This episode of the Small Firm Philosophy podcast features an interview with Chet Buchman, CPA, CGMA, managing partner of Kansas-based accounting firm Swindoll, Janzen, Hawk and Loyd, LLC (SJHL). In this discussion, Buchman describes his firm’s multi-year journey to offering more advisory services, including the big mistake they made at the beginning and what they learned from it. He also explains SJHL’s strategy for reducing busy season hours for staff and partners.
SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). PCPS manager Erin Hartman, CPA, conducted the interview. This episode is part of an ongoing content series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.
For more on the series, check out the Transforming Your Business Model landing page. To learn more about Chet Buchman and his firm, go to the SJHL website.
SFP 94: A Hale and hearty approach to business model transformation
SFP 94: How a data-driven approach powered this firm's transformation
SFP 93: New PCPS toolkits tackle revenue modeling and culling clients
SFP #92: Sowing the seeds for future CPAs
SFP #91: Ascend to a new business model
SFP 90: How a CPA firm got lean and ‘drastically reduced’ overtime
SFP 88: Advice for firms on BOI requirements, MAP Survey results
SFP 87: A Revolution in 'right-sizing' a client base
SFP #86: Five children, 3 businesses, 1 CPA's story
SFP #85: Chatting about generative AI
SFP #84: How to cut busy season hours in half (almost)
SFP 83: Defying description, this CPA firm is a real Dark Horse
SFP 82: Bots pose new threat to CPA firms
SFP 81: How to transform a partner compensation model
SFP 80: Tech experts on ChatGPT, RPA, security, FTX, Web 3.0
SFP #79: How to protect digital assets from hackers
SFP 78: One woman’s journey from Africa to accounting firm ownership
SFP 77: The CPA’s guide to technology (and tech gifts)
SFP 76: How to make busy season more fun and more productive
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