Accounting Client Onboarding: AJ Zepeda on Building a Repeatable 45-Day Process
Signing a new accounting client is an important milestone. But getting that client ready for ongoing bookkeeping, tax, and advisory...
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5 Key Steps to Automate Your Accounting Workflows
It’s the middle of your busy season, and you wake up in the middle of the night panicking. Did you make that payment on behalf of the client? Did you...
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CPA Firm Acquisitions: Toby Kommer on Buying 35 Firms and Scaling to 250 Employees
Acquiring a CPA firm is one thing. Acquiring approximately 35 firms, bringing them into one organization, and growing to roughly...
Accounting Firm Sales: Shane, Marcus & Roman on Turning Prospects Into Better-Fit Clients
Growth is not just about getting more leads. For an accounting firm, the wrong client can create more problems than...
AI Automation for Accounting Firms: Preston Cardwell on What to Automate First
AI is moving fast enough that accounting firm owners can easily feel like they are already behind. Every week there...
Accounting Firm Operations: Amy McCarty, AJ Zepeda & Melanie on Fixing Workflow Bottlenecks
Growing an accounting firm creates an interesting problem. The systems that worked when you had a handful of clients usually...
How to Grow a Solo CPA Firm: Angel Zhen on Scaling Past $500K Without Hiring
Most accounting firm growth stories follow the same basic formula. Win more clients. Add more work. Hire more employees. Add...
Value Pricing for Accounting Firms: Ron Baker on Why AI Is Killing the Billable Hour
For decades, accounting firms have tied price to time. A job takes five hours, ten hours, or twenty hours. The...
AI Use Cases for Accounting Firms: Jan Haugo on What Firms Should Automate First
Artificial intelligence is moving quickly across the accounting profession. But for many firms, the biggest challenge is no longer understanding...
CPA Firm Valuation Multiples in 2026: Insights From Geoff Bruskin
The accounting firm M&A market is active, but the old rule of valuing every practice at roughly one times revenue...
AI Accounting Workflows: Four Practitioners Share What Actually Works
Four accounting practitioners joined Jetpack Workflow founder David Cristello to explain how they are using Claude Cowork in real firm...
How to Build AI Agents for Accounting Firms: Isaac Perdomo’s Three-Step Framework
Isaac Perdomo's framework for building AI agents has three stages: connect, build, and automate. First, connect AI to the approved...
Claude Cowork for Accountants: Toni Witt on Building Real AI Systems
Toni Witt's workshop showed how accounting firms can move from one-off AI chats to reusable systems. He demonstrated the role...
