Small Change, Big Results

You made it. April is officially in the rearview, you have a reasonable number of unread emails, and you’ve finally remembered what your family looks like in daylight.

But before you slide into full-on summer mode, ask yourself:

Will all those tax clients be back next season?

The easiest client you’ll ever get is the one you’ve already got, and the easiest way to keep them is to actually talk to them between filings.

Turns out, people really appreciate it when you acknowledge their, you know, existence (especially when that outreach happens consistently and isn’t always attached to some kind of sales pitch or action item).

CPA Michelle Arnason hears this feedback constantly from new clients walking in her door. When she asks why they decided to leave their previous accountant, a lot of them point to lack of communication—not price or work quality.

Curious what other “client tea” Michelle has picked up over the years? Well, you’re in luck, because we’re hosting her later today—Thursday, May 14, at 1:00pm ET—for a free 1-hour webinar:

5 Things New Clients Wish Their Accountant Did Differently

Here’s a sampling of what Michelle will dish on:

• What really matters to clients (beyond all the accounting stuff)

• Small touch points between filings that can turn a one-time engagement into a long-term one

• How to make your firm feel less transactional without adding hours to your week

• The trust-building moments most firms accidentally skip—and how to build them into your workflow

It’s free, it’s 100% virtual, and it’s happening in a few hours. If you’re reading this with your morning coffee, you’ve still got time to save your seat! (And even if you can’t make it, go ahead and sign up anyway to get the recording. 😉)

👉 Register for the webinar

Community 🫶

Evolve Boldly with Thriveal

Thriveal is a leadership-driven community for ambitious accounting firm owners committed to intentional growth, accountability, and redefining the future of the profession. Built around values like evolving boldly, leading with empathy, showing up transparently, and disrupting traditional best practices together, Thriveal helps firm owners scale through deep collaboration, mastermind programs, coaching, and entrepreneurial support rooted in confidence over competition.

Learn more →

Get Meaningful Peer Support with The Collaboration Room

The Collaboration Room is a collaborative community for accounting, bookkeeping, and tax professionals focused on practical growth, peer support, and real-world problem solving. Built around the needs of firm owners, the community offers hands-on coaching, live discussions, and actionable resources across topics like tax, bookkeeping, referrals, automation, AI, software, and client management—creating a space where members openly share expertise, tools, and support to help one another grow.

Learn more →

H🔥t today

The Big Four are Making a Fantastic Case for Why Not to Work for Them

KPMG just announced layoffs of 10% of its U.S. audit partners after voluntary retirements fell short. Pension freezes, halved family leave, and gutted family-planning benefits are showing up across the Big Four—all while those same firms have spent at least $9 billion on AI development.

New-grad accounting hiring is reportedly down as much as 29% in recent years. The opportunity here? Smaller firms can offer something the Big Four are shying away from: actual stability, real benefits, and a tech stack that respects your team. The next generation of accountants is paying attention.

Read the full story →

Small Business Owners are Confident, but They’re Not Spending Like It

The U.S. Chamber’s Q1 2026 Small Business Index slipped to 67.0, with only 28% of owners saying the national economy is in good health (down 10 points). 53% now name inflation as their top challenge—the 17th straight quarter it’s ranked #1. The split is fascinating: 69% rate their own business as healthy, but they’re hesitant to hire or invest.

For your clients, this means more questions about cash flow, tighter margins, and a real appetite for advisory conversations. If you’ve been thinking about expanding your consulting service line, now might be a good time to test the waters.

Read the full story →

Swipe this workflow template

Swipe this Bookkeeping Client Offboarding Template from Taylor Ammons

Get more templates from firm owners like you in our community template library.

Meme

Relatable? 😆 (Even after last week’s Tax Wrap Palooza, we are STILL celebrating, and we hope you are too! 🥂)

Firm Spotl💡ght

How Numbers Matter LLC Cut Month-End Close Time in Half with Financial Cents

Steve Libhart has spent his career at the intersection of accounting and the legal industry—running his own law-focused firm in Colorado, teaching law firm accounting for the state bar association, and co-hosting the Accountants Law Pod.

His clients are attorneys who bill in tenths of an hour and have absolutely no patience for administrative drag, which made his old patchwork of Word docs, spreadsheets, ClickUp, and Notion a real liability. Financial reports were going out in week three of every month when they could’ve gone out in week two.

After implementing Financial Cents—and especially after rolling out the new Month-End Close feature—Steve’s firm cut close time in half, compressed 1099 season from a month to a single week, and finally killed the email-chain chaos that was eating his team alive.

Continue reading →

Events

📍 5 Things New Clients Wish Their Accountant Did Differently — Thursday, May 14 (Virtual Webinar, 1:00–2:00 PM ET)

A free 1-hour webinar with CPA Michelle Arnason on the five things new clients say they wish their last accountant had done differently—and how to build those small moments into your firm without adding hours to your week. Happening today at 1pm ET!

👉 Save your spot →

📍 Operational Disorder Creates Security Risks — Thursday, May 21 (Virtual Webinar, 2:00–3:00 PM ET)

Join Jatin Narang, CEO of Verito, and firm owner Steven Moos for a practical conversation on how small accounting firms can turn organization, security, and workflow into a true competitive advantage. In this free virtual session, you’ll walk away with the EDGE Framework, a practical FTC-worthy WISP checklist, and real strategies firms are using to strengthen operations, improve security posture, and move into higher-value advisory work.

👉 Save your spot →

📍 AICPA & CIMA ENGAGE — June 8–11 (Las Vegas)

The largest annual event for CPAs and finance pros, with sessions across tax, A&A, advisory, technology, and practice management. Strong CPE opportunity and one of the best networking weeks of the year for firm owners thinking about what’s next!

