Podcasts about small firms

In today's episode of Under the Hood, Accountants Daily journalist Carlos Tse is joined by JD Scott & Co founder James Scott (pictured) to discuss his experience as a small-business owner, navigating burnout, hiring, AI, and the impacts of the budget Tune in to hear more about: The importance of small-business owners maintaining perspective for burnout management. Why effective succession planning depends on transparency, communication, and aligning expectations across generations. The non-accountant professional and what they can bring to firms. How AI is eliminating low-value administrative work and allowing accountants to focus on higher-value client advisory services.

Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner's Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession. This month, we're joined by Andy Row, CRO with CPA Site Solutions, to discuss the transformative power of tax automation for small firms. He emphasizes how shifting away from manual data entry allows practitioners to focus on high-value advisory services, ultimately increasing firm capacity without adding headcount. Roe provides a roadmap for firms to navigate the "tax automation journey," highlighting that the most successful practitioners are those who embrace standardized workflows and modern technology to solve the perennial staffing and capacity challenges facing the profession. "Automation isn't just about saving time; it's about creating the capacity to be the advisor your clients actually want you to be." Andrew Roe | LinkedIn   FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite at Small Firm Suite - Florida Institute of CPAs.

See what the team at The Successful Bookkeeper has on right now → Sammy Mattingly and Fred Ott are back for the finale of their two-part conversation with host Michael Palmer. Where Part 1 covered the leap into bookkeeping entrepreneurship, Part 2 gets into the gritty, practical work of making a young firm sustainable — documenting processes, surviving the first real growth wave, hiring employee number one, and deciding what kind of business they actually want to build. Chapters [00:00] Introduction and Episode Recap [01:18] What Makes This Partnership Work [04:30] Growth Wave Exposes System Gaps [07:00] Hiring the First Employee [09:00] Fixing Onboarding the Right Way [12:00] Joining Pure Bookkeeping and Freedom Gateway [15:30] Walls Hit and Lessons Learned [18:30] Long-Term Vision and the Journey [21:30] The 'How to Make a Few Thousand Dollars' Podcast The Partnership Advantage One of the quieter themes running through this episode is just how much the partnership itself has been a growth tool. Sammy puts it plainly: "Fred is the only one of my friends that I could do this with — and it's mostly down to that accountability piece and the amount of work that each of us is going to put into this." For bookkeepers considering a partner arrangement, this episode is a useful reality check on what makes it work — shared drive, mutual trust, and complementary skill sets — and what makes it hard. When Clients Arrive Faster Than Your Systems The real test of any process is live clients. Sammy and Fred thought their systems were solid after months of heavy networking. Then the referrals started rolling in, and the cracks showed fast. "We quickly realized our systems and our processes are not what we need to be able to support the growth that we have now and that we want in the future," Fred says. Their response was to pull back from networking temporarily, sit down together, and map out standard operating procedures from scratch — building workflows, identifying automation opportunities, and stress-testing everything against real client volume. Onboarding: Break It, Fix It, Repeat Onboarding was the first thing to crack under pressure. Rather than patching it on the fly, Sammy and Fred blocked a Saturday, mapped every pain point, and rebuilt it. When the next wave of clients came through a month later, the process was smooth — but it surfaced a new set of smaller issues. "There's always something rolling onto the pocket of like, okay, here's an issue with our process," Sammy says. "Now we need to set aside time to work together to map out how to fix that and how to implement it." That cycle of deliberate improvement is now a permanent feature of how they run the business. Pure Bookkeeping and the Freedom Gateway Sammy credits early podcast listening for pointing him toward Pure Bookkeeping, and describes the decision to join as straightforward once the need for a real system became obvious. What stood out most was the access to experienced guidance: "Having an hour with Lisa Campbell a week, someone who's done it, who's built a very successful firm — she was great in just helping us learn and develop and how to work on the business." They also appreciated that the system is customizable — their Pure and Pixie setup reflects their firm, not a template. Building Toward Something (Without Telling Everyone What It Is) When Michael asks about the long-term vision, neither Sammy nor Fred throws out a revenue number — and Michael approves. Fred frames it well: "Like we want to grow and do all these things, but ultimately the day-to-day — we want the day-to-day to be enjoyable. We like challenging ourselves, we're curious people, and we like learning." They're also currently working through Traction by Gino Wickman and have launched their own podcast, How to Make a Few Thousand Dollars, which earned an early shoutout from the entrepreneur who inspired the name. Links Mentioned Mattingly & Ott Financial Accounting How to Make a Few Thousand Dollars — Sammy and Fred's podcast (search on your podcast app) Pure Bookkeeping — the system referenced throughout the episode Traction by Gino Wickman — EOS framework book Sammy and Fred are currently implementing How to Make a Few Billion Dollars by Brad Jacobs — inspiration for their podcast name The Successful Bookkeeper Episode featuring Theresa Slack — referenced by Michael as a model partnership story About the Guests Fred Ott and Sammy Mattingly are co-founders of Mattingly & Ott Financial Accounting, LLC, a growing bookkeeping firm built on referral-driven networking, deliberate systems work, and a commitment to serving small business owners in their community. Friends since high school, they made the jump from W-2 employment to entrepreneurship together and are now navigating their first year of real scale — with their first employee, a growing client roster, and a podcast of their own. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

In this episode of Small Firm, Big Impact, we unpack the key updates from the recent Australian Federal Budget 2026-27 and what they mean for accounting firms and their clients. Treasurer Jim Chalmers has handed down one of the most significant budgets in recent times, with fundamental changes to taxation of capital and trusts. Our host, Zoe Delamare, Public Affairs Lead, is joined by Susan Franks CA, Australian Tax and Superannuation Leader and Tony Negline CA, Superannuation and Financial Advice Leader, to dive into the changes and what CA ANZ members need to know. In this episode, we discuss: Changes to the minimum tax on discretionary trust distributions How to advise super fund clients The impact of capital gains tax changes and valuation Practical ways to support clients How we can advocate for members Resources mentioned: CA ANZ Budget coverage Federal Budget webinar recording Visit the podcast page for more resources See omnystudio.com/listener for privacy information.

