In this Tax Section Odyssey podcast episode, April Walker, CPA, CGMA, is joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners, to kick off a three-part series on reimagining firm ownership.

The conversation explores the lifecycle of a modern accounting firm, focusing on building a sellable practice, developing future leaders and overcoming common challenges such as owner dependency and process bottlenecks. Hear insights on leveraging people, processes, pricing and technology to create a sustainable, scalable firm.

What you'll learn from this episode:

Practical strategies for delegation, leadership development and embracing innovation.
Actionable advice for navigating growth, preparing for transition and fostering a culture of continuous improvement in today's rapidly evolving tax profession.
How process documentation and technology adoption drive consistency in a firm.
How to use a pricing model to reflect value provided to your clients.

AICPA resources

Engage365

Reimagining Your Tax Practice

PCPS Transforming Your Business Model

Reimagining firm ownership — Building and growing a modern practice