👉 Check the full schedule →

📍 Scaling New Heights 2026 — June 15–17 (Orlando)

Woodard’s flagship conference for accounting and bookkeeping professionals—heavy on practical workflow, technology, and firm-growth content. Especially good for owners building or scaling QuickBooks-centric firms, with deep tracks on advisory and team development.

👉 Learn more and register →

Noteworthy

About That Client Disengagement You’ve Been Avoiding…

Every firm has that one client. The chronic late-payer. The scope-creeper. The one whose name in your inbox triggers a small dread response before you’ve even read the email. And every firm has, at some point, hesitated to send the disengagement letter—because what if they push back? What if you do it wrong? What if it all blows up in your face?

Our newest guide walks through the eight elements every accounting client termination letter needs, the four scenarios you’re most likely to face (non-payment, non-cooperation, restructuring, and ethical), and the legal traps that can turn clean breakups into liability problems. Free Word and Google Docs templates included! Save it now; thank yourself later.

Continue reading →

What’s New in Accounting? Episode 1: AI on Tax Returns, 40 Under 40, and What CFOs are Betting on for 2026

We launched a hot new video series, and the first episode is out! In it, our very own Matt Draper walks you through three timely stories:

• The Bipartisan Policy Center’s 2026 tax-filing poll (where 19% of taxpayers reported using AI to help prep their return, and another 34% said they’d consider it),

• CPA Practice Advisor’s just-released 40 Under 40 and 20 Under 40 awards, and

• A Deloitte/Journal of Accountancy survey of 200 CFOs that pegs AI, cash management, and M&A as the three biggest bets for the rest of 2026.

Plus: A fun fact about 7000 BC accounting that we promise you didn’t know!

Watch the episode →

Tired of Delivering Walls of Numbers that Clients Ignore?

What if every client report you sent looked like it came from a $500/hour advisory firm?

Model Wiz is an Excel plugin that connects to QBO and generates beautiful financial dashboards with one click. Cash flow. KPIs. Trend analysis. Comparisons. Anything you need.

The firms running this are delivering in 30 seconds what used to take a week. They’re offering advisory packages they couldn’t offer before. And they’re growing their revenue per client without growing their team.

No more spreadsheet errors, no more hours of formatting, no more clients who see you as a cost center.

You have the expertise. This gives you the presentation layer to match it.

Book a free breakthrough session (only if you use QBO) →

That’s it for now. See you in two weeks. 💚

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Small Change, Big Results

We made it, y’all. Busy season is in the rearview mirror, spring is in the air, and we’re all feeling a little more happy-go-lucky than we were at the beginning of the month. (At least we hope that’s the case for you—if not, keep reading, because we’ve got something to turn that frown upside down 😁).

But before you flush every last shred of frustration out of your memory, ask yourself one post-mortem-style question while the pain is still fresh:

Where the heck did all the time go?

Not the billable hours—you can see those. We’re talking about the hours that sneaky-leaked out of your days like air from that one tire that probably has a nail in it.

A few minutes here—a half an hour there. Chasing a client for the bank statement they “definitely already sent.” Copy-pasting data between two tools that should talk to each other, but don’t. Drafting that long, detailed email listing every uncategorized transaction one by one.

None of it is hard, per se—but it does add up. And during busy times like tax season—when your team barely has a moment to eat lunch, let alone dig through email threads—it can seriously drag down morale.

On that note, we just published a piece we think you’ll get a lot out of:

Bookkeeping Automation Examples That Actually Save Time

It walks through 10 specific time-saving automations firms are using right now, including:

• Automated Transaction Categorization

• Automated Bank Reconciliation

• Automated Client Document Requests and Reminders

• Automated Client Communication and Email Reminders

• Time Tracking and Automated Billing

• And more!

If you’re not leveraging automation to the fullest in your firm, then you’re definitely not running as efficiently as you could be. And while that might be fine during your not-so-slammed months, it’s a much bigger deal during the Q1 rush.

Give the article a read for some great ideas on how to set your firm up for a much smoother tax season next year.

👉 Read the full breakdown

Community 🫶

The CFO Project’s Advisory Blueprint: A Free 3-Day Workshop

You’ve heard for years that the future of accounting is advisory. But what does an advisory practice actually look like? How does the work get delivered? And what does it take to build one?

On May 26, 27, and 28, The CFO Project is holding a free 3-session workshop that answers all three of those questions. You’ll walk through the exact systems used by the 1,000+ accounting professionals trained through The CFO Project to launch CFO advisory practices. One hour each day, starting at 12:00 PM ET. NASBA-approved CPE available. 48-hour replays after each session.

Save your seat →

H🔥t today

Kentucky Becomes the Latest State to Adopt a New Pathway to CPA Licensure

Kentucky Governor Andy Beshear signed House Bill 45 into law on April 3, adding Kentucky to the fast-growing list of states offering an alternative route to CPA licensure:

bachelor’s degree (total 120 semester hours) + 2 years of professional experience + passing the exam

This option essentially swaps in a year of experience for the additional credit hours requirement that is part of the traditional pathway to becoming a CPA:

bachelor’s degree + 30 additional semester credits (total 150 semester hours) + 1 year of professional experience + passing the CPA Exam

The new pathway takes effect July 16. Roughly 39 states have now passed or adopted similar reforms in a little over a year, with most of the remaining states actively working on it. The decades-old 150-hour threshold is functionally on its way out, which could help get the hiring pipeline flowing again after years of shortages.

Read the full story →

Is AI Making “Purely Technical” Accountants Less Employable?

CFO Brew’s latest from Vincent Ryan makes a point worth sitting with: the skillsets finance leaders now rank as most important for the next generation of accounting pros aren’t technical. They’re strategic thinking, communication, data storytelling, and cross-functional collaboration.