AI is changing legal marketing faster than most law firms realize. In episode 617 of the Lawyerist Podcast, Stephanie Everett talks with Conrad Saam, founder of Mockingbird, about what law firms need to understand as AI begins reshaping marketing, reporting, decision making, and the business of running a firm.  Conrad shares why AI may give smaller, more entrepreneurial law firms a new way to compete against larger firms with bigger budgets and more data. He explains how firms can use AI to build smarter internal systems, improve reporting, and rethink the tools they rely on every day.  The conversation also explores leadership under pressure through Conrad's volunteer work in ski patrol and search and rescue. From staying calm in high stress situations to debriefing after things go wrong, he shares practical lessons law firm owners can apply when managing clients, teams, campaigns, and business decisions.  If you are trying to understand what AI really means for law firm growth, legal marketing, and the future of small firms, this episode offers a grounded look at what is changing, what is overhyped, and what law firm owners should pay attention to next.  Listen to our previous episodes on Legal Marketing, AI & Smarter Law Firm Growth.  #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #584: How to Stay Human in the Age of AI Driven Law Firm Marketing, with Conroy Creative Apple | Spotify | LTN   #580: Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN   #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN  Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Subscribe to Lawyerist Podcast: https://play.megaphone.fm/xrm0mqp4tqwi0ozntiu41g   Chapters / Timestamps:  00:00 – Introduction  00:25 – Lawyer Mental Health and Well Being02:45 – Meet Legal Marketing Expert Conrad Saam03:35 – The Early Days of SEO for Lawyers04:00 – What Search and Rescue Teaches About Business06:40 – Why Law Firm Owners Struggle to Disconnect08:45 – Calm Leadership in Stressful Moments09:55 – How Leaders Shape Law Firm Culture12:05 – Using Checklists to Make Better Business Decisions13:00 – Preparing for Problems Before They Happen14:20 – Why Outcomes Don't Tell the Whole Story16:05 – The Value of Legal Marketing Content17:40 – AI and the Future of Legal Marketing18:25 – What ABA Tech Show Revealed About AI19:35 – Why Law Firms May Build Their Own AI Tools20:35 – Can AI Level the Playing Field for Small Firms?23:35 – Replacing Expensive Reporting Systems with AI26:25 – Why AI Rankings Can Be Misleading28:45 – Tactical Marketing for Law Firm Owners31:10 – Rethinking Leadership as a Law Firm CEO32:20 – Closing Thoughts  Learn more about your ad choices. Visit megaphone.fm/adchoices

AI is changing legal marketing faster than most law firms realize. In episode 617 of the Lawyerist Podcast, Stephanie Everett talks with Conrad Saam, founder of Mockingbird, about what law firms need to understand as AI begins reshaping marketing, reporting, decision making, and the business of running a firm.  Conrad shares why AI may give smaller, more entrepreneurial law firms a new way to compete against larger firms with bigger budgets and more data. He explains how firms can use AI to build smarter internal systems, improve reporting, and rethink the tools they rely on every day.  The conversation also explores leadership under pressure through Conrad's volunteer work in ski patrol and search and rescue. From staying calm in high stress situations to debriefing after things go wrong, he shares practical lessons law firm owners can apply when managing clients, teams, campaigns, and business decisions.  If you are trying to understand what AI really means for law firm growth, legal marketing, and the future of small firms, this episode offers a grounded look at what is changing, what is overhyped, and what law firm owners should pay attention to next.  Listen to our previous episodes on Legal Marketing, AI & Smarter Law Firm Growth.  #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #584: How to Stay Human in the Age of AI Driven Law Firm Marketing, with Conroy Creative Apple | Spotify | LTN   #580: Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot Apple | Spotify | LTN  #577: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN   #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam Apple | Spotify | LTN  Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.     Chapters / Timestamps:  00:00 – Introduction  00:25 – Lawyer Mental Health and Well Being02:45 – Meet Legal Marketing Expert Conrad Saam03:35 – The Early Days of SEO for Lawyers04:00 – What Search and Rescue Teaches About Business06:40 – Why Law Firm Owners Struggle to Disconnect08:45 – Calm Leadership in Stressful Moments09:55 – How Leaders Shape Law Firm Culture12:05 – Using Checklists to Make Better Business Decisions13:00 – Preparing for Problems Before They Happen14:20 – Why Outcomes Don't Tell the Whole Story16:05 – The Value of Legal Marketing Content17:40 – AI and the Future of Legal Marketing18:25 – What ABA Tech Show Revealed About AI19:35 – Why Law Firms May Build Their Own AI Tools20:35 – Can AI Level the Playing Field for Small Firms?23:35 – Replacing Expensive Reporting Systems with AI26:25 – Why AI Rankings Can Be Misleading28:45 – Tactical Marketing for Law Firm Owners31:10 – Rethinking Leadership as a Law Firm CEO32:20 – Closing Thoughts 

Most VCs talk about ownership. Few actually build it. Neil Sequeira, Co-Founder and General Partner at Defy, breaks down the unconventional strategies his firm uses to average 17 percent ownership across their seven highest marked portfolio companies — and why that number puts them up against any early stage manager in the country.Neil spent 12 years at General Catalyst before co-founding Defy a decade ago. In this conversation, he gets into why 75 percent of their deal flow never goes to market, how they made their biggest capital call on April 1st 2020 when venture investment was down 80 percent industry-wide, and why the most contentious deal at the partner meeting is usually the one that ends up doing the best.This is a masterclass in early stage conviction, portfolio construction, and what it actually means to partner with a founder for the long term.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about -- Why Defy keeps their partnership small on purpose, and how that directly drives better early stage returns- The April 1st 2020 capital call: how they deployed 20% of Fund 2 in the quarter venture fell 80% industry-wide- The three-bucket framework for evaluating investments, and why the founder bucket outweighs market knowledge and hard work combined- How Defy averages 17% ownership across their seven highest marked companies using strategies most VCs never think to use- The one early signal that has predicted every failed investment in their portfolio, and why they no longer rationalize past it---Timestamps:(00:00) - Preview(00:28) - Introduction to Neil Sequeira and Defy(02:05) - How Decision-Making Quality Changes as VC Firms Scale(05:54) - The Speed of Conviction in Large vs. Small Firms(07:20) - The Power of Proprietary Deals(08:52) - Neil's Most Formative Investment Decisions(13:25) - Why the "Person" is the Most Critical Investment Factor(16:39) - Case Study: When an Investment Thesis Evolves Significantly(20:40) - Evolving Portfolio Construction Across Different Funds(22:30) - The Impact of AI on Investment Strategy and Check Size(24:10) - Building Company-Creation Platforms (US Defense, Crypto)(25:25) - How LPs React to Evolving Fund Strategies(28:20) - A Contrarian Approach: Investing When the Market Goes Dark(32:39) - Initial Bets vs. Doubling Down on Winners(34:35) - How Defy Owns 17% of Their Best Companies(37:34) - Patterns in Failed Investments: Lessons from Hindsight(38:25) - The Red Flag of Founder Integrity Issues(40:15) - The Danger of Market Noise and Not Controlling Your Destiny(44:03) - Start of Rapid Fire Round(44:19) - Sectors and Regions of Investment(44:53) - Typical Stage of Investment(45:47) - Leading Investment Rounds(46:28) - Typical Check Size and Ownership Goals(47:38) - How to Connect with Neil and Defy(48:45) - ConclusionLinks:Defy - https://defy.vc/Connect with Neil Sequeira - https://www.linkedin.com/in/neil-sequeira-76739a40/Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X ⁠Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠VC10X website - ⁠https://vc10x.com#VentureCapital #EarlyStageInvesting #StartupFunding #VC10X #NeilSequeira #Defy #PortfolioConstruction #FounderAdvice #VCPodcast #StartupInvesting

Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner's Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession. This month, we are joined by Chris Cromer, Director of Operations with CPA.com, who provides expert insights, strategies and solutions your firm needs to deliver higher-level services and also is the operator of a top-level domain called .CPA. "Instead of .COM we're .CPA, which is restricted to the CPA profession. You have to be a licensed CPA or CPA firm in order to register a .CPA domain." FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite.

Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner's Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession. This month, we're joined by Laurence Whittam, practice leader and advisor with Whitman Advisory. Whitman Advisory has helped CPA firms for more than 20 years, educating them on their options when seeking global talent. “The words ‘outsourcing' and ‘offshoring,' I think everyone's burnt out by those, right? I want to make sure you're using a good provider that has the right infrastructure in place … the right model that aligns with your vision.” Laurence Whittam | LinkedIn  FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite.

Join the FICPA and longtime FICPA member Dan Henn each month as we host dynamic interview-style sessions designed to spark meaningful industry conversations. "The Practitioner's Edge” delivers practical insights for CPAs and professionals in small firms. Each episode explores strategies, trends and real-world solutions to help you run a stronger practice, serve clients better and stay ahead in a changing profession. This month, we are joined by Frank Tumminello, CEO and Co-Founder of FileForms, who aims to help FICPA members in stopping the manual tracking of entity compliance. FICPA Members: Discover additional tools and resources in the FICPA Small Firm Suite at Small Firm Suite - Florida Institute of CPAs.

Nicole Adkison is a California-based estate planning attorney with nearly 12 years of experience helping families, business owners, and individuals navigate the complexities of wealth preservation and tax strategy. Specializing in advanced estate and gift tax planning, business succession, generational wealth transfer, private real estate transactions, and charitable planning, Nicole provides creative, tax-savvy solutions that go beyond the ordinary.Visit her website here: https://www.adkisonlaw.com/

The CEO of Embrace Partners and CEO of the Minority Business Development Institute talks with Deputy Editor Aileen Cho about helping small contractors achieve business acumen and bonding capacity.

Small CPA firms play a critical role in the accounting profession, and new tools are helping them compete, innovate, and grow. In this episode of the JofA podcast, Stephanie Otero, CPA, the AICPA's vice president–Small Firm Advocate, discusses why small firms matter, how AI and automation are leveling the playing field, and where innovation thrives in smaller practices. She references real-world examples and previews the PCPS Small Firm Success Series, a free, CPE-eligible webcast series for AICPA members. The conversation also looks ahead to ENGAGE in Las Vegas and the ways AICPA resources and communities help small firm practitioners realize they do not have to go it alone. Related resources: Private Companies Practice Section firm membership. Resources for small firms. Transforming Your Business Model resources. April 20 PCPS Overview Session. Article on small firms' use of AI and automation. What you'll learn from this episode: The importance of small CPA firms to the profession and why Otero is passionate about advocating for such firms. How AI and automation can help small firms compete with larger organizations. Practical examples of practitioners using technology to build capacity. AICPA resources can help small firm leaders connect and grow.

How Small Firm Architects Can Compete and WinIn this EntreArchitect Podcast episode on marketing strategies for small architecture firms, Pam Raymond and Jayme Gately of Blueprint share how smaller practices can stand out and win better work. Together, they bring decades of experience leading marketing and communications at top global firms. Now, they help design professionals build smarter, more strategic approaches to growth.First, Pam and Jayme explain why relationship-based marketing still matters most. They show how trust, consistency, and clear positioning can outperform big budgets. In addition, they break down how firms can tell a compelling story that resonates with the right clients.Finally, they offer practical steps for building a focused marketing plan that actually works. From refining your message to strengthening your network, their advice is simple and actionable. As a result, small and mid-sized firms can compete with confidence and clarity.This week at EntreArchitect Podcast, How Small Firm Architects Can Compete and Win with Pam Raymond and Jayme Gately.Learn more about Pam and Jayme at GotBlueprint.com, and connect with them on Instagram and LinkedIn.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.WeCollabify helps small architecture firms build sustainable capacity through an insourcing model that integrates skilled BIM and technical professionals directly into your team—working in your time zone, inside your systems. Learn how to scale with intention at wecollabify.com/entrearchitect.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:Frosty & Fired UpContext & ClarityContext & Clarity

Evan Banker didn't plan to become a ski lawyer, but a chance opportunity led him to a niche practice handling collisions on the slopes. He explains how skiing accidents become legal cases, from right-of-way rules and Colorado's Skier Safety Act to evidence like witness accounts, video footage, GPS tracking data, and damage patterns on the skis themselves. Evan discusses why injured skiers hesitate to pursue claims and how personal injury lawyers navigate the profession's stigma. He also talks about leveling the playing field against deep pockets with his firms contingency fee model. The conversation also offers a behind-the-scenes look at small firm life and succession planning. Evan is a graduate of the University of Denver College of Law.This episode is hosted by Kyle McEntee.Mentioned in this episode:Access LawHub today!Learn more about Juno and private student loansLearn more about Juno and private student loansLoyola Law SchoolLearn more about Loyola Law School

Stephanie Otero, the vice president, small firm advocacy, at the AICPA, talks about the issues and opportunities that face the smaller firms that make up the backbone of the profession.

Japanese Prime Minister Sanae Takaichi stressed Monday that her government will make utmost efforts to help small companies raise wages.

In this episode of Small Firm, Big Impact, we unpack how the ATO manages remission of the General Interest Charge (GIC) and what it means for accounting firms and their clients. With rising cost pressures and increased scrutiny, GIC is becoming a bigger issue in practice. But how remission decisions are made, and why outcomes can vary, is not always clear. Our host, Lisa Lintern, is joined by Ruth Owen, Inspector-General of Taxation and Taxation Ombudsman, who shares insights from a recent review into GIC remission, and the key issues raised by CA ANZ members. In this episode, we discuss: How the ATO approaches GIC remission decisions Why inconsistency occurs, and what’s changing When practitioners should consider applying for remission Practical ways to support clients facing growing GIC What informal review options are available if decisions are declined Resources mentioned: CA ANZ submission on GIC remission Tax Ombudsman review into GIC remission ATO changes to GIC remission (January 2026) Visit the podcast page for more resources See omnystudio.com/listener for privacy information.

