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 75: Two cyberthreats CPA firms should fear this Halloween
SFP 74: What a CPA learned starting his own advisory firm
SFP 73: What firms should know about succession and M&A
SFP 72: How MAP Survey results improve small firm management
SFP #71: How RPA paid off for this accounting firm
CFOs and CPA firms: Common staff development challenges
Survey says firms face many top issues
The secrets of selling your small firm
Volunteer for personal and professional growth
Ransomware attack: One small firm’s worst nightmare
CPAs: Not boring to cybercriminals
M&A best practices: Insights from a small and large firm perspective
Advancing diversity in a small firm: A business imperative
Using client continuance strategies to control busy season
Surviving tax season: Top strategies to prepare your small firm
Right-size your client base, improve your small firm
A sole proprietor’s journey to building a better practice
Proposed changes to Peer Review standards and the small firm impact
Top tax issues impacting small firms
Small firms face familiar challenges in unprecedented times
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