Technical accounting expertise has slipped further down the list of the most sought-after strengths when evaluating new hires. One partner quoted in the piece puts it bluntly: the deeply technical tax and accounting folks are the ones most likely to become a commodity. The judgment-heavy, advisory-shaped work is where firms will defend their margins. It’s an interesting take on where the wind is blowing, with real numbers behind it (Morning Brew surveyed 352 finance leaders). Worth a read before you plan your next hire or service line!

Read the full story →

Swipe this workflow template

Swipe this Sales Tax template from Kristen Leicht

Get more templates from firm owners like you in our community template library.

Meme

Relatable? 😆 (We can all laugh about it now that it’s over, right?)

Firm Spotl💡ght

How Safe Harbor Bookkeeping Cut Invoicing from a Full Day to 90 Minutes — and Stopped Turning Away Clients

Terri Evans didn’t go to college for accounting—she got her education around the kitchen table, doing the books for her dad’s contracting business starting in high school. By 2023, she was ready to build something of her own, and launched Safe Harbor Bookkeeping with three clients.

Within a year, she had 60+ clients and a team of four part-time bookkeepers. But the operation was stitched together with spreadsheets, ClickUp, Monday.com, Harvest, QuickBooks, and email—none of which talked to each other. Invoicing alone could eat an entire day. After switching to Financial Cents, she’s cut her invoicing process down from 8 hours to 90 minutes, replaced at least five tools with one platform, and this tax season—for the first time—she didn’t have to turn clients away.

Continue reading →

Events

📍 BDO Alliance EVOLVE 2026 — May 3–6 (Fontainebleau Las Vegas)

BDO Alliance USA’s flagship annual conference offers three days of keynotes, 100+ breakout sessions, practice management masterclasses, and a tradeshow with over 100 exhibitors. This year’s keynotes feature Christopher Kauffman on The Last Busy Season? The AI Opportunity in Accounting and Erica Dhawan on The Power of Connectional Intelligence. Heads up: EVOLVE is sold out and open only to BDO Alliance members and invited guests—but if you’re an Alliance firm, check with your EVOLVE contact. For everyone else, keep an eye out for EVOLVE Encore, the virtual follow-up that replays the most popular sessions.

👉 See the full agenda →

📍 Tax Wrap Palooza 2026 — Tuesday, May 5 (Virtual, 2:00–4:00 PM ET)

You survived. Now let’s celebrate! Financial Cents is throwing a virtual post-tax-season party for every accountant, bookkeeper, CPA, and EA who just white-knuckled their way through April. Expect Tax Season Superlatives (Worst Client Email, Latest Night, Best Snack Stash), a mind-bending magic show, a Stump the Tax Expert live Q&A, a prize giveaway, and a DJ dance party to close it all out. Vacation-mode dress code strongly encouraged. First 50 to join get a free lunch on us!

👉 Save your seat →

Noteworthy

Accounting Professionals Just Wanna Have Fun

The week after April 15, our hilarious tax memes article saw a huge surge in traffic that told us exactly what we already suspected: after four months of grinding, the industry is in full “I just need to laugh” mode. The memes are free and the collective exhale is earned. Consider this your reminder that accountants absolutely have a sense of humor—it just tends to go dormant between January and mid-April.

Scroll the memes →

One Minute. One Assessment. One Clear Fix to Your Operational Woes.

If your firm’s tech tools and processes held up beautifully this season, ignore this. If they creaked, wobbled, or outright failed you, then listen up: The Patchwork Personas assessment is a 1-minute diagnostic built to help you see exactly how your operations are holding you back—and how to fix it. It’s free, it takes less time than waiting for Excel to un-freeze, and there are prizes in it for you. Post-tax-season is the perfect time to evaluate what’s holding you back—before you forget the pain.

Take the assessment →

Breathe deep and laugh big. See you in two weeks. 💚

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Small Change, Big Results

Get Work Done is back after a brief hiatus, and TBH, we kinda hope this send triggers a whole lotta out of office replies—not because we don’t want you to read all of the grade-A goodness we’ve packed into this issue, but because we fully recognize that tax season ended just 48 hours ago (in the U.S., anyway—hold strong, Canadian friends, the finish line is in sight 🤩).

So if you’re one of the many accounting professionals enjoying some well-deserved R&R, we hope you’ll take a moment to scroll through this issue once you’re back in action. Because honestly, the collective post-tax-season exhale is the perfect time to start thinking about how things can be better, smoother, and less “hair-on-fire” through the rest of this year and (especially) into the next tax season. (You know as well as we do that it’ll be here again before we know it!)

On that note, we invite you to check out all the recordings from last month’s Bookkeeping Workflow Summit, where we hosted four jam-packed sessions focused on helping bookkeeping and accounting firms move away from scattered systems and into a single, streamlined workflow.

You’ll learn top tips from pros like Roman Villard, Kellie Parks, and Ryan Lazanis, including:

• Why patchwork systems create invisible bottlenecks—and how to diagnose where your firm’s operational patterns are breaking down.

• The root causes of owner bottlenecks in small firms—and the first steps for moving knowledge out of your head and into a system your team can follow without constant check-ins.

• The “Core 5” workflows every small firm needs—and how to document and structure them so your team can execute without you.

• What a patchwork-free, system-led firm actually looks like in practice—from “Human Hub” to real-time visibility without manual status updates.

Throughout the event, our guest speakers dropped tons of “small change” nuggets that have the potential to snowball into big results, but we’ll leave you with one of the most memorable, courtesy of Roman Villard, CPA, Founder of Full Send Accounting:

Remove your phone number from your email signature: While taking calls and solving problems on the spot might feel good in the moment, the reality is that every call or text that bypasses a shared system is a visibility problem. It’s a decision made verbally and off the record—one that your team can’t act on and that you’ll probably forget to log.

