What small firms are getting right about tech and why they're not alone

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.

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What small firms are getting right about tech and why they're not alone is an episode from Journal of Accountancy Podcast by AICPA & CIMA.

This episode is 08:44 long.

This episode was published on Apr 8, 2026.

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