In this episode, I sit down with Allison Wolf, a leadership coach and strategic advisor working with lawyers and law firms across Canada and the United States, with a particular focus on small and mid-sized firms. We talk about the realities of growth for small firm and solo founders, and what can happen when more clients, more files, and more opportunity begin to stretch the systems, people, and leadership capacity of a firm.   This conversation is full of practical insight for founders who want to build intentionally rather than simply react to what growth brings. Listen in this week to hear why hiring support can become essential, how to think about culture in a more concrete way, and what it takes to create a strategic plan that actually guides decisions and gets implemented. Allison also explains the relationship between strategy and culture, and why both matter if you want your firm to grow in a way that is sustainable.   Get full show notes and more information here: https://thejoyfulpractice.com/252        Click here to grab my procrastination protocol checklist: https://mailchi.mp/0c249b28750c/procrastination_protocol         Click here to grab my time management podcast roadmap: https://mailchi.mp/d267dabde299/time-management-lawyers-podcast-roadmap

AI is reshaping the skills contractors need to compete. Small businesses in particular need to adjust how they use these tools inside their proposals. An intentional approach can help a proposal stand out in a crowd. We get practical guidance from Desmond Brown, former Executive Director, Office of Small & Disadvantaged Business Utilization, Department of Veterans Affairs.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What does it look like when a firm stops just talking about diversity and starts building a tangible pathway for the next generation of architects?In this episode of Practice Disrupted, Evelyn Lee is joined by Leah Alissa Bayer, founding principal of Architects Fora, and Gabriella Vaz de Freitas, the firm's Technology Lead and a former recipient of the "FORAship." Leah shares how her fully remote, women-owned firm moved beyond industry-wide conversations about the "pipeline problem" to create a structured, year-long scholarship and internship program. Gabriella, who moved from São Paulo to California, provides a firsthand account of how the program's financial support and intentional mentorship allowed her to transition from a student to a leader in AI-enabled design and firm technology.The conversation explores the mechanics of the FORAship, an immersive experience designed specifically for underrepresented students. Unlike traditional internships, this program integrates students into business management conversations and specialty research, ensuring they have a seat at the table from day one. Leah discusses the strategic advantage of investing in international students and entry-level talent, while Gabriella explains how she leveraged her role to spearhead the firm's adoption of generative design tools and new visualization workflows."Our profession is only as strong as those that are coming into it after us. And it's our job to make the space and support system for that to happen." - Leah Alissa BayerBeyond the logistics of the scholarship, the episode delves into the benefits of a fully remote practice for mentorship and firm culture. Leah shares her "five-year goal" of creating a cohort of small firms to rotate internships, making the process more manageable for employers and more impactful for students. For those navigating the transition to practice, especially international students requiring visa sponsorship, Gabriella's journey offers a roadmap for finding firms whose missions truly align with their personal and professional values.Guests:Leah Alissa Bayer, AIA, NOMA, NCARB is a founding principal of Architects Fora, a fully remote, women-owned firm focused almost exclusively on affordable and restorative housing design. A former local AIA component president, she is dedicated to creating better work environments where diverse populations can succeed.Gabriella Vaz de Freitas is the Technology Lead at Architects Fora and a former Fora Ship recipient. Originally from São Paulo, Brazil, she graduated from Cal Poly and now specializes in AI-enabled design processes, graphic communication, and the implementation of generative tools.This episode is especially for you if:✅ You are tired of "token gestures" and want to see how a small firm can build a legitimate program around equity and belonging.✅ You want to understand the logistics of running a combined scholarship and paid internship program.✅ You are an international student seeking advice on finding firms that support non-U.S. citizen applicants and visa sponsorship.✅ You are curious about how to manage and mentor entry-level staff effectively in a fully remote environment.✅ You want to hear how a new graduate can lead technology research and AI implementation within a firm.What have you done to take action lately? Share your reflections with us on social and join the conversation.

This AICPA Town Hall covers insights from Accounting Today's newly released 2026 Top 100 Firms report, as well as an update on the most pressing issues for small firms. Plus, the latest DC and technical updates you rely on to get through busy season.   Topics include:  DC update Latest technical guidance Top 100 Firms report insights Small firms update   Speakers:  Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA  Dan Hood, Editor-in-chief, Accounting Today Stephanie Otero, VP, Small Firm Advocate, AICPA 

Are Irish SMEs Ready for AI? Insights from the Ground The conversation about AI and small business has moved on. It is no longer about whether Irish SMEs should pay attention, but about the level of AI adoption in Irish SMEs. Of course, many are already using these tools day to day. The more interesting question now is what is actually happening, and what is getting in the way. I spoke with four people who work directly with small businesses on digital adoption and AI: John O'Shanahan of Lean BPI, digital strategist and lecturer Aisling Hurley of TBF.ie, Eoin Costello of the Dargan Institute in Dun Laoghaire, and Sandra Reynolds, programme manager for digital supports at LEO Dublin City. AI Adoption, Most SMEs Are Using AI, But John O'Shanahan sees AI being used across many of the small businesses he works with. "People that are digital are generally using AI to some level. Most of them are using it to rewrite emails, rewrite documents and give me ideas." He compares it to how businesses use Excel. Most people use a fraction of what is possible, not because the tools are hard to access, but because the foundations underneath them are not ready. "To get advantage out of AI, you should really be putting your Digital in from the foundations. If you have good data in your business, you can use AI to analyse it. But if the data isn't structured, AI can't do anything with that." The Right Sequence Matters The order of things is important: understand your processes first, digitise properly, then bring AI in. Otherwise, as O'Shanahan puts it, you are digitising inefficiency. When businesses get the sequence right, the results can be significant. He points to "Profix, a Cork-based construction services firm, where careful digital improvement over a decade brought quotation turnaround from three days to ten hours, then to three hours. With their AI now integrated into the process, it takes around 1.5 hours with further reductions possible as their AI model is optimised." A quotation process that once consumed days of skilled staff time now runs in hours, freeing capacity that feeds directly back into the business. "Everyone agrees the best AI output is AI plus human. The human part needs to have domain knowledge." That point about domain knowledge is central to everything O'Shanahan says. Your expertise in your own field, he argues, will matter as much as your knowledge of the AI tool itself. The Strategic and Ethical Gaps Aisling Hurley works with rural SMEs and teaches digital strategy. She sees businesses picking up AI tools without thinking carefully about what they are taking on. "Leadership needs to set guardrails. AI is not just another productivity tool. It changes how value is created." Many firms are experimenting with Microsoft Copilot or ChatGPT without a clear approach to governance, data security or longer-term strategy. For Hurley, the ethics of AI adoption are not an afterthought. They are part of the conversation from the start. "There's a difference between attending an AI workshop and embedding AI strategically in a business." Rural SMEs Face Additional Pressures In rural areas, the challenge is compounded. Connectivity constraints, limited access to local expertise and thinner professional networks create barriers that urban businesses do not face to the same degree. Hurley also raises the question of digital sovereignty, and it is worth taking seriously. European businesses, including Irish SMEs, are increasingly dependent on AI tools and cloud platforms owned and operated in the United States. That dependency has a political dimension that is becoming harder to ignore. The current US administration has already shown it is willing to cut off digital services to individuals on political grounds. For businesses that have built workflows and operations around these platforms, the question of what happens if access is restricted or withdrawn is one that very few have thought through. Pace of Change Is Underestimated ...

