This episode of the Small Firm Philosophy podcast features an interview with Carl Peterson, CPA, AICPA & CIMA’s vice president of small firm interests. Peterson addresses the new beneficial ownership information (BOI) reporting requirements and also shares his biggest takeaways from the 2023 AICPA & CIMA National Management of an Accounting Practice (MAP) Survey.
The MAP Survey, like this podcast, is produced by AICPA & CIMA's firm practice management section, better known as the Private Companies Practice Section (PCPS). Jeff Drew, editor-in-chief of the Journal of Accountancy and lead author of the MAP Survey Executive Summary, is the host of SFP.
Also see:
· BOI Client Letter
· MAP survey resources
Small Firm Philsophy is published the fourth Wednesday of each month.
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 89: Business model transformation with SJHL's Chet Buchman
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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