Stephanie Otero: How to Build a Small Firm That Works for You | Gear Up for Growth

Small Firm Success Requires Intention, Focus, and Community

Full show notes here

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“Small firm practitioners need to remember that they are in the driver’s seat,” says Stephanie Otero, vice president, Small Firm Advocate at the AICPA, in this episode of Gear Up for Growth with Jean Caragher.

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“They have the power to intentionally design a practice they enjoy, and that truly works for them,” Otero says.

Intentional practice design emerges as a central theme, with Otero emphasizing that burnout often stems from trying to serve too many clients and offer too many services. By clearly defining ideal clients and focusing on work they enjoy, small firm owners can create more sustainable and rewarding practices.