60,000 Leads Per Month: What the CEO of Lawyer.com Knows That Small Firms Don't with Colleen Joyce>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

A New Era for AIA Contract Documents and What It Means for Small FirmsA new era for AIA Contract Documents is reshaping how small firms manage risk, clarity, and collaboration. In this episode of EntreArchitect, Mark R. LePage talks with Nick Macey, CEO of AIA Contract Documents, about what this shift really means for practice today. Together, they explore why contracts matter more than ever in an increasingly complex design and construction landscape.Nick shares how AIA Contract Documents has evolved from static PDFs to smarter, digital tools. He explains how clear agreements support better relationships, fewer disputes, and stronger project outcomes. Along the way, the conversation highlights why small firms often feel the pain of poor contract processes first.The discussion looks ahead to the future of contract intelligence. Nick explains how AI and data-informed tools can make contracts more accessible and less intimidating. As a result, architects can spend less time managing risk and more time designing with confidence.This week at EntreArchitect Podcast, A New Era for AIA Contract Documents and What It Means for Small Firms with Nick Macey.Learn more about Nick at AIAcontracts.com, and find him on LinkedIn.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

Andres Costa and Emily Goodman have acquired four accounting practices since 2021, expanding from a single location to five offices with a team of ten. They break down their acquisition strategy, from finding deals and structuring payment terms to handling employee transitions and raising client fees. Roger and Annie dig into the hard realities of practice valuations, including why a $350,000 firm might only be worth $200,000 and what sellers need to fix before they can command top dollarSponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Introduction and Greetings (00:52) - Meet the Special Guests: Andre and Emily (01:55) - The Importance of Acquiring Firms (02:46) - Starting the Acquisition Journey (07:11) - First Acquisition Experiences (13:16) - Evaluating Potential Firms (26:20) - Maintaining and Scaling Operations (33:22) - Structuring Acquisition Deals (33:59) - Client Retention Strategies (35:18) - Evaluating Firm Value (37:03) - Challenges with Small Firms (40:15) - Owner Financing Benefits (48:17) - Raising Client Fees (51:02) - Transitioning Clients and Employees (59:32) - Final Advice for Buyers and Sellers Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Charlotte Morgan is a financial planner at Creative Planning, and she joins the show today to share her career journey from college student to successful practitioner. If you're interested in navigating early career uncertainty, taking a break and re-entering the profession with confidence, or understanding what it's like to experience an acquisition from the inside, this episode is for you! Listen in as Charlotte shares how she began college planning for a career in accounting or finance, but ultimately discovered financial planning through a family friend. You'll hear how she stepped away after a few years (and later returned by joining her second firm), what it was like when her firm was acquired by a large RIA aggregator, and more. You can find show notes and more information by clicking here: https://bit.ly/4iC3UMD

ADP's tally of 120,000 small firm job losses in November, and a decline in September Core PCE inflation, both help the case for a rate cut at the Fed's meeting this Wednesday. On the markets front, Wall Street strategists are forecasting an average of 9% return for the S&P 500 index next year. Two technical indicators suggest an even larger return is probable.Meanwhile, it's almost impossible to keep up with all that's going on in the world of Artificial Intelligence, but what's clear is the stock market favours AI adopters. Interestingly, the share prices of companies citing AI on Q3 conference calls have returned 14% on average year-to-date, vs. an average return of 6% for those that didn't cite it.

In episode 587 of Lawyerist Podcast, discover how your firm can stay competitive, efficient, and future-ready by embracing artificial intelligence. Stephanie Everett talks with Jack Newton, CEO and founder of Clio, about how small firms can leverage AI to streamline workflows, make smarter decisions, and outpace slower-moving competitors.  Jack explains how Clio's new AI-powered platform, Clio Work, is transforming the way lawyers practice—by integrating intelligent automation directly into everyday tasks. Together, they explore what it means to become an “AI-native” law firm, how to balance innovation with ethics, and why small firms are uniquely positioned to lead the legal industry's next big shift.  Learn how to use AI as a force multiplier in your practice—and why adaptability, not size, will define tomorrow's most successful law firms.    Listen to our previous episodes about AI & Law Firm Growth:   Episode #584: “How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Conroy Creative” Apple | Spotify | LTN   Episode #577: “Rethinking Law Firm Growth in the Age of AI, with Sam Harden” Apple | Spotify | LTN  Episode #565: “Becoming the AI Driven Leader, with Geoff Woods” Apple | Spotify | LTN   Episode #562: “Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell” Apple | Spotify | LTN     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   0:00 – Introduction & ClioCon Recap  2:00 – Growth Stages of Small Firms  5:10 – Clio for Enterprise Explained  7:45 – Why Small Firms Have the Advantage  10:30 – How AI Is Changing Legal Work  13:15 – Making AI Adoption Effortless  16:00 – Trust, Data & the Hallucination Problem  20:00 – Building the AI-Native Law Firm  22:30 – Staying Competitive in the Age of Change  24:40 – Closing Thoughts   

In episode 587 of Lawyerist Podcast, discover how your firm can stay competitive, efficient, and future-ready by embracing artificial intelligence. Stephanie Everett talks with Jack Newton, CEO and founder of Clio, about how small firms can leverage AI to streamline workflows, make smarter decisions, and outpace slower-moving competitors.  Jack explains how Clio's new AI-powered platform, Clio Work, is transforming the way lawyers practice—by integrating intelligent automation directly into everyday tasks. Together, they explore what it means to become an “AI-native” law firm, how to balance innovation with ethics, and why small firms are uniquely positioned to lead the legal industry's next big shift.  Learn how to use AI as a force multiplier in your practice—and why adaptability, not size, will define tomorrow's most successful law firms.    Listen to our previous episodes about AI & Law Firm Growth:   Episode #584: “How to Stay Human in the Age of AI-Driven Law Firm Marketing, with Conroy Creative” Apple | Spotify | LTN   Episode #577: “Rethinking Law Firm Growth in the Age of AI, with Sam Harden” Apple | Spotify | LTN  Episode #565: “Becoming the AI Driven Leader, with Geoff Woods” Apple | Spotify | LTN   Episode #562: “Beyond ChatGPT: The AI Revolution Happening Inside Your Firm, with Charreau Bell” Apple | Spotify | LTN     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   0:00 – Introduction & ClioCon Recap  2:00 – Growth Stages of Small Firms  5:10 – Clio for Enterprise Explained  7:45 – Why Small Firms Have the Advantage  10:30 – How AI Is Changing Legal Work  13:15 – Making AI Adoption Effortless  16:00 – Trust, Data & the Hallucination Problem  20:00 – Building the AI-Native Law Firm  22:30 – Staying Competitive in the Age of Change  24:40 – Closing Thoughts    Learn more about your ad choices. Visit megaphone.fm/adchoices

Small firms face unique challenges. The regulatory landscape is evolving rapidly. And the conversation between regulators and the regulated is more important than ever. How does FINRA ensure that small firm voices are heard? How do small firms navigate an increasingly complex environment while serving their clients effectively? On this episode, we bring you a conversation between FINRA President and CEO Robert Cook and Small Firm Advisory Committee (SFAC) Chair Preston Haxo from FINRA's Small Firm Conference in Dallas on Oct. 9. The two explored the vital role of the SFAC, the ongoing progress of our FINRA Forward initiatives, the practical ways small firms can engage with FINRA, and more.Resources mentioned in this episode:FINRA ForwardSmall Firm Advisory Committee (SFAC)FINRA Small Firm HelplineThe Small Firm BriefingFINRA Crypto and Blockchain Education ProgramReg Notice 25-13: Form U4 Recordkeeping RequirementsReg Notice 25-07: The Modern WorkplaceReg Notice 25-06: Capital FormationReg Notice 25-04: Rule ModernizationBlog Post: FINRA Forward's Rule Modernization—An UpdateBlog Post: Vendors, Intelligence Sharing and FINRA's MissionBlog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They ServeEp. 177: Previewing FINRA's Crypto and Blockchain Education Program Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

Reddit rSlash Storytime r prorevenge where Coworker from heck tried to get me to give him a ride so I blew out of the parking lot without him I write Nasty Google Reviews At My Former Employer's Small Firm... Cheating ex and his affair partner (gone "legit) and appear to be betrothed My job cut people's pay for getting tasks completed too fast so everyone ran the clock Deflated her ego Tenant in the apartment building i live in forgets fob daily and i shut them out Slow and sweet You want to steal my lunch ? Eat my period My neighbors are obnoxious so I obnoxious'd them back. Not My Pregnancy Tests Stand me up? Say hello to blue balls Tinder cheater Hosted on Acast. See acast.com/privacy for more information.

