Reimagining firm ownership — Building and growing a modern practice
About this episode
This episode discusses reimagining firm ownership and building a modern accounting practice with insights from industry experts.
In this Tax Section Odyssey podcast episode, April Walker, CPA, CGMA, is joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners , to kick off a three-part series on reimagining firm ownership. The conversation explores the lifecycle of a modern accounting firm, focusing on building a sellable practice, developing future leaders and overcoming common challenges such as owner dependency and process bottlenecks. Hear insights on leveraging people, processes, pricing and technology to create a sustainable, scalable firm. What you'll learn from this episode: Practical strategies for delegation, leadership development and embracing innovation. Actionable advice for navigating growth, preparing for transition and fostering a culture of continuous improvement in today's rapidly evolving tax profession. How process documentation and technology adoption drive consistency in a firm. How to use a pricing model to reflect value provided to your clients. AICPA resources Engage365 Reimagining Your Tax Practice PCPS Transforming Your Business Model
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