🍿 Watch all of the summit session recordings here
🤓 Read the blog recap here

Community 🫶

Counter: The Community for Accounting Firm Revolutionaries

Counter is a community for accounting firm owners who want to build firms that defy traditional public accounting norms, offering relationships, support, and upskilling to help them change their own lives and transform the industry.

Founded by a CPA who needed a scalable way to help others run firms differently, Counter provides members with resources like virtual events, mastermind cohorts, software demos, and referral networks—connecting them with peers, veterans, and experts so small firms can thrive as part of an accounting industry revolution.

Join the community →

Advisory Accountants & Bookkeepers Network

If you’re ready to stop being the best-kept secret in your market and start attracting the premium clients your expertise deserves, this is your community. The Advisory Accountants & Bookkeepers Network is the go-to space for financial professionals who want to build high-value advisory practices—with the strategies, support, and peer relationships to make it real.

And if you want a taste of what group leader Alyssa Ciera brings to the table, she partnered with Financial Cents to create a free 5-day email course—Master the Client Lifecycle—that walks you through streamlining your firm’s entire client journey from onboarding to offboarding. Think: mapping your client journey, turning messy Zoom calls into clean workflows, building onboarding processes your team can actually follow, and creating SOPs from the systems you already have.

Join the community →

Sign up for the free email course →

H🔥t today

Vote for FC in the CPA Practice Advisor Readers’ Choice Awards!

We have a small(ish) favor to ask. Voting is now open for the CPA Practice Advisor Readers’ Choice Awards—and we’d suuuuuuper appreciate your vote for Financial Cents!

This is the annual awards program where readers get to shout out the tools they rely on most to run their firms, and it’s one of the few places where we can really go toe-to-toe with the biggest players in the industry.

We’ve nabbed runner-up honors in the Practice Management Systems and Comprehensive Firm Workflow Solutions categories for a few years running now, and 2026 feels like our year to steal the top spot. But we can’t do it without you!

If Financial Cents has saved you from a chaotic inbox, a missed deadline, or a very stressful tax season (or all of the above), this is your chance to pay it forward.

Voting closes April 20, so drop yours in now!

Cast your vote here →

Revving up Refunds: The Data is in on the 2026 Tax Filing Season

The Bipartisan Policy Center surveyed 1,200 Americans who filed their 2025 taxes, and the results are worth a scan before you close the books on this season.

More than half of respondents reported receiving a federal refund, and of those, 39% said it was larger than last year. The One Big Beautiful Bill Act’s new deductions—for tips, overtime, auto loan interest, and seniors—were broadly known but unevenly claimed. A majority of filers had at least some awareness of the 2025 law’s tax relief, though more respondents had no awareness at all than “a ton” of awareness.

Perhaps most interesting for your firm’s future: nearly one in five respondents reported using AI this year when preparing their return (11% for the first time), while another 34% said they hadn’t used it yet but would consider it in the future. That’s over half of taxpayers either already experimenting with AI on their taxes or open to it. Food for thought as you map out your advisory strategy for next year.

Read the full story on the BPC website →

Meet the Small Business Owner Using AI as His CFO (Don’t Worry, his CPA Still Gets the Last Word)

Kyle Ray can’t afford a full C-suite for his window cleaning company. So he built one with AI.

“Basically my entire leadership team is AI,” the Geek Window Cleaning founder told Business Insider. At $40/month for Claude and ChatGPT combined, it’s a pretty lean org chart. And this tax season, his “AI CFO” earned its keep.

Ray uses ChatGPT to surface tax strategies he might be missing—things like whether certain sales reps could qualify as 1099 contractors instead of W-2 employees, which can mean real payroll tax savings. He also uses it to prep for conversations with his CPA, asking questions like, “What am I not asking that I should be asking?” (Which is honestly a great question to ask any advisor, human or otherwise.)

He’ll even run his taxes themselves through AI first, then compare the results with his accountant’s work to catch anything that slipped through the cracks.

But he’s not handing over the keys entirely. His CPA still gets final say, and Ray is clear-eyed about AI’s limits: “I wouldn’t trust it 110%.” Because while AI is great for explaining concepts and organizing data, applying that knowledge to a nuanced and specific situation is still a human job.

Read the full story on Business Insider →

Swipe this workflow template

Swipe this 1099 Preparation Template from Jami Doran

Get more templates from firm owners like you in our community template library.

Meme

Relatable? 😆 (if you use FC, we hope not!)

Firm Spotl💡ght

How On Track Accounting Solutions Heads Off 1099 Headaches with Month-End Close in Financial Cents

Greg Scholten founded On Track Accounting Solutions in 2016 with a pretty specific mission: bringing specialized accounting, bookkeeping, and tax services to underserved niches, including adult foster care (AFC) homes and nonprofits.

Running a lean, fully remote team of three, Greg didn’t have room for chaos. But every January, it showed up anyway.

Figuring out which clients needed 1099s, which vendors had crossed the IRS reporting threshold, and whether the right W-9s were even on file—it was the same stressful scramble year after year. Greg knew a basic Excel checklist wasn’t going to cut it forever.

Enter Month-End Close in Financial Cents. By weaving 1099 tracking into his regular monthly workflow, Greg went from last-minute panic to January calm—with all the data already organized and ready to export by the time filing season rolled around. Oh, and he consolidated his tech stack in the process. One portal. No more scrambles.

Here’s how On Track keeps a three-person remote firm running smooth like butter ⬇️

Continue reading →

Events

📍 Jason On Firms LIVE National Tour — May 4–June 26, 2026 (20 Cities Across the U.S.)

If you’ve been waiting for a reason to get out of the office, this is it. Jason Staats is bringing his half-day, CPE-eligible workshop to 20 cities this spring:Columbus, Chicago, Minneapolis, Miami, Nashville, Austin, New York, San Francisco, and more. Expect real talk on firm operations, snacks, a bar, and an optional networking dinner to connect you with local firm owners who get it. With over 1,000 accountants joining the 2025 tour, spots go fast. Check to see if he’s coming to your city and grab your ticket.