The European Commission has changed course, again, on its landmark anti-deforestation law, known as the EUDR.After weeks of speculation about yet another delay, Brussels has now decided not to postpone the law for everyone. Instead, it's introducing a series of exemptions and tweaks especially for small businesses and farmers. But what does this all mean in practice?Join us on our journey through the events that shape the European continent and the European Union.Production: By Europod, in co production with Sphera Network.Follow us on:LinkedInInstagram Hosted on Acast. See acast.com/privacy for more information.

Building a "Back Office in a Box" for Small Firm ArchitectsIn this episode of the EntreArchitect Podcast, Mark R. LePage welcomes Evin Wick, a former tax lawyer who transitioned into the world of fintech entrepreneurship. Evin shares the story behind his company, S Works, an AI-powered back office solution designed to support small businesses and solo professionals. He reflects on his journey through tax law and product leadership in fintech, and how those experiences shaped his vision for simplifying bookkeeping, payroll, and tax compliance.The conversation dives into the unique challenges faced by architects and other small business owners who often struggle with financial organization and entity setup. Evin explains how technology, and specifically AI, can transform tedious tasks into streamlined, automated processes that free up valuable time. By automating 96% of transaction classifications while keeping human experts just a click away, S Works balances efficiency with personalized service. He also highlights the average $6,100 in tax savings per customer, underscoring the tangible impact this type of technology can deliver.Evin and Mark also explore the larger implications of financial hygiene and why overcoming the fear of new technology is crucial for small business success. Evin emphasizes that AI doesn't replace relationships but instead eliminates the repetitive work that prevents professionals from focusing on their passions. For architects balancing creative practice with the demands of running a firm, his insights paint a compelling picture of the future of small business finance and how the right systems can provide confidence, clarity, and long-term growth.This week at EntreArchitect Podcast, Building a "Back Office in a Box" for Small Firm Architects with Evin Wick.Learn more about Evin at S-Works.io, email him at evin@s-works.io, and connect with him on LinkedIn.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.Chapters(01:14) - Introducing the Guests: Mary Delaney and Kenji Kuramoto (01:31) - Big News: Carbon's Acquisition of ER (02:41) - Defining Workflow Revolution in Small Firms (04:35) - Kenji's Journey: From Big Four to Acuity (07:03) - Challenges in Building Advisory Workflows (08:59) - Empowering Teams Through Workflow (17:46) - The Importance of Time Studies (19:14) - Kenji's Hands-On Approach to Workflow (25:16) - The Role of Workflow in Mergers and Acquisitions (28:08) - AI and the Future of Workflow in Accounting (30:39) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Mary DelaneyLinkedIn: https://www.linkedin.com/in/marywdelaney/Learn more about KarbonOfficial website: http://karbonhq.comKenji KuramotoLinkedIn: https://www.linkedin.com/in/kenjikuramoto/Learn more about AcuityOfficial website: https://acuity.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

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 revisit partner compensation, and how to guide your team through transitions. Suzanne also highlights ways to build a strong, connected culture for remote employees. Looking ahead, she expresses excitement about the future of the profession, highlighting the potential for meaningful impact in having an increased advisory role. Tune in, subscribe, and visit our podcast home page for more episodes. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    

Navigating Uncertainty: Economic Trends Every Small Firm Must WatchIn this episode of EntreArchitect Podcast, Mark R. LePage welcomes Kermit Baker, Chief Economist for the American Institute of Architects, for an in-depth conversation on how small firms can navigate today's uncertain economic climate. Kermit unpacks the shifting landscape of the U.S. economy, the role of architecture within it, and why keeping a close eye on key indicators can help firms prepare for what's ahead. From construction demand to housing starts and client investment trends, he explains the signals architects should monitor to remain proactive rather than reactive. His insights make clear that economic fluency isn't optional for firm owners, it's essential to building resilience.Kermit also emphasizes the importance of strengthening client engagement in times of uncertainty. He shares how firms can position themselves by leaning into their unique competitive advantages, fostering trust, and maintaining clear communication with clients about costs, schedules, and long-term value. Rather than being sidelined by market shifts, architects who understand their differentiators and build deeper relationships can seize opportunities that arise, even when conditions feel unpredictable. These strategies are not just defensive, they're the foundation for sustainable growth.Listeners will also gain perspective from Kermit's extensive career analyzing architecture and construction trends. As the originator of the Architecture Billings Index and a long-time leader of the AIA Consensus Construction Forecast, his research and guidance are widely recognized across the profession. Drawing on decades of experience, Kermit offers practical advice for firm leaders looking to weather downturns, plan strategically, and thrive through economic cycles. This episode provides clarity and foresight for small firm architects ready to chart a steadier path through uncertain times.This week at EntreArchitect Podcast, Navigating Uncertainty: Economic Trends Every Small Firm Must Watch with Kermit Baker.Learn more at AIA.org, and connect with Kermit on LinkedIn.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

“Whatever is the hardest path is probably the path we should be on. The hardest path is also the least traveled.”Robert YuenEpisode Summary:In this episode of The Zweig Letter Podcast, host Randy Wilburn is joined by Robert Yuen of Monograph and Mark Zweig of Zweig Group for a candid conversation around the future of A/E firm management. Together, they explore the recent industry benchmarks released by Monograph, unpack persistent pain points for design firm leaders, and discuss how technology is reshaping project visibility, profitability, and firm culture.The discussion dives into the importance of real-time data, transparency, and the need to rethink how AEC firms measure success—challenging outdated norms that stifle both business growth and employee engagement. With stories from Robert's career and practical lessons for both emerging and established leaders, this episode delivers actionable strategies for navigating the evolving landscape of architecture and engineering firm management.Key Takeaways:Prioritize Real-Time Financial Data: Accurate, daily time tracking and monthly invoicing transform firm cash flow and profitability, while improving financial literacy at all levels.Culture Is as Critical as Tools: Transparency, communication, and a willingness to share essential financial metrics with staff help reshape and elevate firm culture, supporting sustainable growth.Small Firms, Big Potential: Success isn't determined by size—firms pursuing excellence at any scale should aim for profitability, intelligent processes, and strong client relationships.AI for Better Processes: Automation and AI-driven workflows, like contract parsing and resource allocation, can instantly streamline operations and reduce manual data entry.Simplicity Drives Adoption: Keeping time tracking and project categorization simple increases accuracy and efficiency, preventing costly misattributions and confusion.All this and more on this episode of the Zweig Letter podcast.Links referenced in this episode:Monograph Website: https://www.monograph.com/Connect with Robert Yuen: robert@monograph.comConnect with Robert Yuen on LinkedInConnect with Mark Zweig on LinkedInLearn about the Zweig Letter and subscribe: https://thezweigletter.com/AI in AEC and Benchmarks: Explore Monograph's Benchmark Reports (linked from monograph.com)Connect with Randy Wilburn on LinkedInGet your FREE Subscription to the Zweig Letter Newsletter.Stay tuned for more enlightening content from the Zweig Letter podcast, and make sure to subscribe for regular updates!Other episodes you'll enjoy:From Specs

