Claude Skills for Accountants: Isaac Perdomo on Automating Tax Return Reviews
Artificial intelligence is changing how accounting firms handle repetitive work. But one of the most interesting developments is not another...
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...
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...