👉 Check the full schedule here →

📍 GrowCon — May 4–6, 2026 (Salt Lake City, UT)

Hosted by Universal Accounting Center, GrowCon is built for owners of bookkeeping, accounting, and tax businesses who want to scale—not just survive. You’ll learn how to actually grow your firm, build systems that hold up, and stop being the bottleneck in your own business. Industry leaders and tech partners share the tools and strategies that are working right now. If you’re heading into summer wondering how to level up before Q4 hits, this one’s worth the trip.

👉 Register here →

📍 RightNOW 2026 — May 18–20, 2026 (San Antonio, TX)

Now in its third year, RightNOW has earned a reputation for honest, no-filter conversations about what’s working in modern firms. This mid-year conference is designed for the post-busy-season stretch—when you finally have space to think about automation, capacity, and what you want the next chapter of your firm to look like. Sessions are led by real firm owners, and you’ll walk away with frameworks and templates you can implement immediately. Plus, the Signia by Hilton La Cantera Resort isn’t exactly a bad backdrop for a few days of thinking big.

👉 Check out the agenda →

Noteworthy

We Asked 261 Bookkeeping Firms About Their Tech Stacks, and the Results Were...a Lot

Spoiler: Most firms are using way more tools than they want to—and it’s costing them more than just subscription fees.

We surveyed 261 bookkeeping and accounting professionals to get an honest look at how small firms are managing their software, where things break down, and what they actually wish they had. What we found was a pretty clear disconnect:

• 9 in 10 firms want to run on 4 tools or fewer, but less than half actually do.

• Nearly half aren’t confident that nothing is falling through the cracks.

• And 70% are manually re-entering data between tools multiple times a week.

The culprit? Tool sprawl. It starts innocently enough—one app for proposals, another for task management, another for client documents—and before long you’re spending more time managing your software than actually serving clients.

We broke it all down—the data, the real stories, the dropped balls, and the path forward—in our 2026 Bookkeeping Firm Tech Stack Report. It’s free, it’s packed with insights, and it might just make you feel a little less alone.

Read the full report →

Which Patchwork Persona Is Running Your Firm?

Be honest: Does your firm run on spreadsheets held together with hope? Do you have a tool for everything—and actually use none of them fully? Is there one person on your team whose entire job is basically just...knowing where everything is?

If any of that sounds familiar, your firm probably has a Patchwork Persona.

Born out of the data from our 2026 Bookkeeping Firm Tech Stack Report, the Patchwork Personas are seven distinct patterns that show up again and again in small accounting and bookkeeping firms when systems get fragmented.

There’s the Spreadsheet Stalwart, the Tool Toggler, the Human Router, the Constant Copy-Paster, the Month-End Magician, the Message Miner, and the Apology Artist. Most firms aren’t just one—but there’s usually a dominant pattern running (and occasionally wrecking) the show.

Of course, knowledge is power—because once you know which persona fits your firm, you can actually do something about it. Our free 1-minute assessment will quickly identify your dominant persona as well as personalized strategies for fixing it. Plus, for a limited time, sharing your result enters you to win $500—so there’s that.

Take the assessment →

That’s all for this issue. See ya next time! 👋

Share Get Work Done - a newsletter for accounting firm owners.

Small Change, Big Results

Every new year has this strange quiet moment, right after the noise settles. You are back at your desk, the calendar is clean again, and there is a brief window where things feel possible.

At that moment, the future you is not asking for fewer loose ends and moments where you wonder if something slipped because it lived in the wrong place.

That is why the beginning of the year matters more than we admit.

It's one of the times when switching to a better mode of getting work done doesn’t feel reactive. You're changing workflow systems because you can see where your bookkeeping or accounting firm is headed, and you would rather get there with intention than urgency.

Financial Cents exists specifically for this. It’s not a generic project management tool that you have to bend into shape for accounting work. It’s built for how firms like yours actually operate: recurring deadlines, seasonal surges, client requests that need tracking, and teams that need visibility without constant check-ins.

Maybe your current setup is still semi-functional, but if you’re being honest with yourself, you probably know where the cracks are, and those cracks don’t shrink when you add more clients or hire more people.

The firms making the switch right now don’t want to carry last year’s frustrations into this year, and you shouldn't too.

Also, you won't have to do it alone.

Our consulting team—Ryan, Will, George, Kasey—they've helped hundreds of firms make this exact switch. They'll walk you through a demo tailored to how your firm actually works, help you get set up, and make sure you're not stuck watching tutorial videos at midnight trying to piece things together.

If you’ve been burned by software transitions before, this one’s different.

👉 Make the switch now

Community 🫶

The Bookkeepers’ Guide to Annual Reviews With Nancy McClelland, CPA

The Bookkeepers who run strong monthly closes don’t dread tax season, and they don’t have to rely on year-end heroics.

This one-page (FREE!) Bookkeepers’ Guide to Annual Reviews, created by Nancy McClelland, CPA, gives you a repeatable framework for reviewing client financials in a way that builds trust, surfaces issues early, and makes collaboration with tax professionals easier for everyone involved.

Inside the template, you’ll get a clear technical review structure that helps you catch issues (ideally before year-end), opportunities to turn clean books into confident client discussions, and so much more.

Get it here →

Accelerate 2 Advisor Community By Lisa Campbell

This is a breakthrough community for bookkeepers and accountants who are still deep in the day-to-day work, but ready to step out of the technician role and start building a business that runs like a system, not a scramble.

Inside, they focus on helping you clarify your true value, tap into where your real power comes from, and learn how to call in what you actually want: more time, money, and freedom. It’s about setting intentional goals, taking aligned action, and learning how to present your business in a way that feels right for you.