On today's Daily Windup, I break down the reality behind recent reports on the federal contracting market. While confidence is up thanks to the $2 trillion Infrastructure Investment and Jobs Act, the truth is small businesses are struggling more than ever. We're seeing 30% fewer small business entrants into the federal marketplace and 40% fewer firms supporting the government compared to just a decade ago. Agencies like NAVFAC are shifting nearly everything into long-term MAC and IDIQ contracts—deals most micro-businesses with under 10 employees can't even qualify for. The result? A widening gap between small firms and the billion-dollar giants. But here's the opportunity: the same reports highlight strategic teaming initiatives, business development, and cybersecurity as top priorities for success. I've seen firsthand how critical these are—I've even been hacked three times this year, and the government is about to roll out stricter CMMC cybersecurity requirements across solicitations. If you don't master BD, teaming, and compliance, you'll be left behind. This episode is my straight talk about the risks, the trends, and the skills every small business needs to survive in government contracting today.

Randy Crabtree welcomes John Jordan, a small firm owner from Raleigh, North Carolina, and fellow member of the Intuit Tax Council, for Episode 229 of The Unique CPA. John shares his journey from working at large and regional accounting firms to founding his own people-focused practice, where building lasting client relationships is at the heart of his business. Sales-oriented by nature, John enjoys running a small firm and forging very strong personal relationships with his clients, and he talks to Randy about how he still manages to stay in business mode while doing so. He discusses his approach to pricing, technology, and staff management, as well as how important his connections on the Intuit Tax Council and other accounting groups has been both for his mental health and the growth of his firm. Get the full show notes and more resources at TheUniqueCPA.com

The Russell 2000, a stock index of smaller companies or “small caps,” has fallen behind the S&P 500 over the past few years. A Fed rate cut, which may come as soon as next week, could change their luck. In this episode, why interest rates have an outsize effect on smaller companies. Plus: Homebuilding is harder under President Trump's tariffs and immigration policies, brands lean into the power of scent, and we recap the week's economic headlines.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

The Russell 2000, a stock index of smaller companies or “small caps,” has fallen behind the S&P 500 over the past few years. A Fed rate cut, which may come as soon as next week, could change their luck. In this episode, why interest rates have an outsize effect on smaller companies. Plus: Homebuilding is harder under President Trump's tariffs and immigration policies, brands lean into the power of scent, and we recap the week's economic headlines.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Building Websites That Work for Small Firm ArchitectsIn this episode of EntreArchitect, Mark R. LePage sits down with Bryon McCartney, co-founder and CEO of Archmark, to unpack the findings of a new business report on architecture firms. Together they explore why an effective online presence has become a non-negotiable for architects who want to grow their practices. Bryon explains how many firms still treat their websites as static portfolios when, in reality, they should function as dynamic business development tools. The conversation emphasizes the role of visibility, SEO fundamentals, and strong website content in reaching and engaging potential clients.Bryon shares common pitfalls he sees in the industry, from neglected websites with too little content to messaging that focuses more on the architect than the client. He stresses that architects who adopt a client-centered approach to their marketing see stronger results, attracting higher-value clients who understand and appreciate their expertise. Mark and Bryon also highlight how small changes in messaging and content strategy can have a dramatic impact on firm growth. Listeners will walk away with a clearer understanding of what it takes to align their digital presence with their business goals.With over 36 years of experience in international branding and digital strategy, Bryon brings deep expertise and a passion for helping architects succeed as business owners. Before launching Archmark in 2016, he led campaigns for global brands like Calvin Klein and General Motors, and today his agency has guided more than 5,000 architects worldwide. As a certified Business Made Simple, Small Business Flight School, and StoryBrand coach, Bryon blends education and strategy to equip architects with the confidence to grow their firms. His mission is simple: when architects thrive, more people get to experience and enjoy great architecture.This week at EntreArchitect Podcast, Building Websites That Work for Small Firm Architects with Bryon McCartney.Connect with Bryon online at Archmark.co or find him on Facebook, X, and LinkedIn. Check out his website to apply for a Clarity Call with Bryon.Stay tuned for a link to the report, From Portfolio to Pipeline: How to Turn Your Architecture Firm's Website into a Business Development Engine, coming soon.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

How to Become Irreplaceable as a Small Firm ArchitectIn this solo session of the EntreArchitect Podcast, Mark R. LePage addresses the urgent question many architects are asking: how do we remain relevant as AI and automation reshape the profession? He emphasizes that the answer doesn't lie in outpacing technology at technical tasks, but in doubling down on what machines cannot replicate. Authority, strategy, and authentic human connection are where architects can build irreplaceable value for their clients. This episode reframes the role of the architect as more than a designer—positioning you as a trusted leader who guides people through some of the most significant decisions of their lives.Mark introduces five key commitments every architect can adopt to stay ahead in this new landscape. These commitments focus on building trust, communicating with authority, and thinking strategically about the client's full experience. Rather than allowing automation to reduce your role, these practices expand your influence and ensure you remain at the center of the project. With clarity and encouragement, Mark shows how to shift from being task-focused to being impact-driven.This is not a conversation about resisting technology—it's about embracing the unique human qualities that set you apart. By committing to growth, empathy, and leadership, you can position yourself as indispensable in a rapidly changing industry. Tune in for practical steps and empowering insights to help you evolve and thrive as an architect in the age of AI.This week at EntreArchitect Podcast Solo Sessions, How to Become Irreplaceable as a Small Firm Architect.Please visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.The Small Firm Breakthrough Series is a free three-part webinar from EntreArchitect designed to help small firm architects master profitability, delegation, and project systems. Over three sessions, you'll gain tools, templates, and clarity to build a stronger, more sustainable practice—plus you'll earn 3 AIA CES credits. Register now at EntreArchitect.com/breakthrough.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

