How to Reduce Tax Season Workload by 75%: Chelsea Harper’s Firm Transformation
For many accounting firm owners, tax season means long hours, weekend work, and a growing list of client deadlines. The...
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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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Form 1120-S Checklist for Accountants: S Corp Tax Return Workflow (2027)
An 11-step Form 1120-S checklist for accounting firms, with the March 15, 2027 deadline, Form 7004 extensions, 8879-S and K-1s, plus a free template for every S-corp client.
Year-End Payroll Checklist for Accountants: W-2s, 941 and 940 (2027)
A seven-step year-end payroll checklist for accounting firms covering W-2s, W-3, Q4 941 and Form 940, with 2027 due dates and a free template for every client.
1099 Preparation Checklist for Accountants (2027 Filing Season)
A six-step 1099 preparation checklist for accounting firms, with 2027 due dates (February 1), the 2026 threshold change, and a free template for every client.
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...
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...