Join the community →

H🔥t today

IRS IT overhaul set to finish by 2028

After decades of attempts, the modernization of the IRS’s information technology systems will be completed by 2028, according to former Acting IRS Commissioner Michael Faulkender.

Faulkender, who served as deputy Treasury secretary and acting IRS commissioner for several months in 2025, said the modernization of the IRS's IT systems previously focused on translating millions of lines of computer code written in languages like Fortran developed in the 1950s into more modern languages.

In the past year, the focus of modernization shifted to getting systems to talk to each other and to have an overarching [application programming interface (API)] where all of the information was simultaneously available.

There was no mention of the IRS job cuts, which included 2,163 IT staffers, or 25% of that business unit, according to a May 2025 report from the Treasury Inspector General for Tax Administration. In addition, 48 senior IT employees were placed on administrative leave in March 2025 due to reorganization plans.

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CFOs signal crucial role that technology will play in 2026

If you thought technology was already a big deal in finance, 2026 is about to dial things up.

A new report reveals a major shift that tech is no longer just a tool to speed up but a core to how finance leaders plan to compete. Think AI, intelligent automation, and smarter systems that do more than track work. We’re talking predictive tools, faster decisions, and CFOs taking a more strategic seat at the table.

What’s interesting is how many of them are now planning to invest in new tools and rethinking how finance should function entirely.

While the confidence is high, the pressure is real. Faster decisions, fewer errors, and better business alignment are now baseline expectations.

The question is: are you keeping pace with the finance function your peers are building?

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Swipe this workflow template

Swipe this 1099 Preparation Workflow Template by Jami Dorman

Get more templates from firm owners like you in our community template library.

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Firm Spotl💡ght

How L&L Bookkeeping Manages More Clients and Delivers Services That Drive Referrals

For Lori Hawkins, what began with helping her entrepreneur husband get cleaner books and clearer insights for smarter business decisions grew into L&L Bookkeeping, LLC in 2018.

Today, the L&L Bookkeeping team assists clients both inside and outside the U.S. with all accounting services except tax returns.

As an outsourced accounting department, they work within their clients’ teams to monitor finances and ensure compliant financial records and quality financial advice.

Managed in an all-in-one practice management tool, the firm has optimized its workflows to meet client deliverables and manage client relationships effectively. This has earned them enough referrals to keep a running list of businesses waiting to use their services.

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Events

📍Profit Machine Live - Free Virtual Summit (January 29, 2026)

Profit Machine Live is a free, one-day virtual summit helping accountants grow beyond tax season.

You'll learn how firms are successfully adding advisory services like Tax Advisory, CAS, IRS Representation, and high-ticket advisory from experts who’ve actually done it.
This is an opportunity to get impactful and actionable insights from thought leaders in the accounting industry, like Dawn Brolin, CPA, CFE, Michelle Weinstein, Eric Green, and more.

P.S.: You can get up to 6.0 CPE credits.

Sign up here

Noteworthy

How Mélyssa Brunet Built a Workflow System That Won Her a Title and a Free Trip to Mexico

When Melyssa Brunet was announced as the 2025 Workflow Champion at WorkflowCon, the applause was immediate.

Her winning workflow, a structured year-end review process, resonated with firm owners who recognized the quiet damage caused by missed deadlines, reactive planning, and processes that live only in people’s heads.

However, Mélyssa’s story is not about a single template.

It reflects how workflows evolve when they are built with intention, tested in real client work, and shaped by the people who use them every day.

In this chat, Mélyssa walks through what pushed her bookkeeping firm to formalize workflows, how she earned team buy-in, where workflows still fall short, and why structure has become one of her firm’s biggest growth levers.

Excerpts

Q: Many firms see workflows and SOPs as efficiency tools. From your experience, what else do they influence?

Mélyssa:
Growth, without question. When we hire someone new, they are assigned files immediately in Financial Cents. They can see exactly what tasks they own, what each task means, and what done looks like. That shortens the time it takes for new hires to feel confident.

Q: You mentioned you have many templates. Why was the year-end review workflow the one you chose to present?

Mélyssa:
We actually have a library of over 50 procedures. The year-end review stood out because….

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How to inform your clients about a price increase (plus a free template)

Well, it's 2026, and yesterday's price isn't today's price.

You’re delivering more value than ever, your workload has increased, and it costs more to run your firm today than it did a year ago.

Maybe you’re still hesitating because you’re unsure how clients will react, but the truth is, your firm can’t remain sustainable or profitable if you never update your pricing. Contrary to your concern, most clients will accept the new rates as long as you communicate the change clearly and professionally.

Proper communication is what determines whether clients understand the increase and continue working with you, or whether they feel blindsided and start questioning the relationship.

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Till next time,

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Small Change, Big Results

Dearest gentle reader,

Was it not just yesterday that we screamed “Happy New Year!” and promised ourselves this would be the year we got ahead of deadlines, nailed every client deliverable, and took that long-overdue vacation in Q3?

Yet here we are, another year in the books.

2025 asked a lot from you, and somehow, you showed up for your clients, team, and firm. You pulled long nights. You navigated messy handoffs. You reworked client expectations, built new systems (or at least tried to), and still found time to send a reminder email with grace.

But let us ask plainly:
Did you work on your workflow as much as you worked in it?

That’s the question we kept returning to during the EOY Workflow Reset sessions, and it’s the one we believe you must answer before tax season starts, writing the script for your year.

We brought together Justine Lackey, Kellie Parks, CPB, FCPB, and Nick Boscia, CPA, three firm owners who’ve stopped treating burnout as a rite of passage. They’ve each built systems that scale, protect team sanity, and help them lead with clarity.

What you’ll learn in the replays:

• Justine maps out your first 90 days of 2026 so you start strong (and stay that way).

• Kellie shows you how to create scalable systems your team will actually follow.