In this week's MBA Admissions podcast we began by highlighting the upcoming webinar on Thursday, hosted by Alex, which will cover the application process for those targeting the M7 MBA programs and feature admissions coaches from our friends at Leland. Signups are here: https://bit.ly/m7clearadmit Graham then noted the weekly refresh series that Clear Admit publishes during this time of year, which is designed to keep MBA applicants updated with admissions-related updates at the leading MBA programs. Graham also discussed a new admissions tip which focuses on all the standardized tests that non-English language MBA candidates might use to demonstrate English proficiency in the admissions process. We continue our series of Adcom Q&As, and this week we have two Q&As, from Harvard Business School's Rupal Gadhia and Maryland / Smith's Maria Pineda. Finally, Graham highlighted a recently published podcast that focuses on the strategy consulting industry and its importance for MBA candidates. This is a recording from a panel discussion from our spring event in Boston and includes a representative from Bain Consulting. For this week, for the candidate profile review portion of the show, Alex selected three ApplyWire entries: This week's first MBA admissions candidate has a superb 795 on the GMAT, but a very modest GPA. We discussed the impact of this GPA on their overall profile. This week's second MBA candidate is from India and has not yet taken the GRE. They are targeting top MBA programs outside the United States. The final MBA candidate has a 745 GMAT and 3.95 GPA in chemical engineering. They work at a small firm, with no title change. We do think this is a very strong candidate. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

Watch the YouTube version of this episode HEREAre you a law firm owner who is looking for tips on how to run a good business? In this episode of The Guild Live Show, host Tyson Mutrux shares key takeaways from a New York City mastermind event with attorneys from diverse firms and practice areas. Tyson discusses the “identity crisis” firm owners face when delegating, strategies for handling toxic staff, and innovative ways to package premium legal services.Many law firm owners struggle with identity crises when navigating the legal space, while also being a business owner. This can stem from a range of things. One of the issues is delegation. If a firm owner delegates to many tasks away from themselves, decisions can be made with no input whatsoever, which can make an individual feel like their role at the firm is unimportant. If these feelings persist, it is time to dial things in and take a little more control back. You can also use it as an opportunity to put your focus into other things.Delivering packaged services is a great way to streamline services and provide clients with a great deal. There are a few different ways to do this, such as packaging services that have a flat rate or packaging contingency services. It is important to understand what you provide and what aspects of your firm can be packaged together. Maybe it is best to package together services that are popular for your firm or packaging services for first time clients.Take a listen to learn more!03:24 Law Firm Owner Identity Crisis 06:18 Dealing with Toxic Staff 10:14 Packaging Premium Legal Services 12:13 Team Dynamics with Multiple Firm Members 13:14 Imposter Syndrome and Growth Fears14:20 Transitioning Out and Selling a Law Firm17:03 Managing Family Dynamics in Small Firms 21:13 Hesitancy to Hire and Overcoming BarriersTune in to today's episode and checkout the full show notes here. 

AIA Contract Documents for Small Firm ArchitectsIn this episode of EntreArchitect Podcast, Mark R. LePage speaks with Mike Koger, Associate General Counsel at Perkins&Will, about the critical role of AIA Contract Documents in small firm practice. Mike shares his unique path from architect to attorney, offering insights into how legal expertise can strengthen architectural practice. He discusses the importance of setting clear expectations with clients and how small firm architects can use contracts to manage risk and protect their businesses.The conversation also explores common legal challenges small firms face, including the need for limitations of liability and the impact of rapidly advancing technology. Mike encourages architects to adopt new tools like AI while maintaining a strong understanding of their professional responsibilities. He offers practical advice on how to take smart risks and ensure contracts support the long-term success of a firm.Mike's background in both design and law gives him a powerful perspective on the intersection of architecture and legal strategy. His tips and stories offer small firm architects actionable steps for navigating contracts with confidence. Whether you're drafting your first client agreement or reviewing long-standing templates, this episode is packed with knowledge that can help you build a more resilient practice.This week at EntreArchitect Podcast, AIA Contract Documents for Small Firm Architects with Mike Koger.Learn more about Mike online at Perkins&Will, check out AIA Contract Documents, or connect with him on LinkedIn.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:All AccessAll Access

Your law firm isn't just a business—it's an evolving system. And what works in one stage of growth can sink you in another.  In this episode, Zack Glaser and Stephanie Everett introduce the new Lawyerist Small Firm Scorecard™, a tool that helps lawyers identify which stage their firm is in—and what to focus on next.  Stephanie breaks down the four key stages of firm development, shares the reasoning behind the Scorecard's redesign, and explains how understanding your stage changes everything: from hiring to marketing to long-term planning.  Lawyerist Lab is evolving alongside the new scorecard, offering coaching clients a more personalized, stage-specific growth path. If you're building a law firm with long-term goals, this episode will help you step back, recalibrate, and take the right action for where you are now.  Listen to our other episodes on Law Firm Growth :   #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | Lawyerist  #560: Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential with Leticia Desuze Apple | Spotify | Lawyerist  #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo Apple | Spotify | Lawyerist  #522: The EOS Secret to Mastering Law Firm Challenges, with Mike Paton Apple | Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:   0:00 – Episode Introduction and the Power of Unplugged Vacations  4:49 – Tabs3 Spotlight: Practice Management That Adapts to You  14:48 – Why the Small Firm Scorecard™ Got a Makeover 16:50 – Inside the New Scorecard: Defined Benchmarks, Real Clarity 19:10 – The Healthy Firm Model: The Six Pillars of Sustainable Growth 21:00 – Mapping Your Firm's Stage: Launch, Build, Grow, or Exit 27:26 – Coaching Evolved: How the Scorecard Shapes Lawyerist Lab 30:58 – From Overwhelm to Focus: Coaching Like a Personal Trainer 34:38 – What to Do Next: Take the Scorecard, Get a Plan 

AIA Fellowship for Small Firm ArchitectsIn this episode, Mark R. LePage sits down with Jim Zack, an accomplished architect and master craftsman, and Je'Nen Chastain, a business strategist and creative entrepreneur, to explore the path to achieving AIA fellowship. Jim reflects on his roots growing up on the Northern California coast, his journey from builder to architect, and his lifelong passion for merging design and construction. He shares how his early DesignBuild projects shaped his career and led to his advocacy for architect-led DesignBuild practices nationwide.Je'Nen brings her unique perspective as a strategist helping architects shape their stories and advance their careers. She discusses her collaboration with Jim on his fellowship submission, offering a behind-the-scenes look at what it takes to build a compelling portfolio and gain recognition within the AIA. Together, they highlight the critical role of mentorship, storytelling, and community support in elevating small firm architects to new levels of leadership.Listeners will come away with practical advice and inspiring insights on navigating the fellowship process, overcoming challenges, and celebrating professional milestones.This week at EntreArchitect Podcast, AIA Fellowship for Small Firm Architects with Jim Zack & Je'Nen Chastain.Connect with Jim online at zackdevito.com or find him on LinkedIn, and connect with Je'Nen at apostropheconsulting.com or find her on LinkedIn. Check out Jim's fellowship submission and learn more about applying for AIA Fellowship here.Referenced in this EpisodeEA102: Risks and Rewards with Architect Developer Jim Zack [Podcast]EA185: The Passion, The Process and Problems of Running a Design/Build Architecture Firm [Podcast]EA572: Je'Nen Chastain – Guiding Architects Through The Process of Change [Podcast]Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:All AccessAll Access