Podcast Episodes
Back to SearchTfP 015. Governance That Builds Culture
Season 2
In this episode of Transforming: Tales of Business Model Evolution, Suzanne Forbes, CPA, Managing Partner of James Moore, explores why governance must evolve as your firm grows, why it’s essential to…
Published on 16 hours ago
TfP 014. Building Balance in a Virtual Firm
Season 2
Kelly Rohrs, CPA, Founder of K. Rohrs, CPA, P.C., shares the journey of launching her firm from concept to reality. Listeners will gain insight into how she structures client relationships, manages e…
Published on 1 month ago
TfP 013. When Purpose Meets Innovation
Season 2
Live from ENGAGE 2025, Erin Hartman, CPA, Senior Manager – Firm Services, sits down with Argel Sabillo, CPA, Cofounder and Chief Executive Officer of HeyApril Inc, to discuss the ways he is reshapin…
Published on 1 month, 3 weeks ago
TfP 012. Creating Balance Without Losing Business
Season 2
Brenda Cannon, Partner at Cannon & Associates, CPAs, shares how her firm rethought busy season by scheduling every tax return to prepare and control the workflow.
From setting clear boundaries and pr…
Published on 2 months ago
TfP 011. The Influence of Coaching on Firm Growth
Season 2
Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from working at a large firm to establishing …
Published on 3 months, 1 week ago
Governance Series: Key Success Factors for Better Governance
Season 2
In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek, Founder and President of Inovautus Consulting…
Published on 3 months, 4 weeks ago
Governance Series: Navigating Partnership Change with Purpose
Season 2
In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Princ…
Published on 3 months, 4 weeks ago
Governance Series: The Rise of Non-CPA Leaders in Public Accounting
Season 2
In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Eric Majchrzak, CEO/Principal for …
Published on 4 months ago
Governance Series: Implementing Operating Models in Your Firm
Season 2
In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chris Sullivan, CPA, Managing Part…
Published on 4 months ago
TfP 010. Leading with Authenticity and Vulnerability
Season 2
Content Note: This episode includes discussions about mental health, including depression, anxiety, and suicide. Please take care while listening.
In this powerful episode, Randy Crabtree, Co-Founder…
Published on 4 months, 1 week ago