• Nick shows you how to fix recurring workflow and rebalance work so Q1 doesn’t immediately become a bottleneck.

This is the blueprint for building a firm that runs with intention.

Let 2026 be the year your workflow works harder than you do.

👉 Watch the EOY Reset Series Replay

Community 🫶

Build a Buyer-Ready Practice with Adam Shay, CPA, MBA

It’s time to build a firm so operationally strong that buyers line up. A sellable firm runs on clear workflow, strong processes, and predictable operations.

Most firms run on memory, heroics, and constant reaction. When Adam built his accounting firm, everything ran through him; burnout, bottlenecks, and a team that couldn’t move without him.

Today, he coaches firm owners 1:1 and through group cohorts, helping them build sellable firms with strong operational strategies that support growth.

In this 5-day email course, you’ll learn the core elements of a buyer-ready practice and how to build simple SOPs so work gets done consistently without you.

Sign up here →

Get the Free NSA’s 2024 Profit and Practice Report

The NSA’s 2024 Profit and Practice Report is packed with benchmarking data from accountants and tax preparers across the country. See how firms are pricing services, structuring fees, and building profitability.

With this report, you can compare your fees with national benchmarks, spot opportunities to grow revenue, and gain insights to position your firm competitively.

Get the report here →

H🔥t today

Every CPA Must Triple Their Productivity by 2035 or Face Professional Extinction

David Wurtzbacher shared this projection on an episode of the Earmark Podcast. As the founder and CEO of Ascend, a private equity-backed platform that’s completed over three dozen firm acquisitions in just over two years, Wurtzbacher offers an outsider’s perspective on the profession.

According to him, demand for services continues to climb while the number of people entering the profession each year decreases.

To put this in perspective, a typical well-performing firm today generates around $200,000 in revenue per employee. Wurtzbacher’s projection means that the number needs to approach $600,000 per person within a decade. Even scarier? By 2035, roughly 85% of the profession will consist of people with ten years or less of experience in an industry where most say you can’t even make partner in that timeframe.

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The Accounting Profession’s Status Is Under Review

So, quick accounting tea ☕️

There’s a proposal circulating that would essentially declare accounting no longer a professional degree, and the accounting world collectively responded: absolutely not.

Nine major accounting organizations, led by the AICPA and representing approximately 1.5 million professionals, have joined forces to push back. They sent a letter to the U.S. Department of Education expressing strong opposition to any draft regulation that would exclude accounting programs from a professional degree designation and urging that accounting programs be included as a professional degree in the proposed rule.

At a time when firms are facing staffing shortages, aging practitioner populations, and rising complexity in compliance and advisory work, de-incentivizing formal accounting education sends the wrong message to the next generation. It frames accounting as less rigorous, less essential, and less worthy of institutional support.

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Swipe this Tax Planning Workflow Template by Laura Adams

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Firm Spotl💡ght

How Profit Constructors Run Multi-Firm Projects Without Things Falling Apart

Tonya founded The Profit Constructors after realizing that the traditional corporate environment no longer fit the life she wanted for her family.

With years of experience in construction accounting and a growing desire for a more flexible and remote-friendly work system, she set out to build a firm that operated differently.

After returning from a maternity break and struggling to ease into work, Tonya decided to use her expertise to create a virtual accounting practice that would give her and her team the freedom to work from anywhere.

When the company started, Tonya and her first staff could comfortably rely on their memories to manage projects because they had worked together for about 20 years; they understood themselves and what each client engagement required, even without spelling things out.

However, as they took on more clients and added staff, they now needed a system to document workflows and collaborate effectively, standardizing their processes across the board.

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Events

📍Master the Intuit Bookkeeper Certification - Free Workshop (Today, 7 pm EST)

Margie Remmers-Davis is transforming accounting education by making learning hands-on, practical, engaging, and fun.

During the workshop, you’ll discover:

• What the certification actually is (and what it’s not)

• Who really needs it vs. who’s wasting their time

• The fastest, simplest way to pass without cramming wrong material

• How to use it to stand out to clients and employers

Seats are free, but they won’t last, and the live Q&A is where the real gold happens.

Sign up here

Noteworthy

How Stacey Feldman CPA Makes Sure to Fuel Properly Even with a Busy Schedule

In the thick of client demands, team responsibilities, and firm growth, Stacey Feldman, Partner/COO at Full Send Finance, has built a system for wellness.

What makes her approach unique isn’t the discipline (though there’s plenty of that). It’s how she treats her health as a strategic advantage, instead of something to deal with after the busy season. For Stacey, staying sharp means thinking ahead about everything from food to calendar to bandwidth. It means creating predictability in her day so she can lead with clarity.

If you’ve ever told yourself you’ll rest after this deadline, or wondered how to keep showing up for your team without burning yourself out, Stacey’s story is your reminder that taking care of yourself is a business decision.

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15 Proven Accounting Firm Growth Strategies for 2026

Growth in 2026 requires more than new clients.

Clients no longer want you only for year-end cleanups. They seek guidance, clarity, and a trusted advisor who can translate financial data into informed decisions.

Also, remote teams are becoming more common. Talent shortages have made geographical hiring optional. Remote and hybrid teams open doors to stronger hiring, but they also require better systems for collaboration, oversight, and accountability. Firms that build for flexibility are the ones keeping their teams engaged and productive.

Growth right now takes smarter operations, modern software, and systems that can actually keep up. To help you navigate this shifting landscape, this guide outlines 15 practical strategies designed to foster your firm’s growth with confidence and profitability.

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Happy Holidays, Friends 💚,

See you in 2026!

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Small Change, Big Results

Step Into 2026 With Systems That Support You

There comes a time when the status quo no longer feels tolerable.

You know it.

You recognize that something in your accounting firm needs to shift, yet every time you move toward that change, it slips out of reach. The reasons vary: client demands, staffing challenges, shifting priorities, but in the end, the result is the same. Another year passes without the systems you need to grow with intention.

