Mental Health, Better Clients, More Money at BTG, with Lisa Simpson
About this episode
Lisa Simpson discusses the transformation of business models in accounting firms and the impact of mental health on client management.
Terrell Turner sits down with Lisa Simpson of the AICPA, who leads the organization's Transforming Your Business Model initiative, live from Bridging the Gap 2025 on Episode 272 of The Unique CPA . Lisa makes a compelling case that the old model, with its long, billable hours where firms carry too many of the wrong clients, is not only unsustainable, but actively unnecessary. Firms that have right-sized their client base are almost universally earning more the following year, not less, because they can finally deliver the kind of advisory value clients will actually pay for. She traces how the pandemic's visible toll on practitioners sparked a broader reckoning inside the AICPA, and how that translated into concrete tools, peer stories, and low-cost resources now available to firms of every size. Lisa also touches on the cultural inertia that slows change down, and why technology is making that resistance increasingly hard to justify. Get the full show notes and more resources at TheUniqueCPA.com
People in this episode
Host: Terrell Turner
Guest: Lisa Simpson
Topics covered
- mental health
- client management
- business model transformation
- advisory services
- technology in business
Mentioned in this episode
Organizations: AICPA, Bridging the Gap 2025
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