Reimagining firm ownership — Building and growing a modern practice

Reimagining firm ownership — Building and growing a modern practice

From Tax Section Odyssey by AICPA & CIMA

November 26, 2025 · 26 min

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

People in this episode

Host: April Walker

Guest: Adam Shay

Topics covered

  • firm ownership
  • accounting practice
  • leadership development
  • process improvement
  • technology adoption
  • pricing strategies

Keywords

  • firm ownership
  • accounting
  • leadership
  • process documentation
  • technology
  • pricing model
  • sustainable practice

Mentioned in this episode

Organizations: AICPA, CIMA, Engage365, PCPS

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