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

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 expectations during high volume periods, and fosters talent retention through flexibility and trust.

Kelly offers practical advice for firm owners looking to break away from traditional models, emphasizing the power of small, intentional changes. Tune in to hear how she's redefining what it means to operate a modern CPA firm.

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

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 reshaping the profession and leaving tradition behind. With a client base rooted in internet-based startups and small businesses, HeyApril offers full-scale, end-to-end accounting services. Argel shares how his journey has been defined by bold leaps of faith, innovation, and community impact.

Argel offers practical insights on value-based pricing, subscription models, and tech stack optimization, while passionately advocating for firms to niche down and align their business models with mission and outcome, not just services. He also previews HeyApril's next frontier: using Large Language Models (LLMs) to turn client data into real-time, actionable insights. This is an episode packed with inspiration, strategic guidance, and a glimpse into the accounting firm of the future.

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