisors, about their ongoing transformation from a traditional CPA firm to an advisory-focused professional services organization. Facing a major ownership transition and shifting market dynamics, Chase's firm reexamined its operating model, governance structure, talent strategy, and client experience to build a more sustainable path forward. Chase shares how his firm moved beyond traditional ways of working to create a stronger foundation for the future. He reflects on what it took to build alignment, make better use of his staff's strengths, and shift client conversations toward more proactive advice and lasting value. For firm leaders navigating change in their own organizations, this conversation offers a practical look at leading transformation with clarity, discipline, and purpose. Additional resources: Governance Series: Implementing Operating Models in Your Firm PCPS Governance Toolkit & Podcast Series PCPS Right-Sizing Your Client Base Toolkit Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com 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. Continue the conversation beyond this episode in the Engage365 PCPS Community, where members can connect with peers, share ideas, access exclusive resources, and discover what's working across firms like yours. 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 podcast@aicpa-cima.com