At some point, though, the cycle becomes unsustainable. What once felt manageable begins to strain the limits of your capacity. The interruptions feel heavier, errors are more costly, and pressure is more persistent. The thought of heading into another year with the same gaps and frustrations becomes harder to justify.

That is precisely why the End-of-Year Workflow Reset Series exists.

It offers structured, distraction-free time to evaluate what has worked, what has not, and what must change before 2026. This month, the series is led by three industry experts who understand operational change as lived experience.

Justine Lackey will guide you through structuring your first 90 days of 2026 with intention, resetting your workflows ahead of the busy season, and utilizing real planning frameworks to map out Q1 deliverables.

Nick Bosica, CPA, brings a grounded, strategic perspective shaped by years of building and refining firm operations. His approach is practical, direct, and designed to help owners audit and tighten recurring workflows.

Kellie Parks, CPB, FCPB, is known for making processes accessible, scalable, and sustainable. Her systems-first methodology helps firms standardize their work in a way that supports both the firm owner and the team behind them.

Together, they provide a balanced, real-world framework for the work ahead, one that pairs strategic clarity with operational discipline.

If you feel the tension between where your accounting firm is and where it needs to be, this is your opportunity to bridge that gap. The stability, confidence, and structure you want next year begin with the decisions you make now.

👉 Sign up for the EOY Workflow Reset Series

Community 🫶

The Velocity Retreat With Justine Lackey

If you’re a bookkeeper or accountant who needs a strategic plan for 2026, consider this your official invite to Velocity, Justine Lackey’s half-day (FREE!) virtual planning retreat on December 11th from 12–4:30 pm EST.

Velocity is a community favorite for a reason: in just a few hours, you’ll walk away with:

• A crystal-clear 2026 plan that feels achievable and exciting

• A simple method to break big goals into tiny weekly actions

• A gorgeous 2026 digital planning workbook you’ll use all year

• A mindset reset that gets you out of the weeds and laser-focused on building your #dreamfirm

If you want 2026 to be the year you feel grounded and organized and gain real momentum, register for Velocity today. Your future self will thank you.

Sign up here →

NexPath Coaching

NexPath Coaching helps organizations of every size create cultures where people understand each other, trust each other, and take ownership so that growth, collaboration, and results happen naturally.

They believe communication and leadership aren’t soft skills but the structure that holds everything together.

If you’re an accounting firm owner and want your team to take more ownership and improve collaboration, start here.

Join the coaching community →

H🔥t today

What Will Accounting and Finance Look Like By 2040?

Daniel Burrus has quite a history as a futurist. Over the past 40 years, the New York Times bestselling author has delivered keynote speeches at more than 3,000 conferences worldwide, advised numerous Fortune 500 executives, and foretold scores of technology and business developments.

These predictions have not come via a crystal ball. They are the result of a methodology Burrus developed to identify trends and use those to anticipate what is most likely to happen in the coming years.

His anticipatory business model is a big reason why the Association of International Certified Professional Accountants (AICPA) has teamed with Burrus on Finance and Accounting 2040: Rise to the Future Together, an ambitious attempt to envision what the world might look like in 2040 and what accountants in firms and finance departments may do to guide the profession to continued success over the next 15 years.

The AICPA has twice conducted visioning projects like Rise2040. The 1997 CPA Vision Project gathered more than 3,000 CPAs in 200 focus groups to plot the profession’s path through 2011. That report established a new purpose statement for accounting: “Making sense of a changing and complex world.”

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Why Managed IT Services Make Sense for Accountants

It’s hard to imagine anything an accounting firm does is not tied to technology and processes; however, with so many firms still stretching the limits of dated technology, it is one of many reasons to consider utilizing managed IT services.

Cybercriminals become incredibly sophisticated, and it’s been made clear accounting firms—with all of the sensitive information they potentially have access to—remain a key target. In fact, according to IBM’s 2024 Threat Intelligence Report, professional services, including accounting, ranked among the top five most attacked industries, with an average breach cost of $5.9 million.

Another survey by the AICPA found that 91% of accounting firms experienced at least one attempted cyberattack in the past year. In the middle of this storm, the IRS tightened its own data security requirements.

Under IRS Publication 4557 and the FTC Safeguards Rule, every tax professional must maintain a Written Information Security Plan (WISP) and demonstrate ongoing security controls. This isn’t advisory anymore; it’s mandatory.

Continue reading →

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Swipe this Year End Reporting Workflow Template by Mélyssa Brunet (Workflow Champion 2025)

Get more templates from firm owners like you in our community template library.

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Relatable?😆

Firm Spotl💡ght

How Strategic Tax Planning PLLC Reclaims Time to Serve More Clients

Strategic Tax Planning PLLC was still a side business when Carter Lance began searching for practice management software.

He learned a lesson many accounting firm owners discover too late: Technical accounting skills alone won’t lead to success if your workflow systems are manual and disconnected.

Carter was determined to help businesses create financial plans that met regulatory standards and enabled confident decisions through bookkeeping, tax planning, and fractional CFO services.

However, his search for a suitable workflow software led to an unpleasant realization: most tools were strong in some areas of accounting practice management but lacked in others. He wanted a tool that checked enough boxes and solved enough problems to warrant his financial commitment.

This decision to discontinue the search and continue with manual workflow systems opened the door to some of the worst challenges an accounting firm can face:

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Events

📍Digital CPA 2025 - Dec.7 - 11 (Washington D.C)

Digital CPA (DCPA) is the place where the future of the profession is being shaped in real time. Hosted annually by CPA.com, a subsidiary of the AICPA, DCPA has spent more than a decade bringing together the firms, leaders, and innovators who refuse to settle for outdated ways of working.

If you want to stay ahead of the curve, this is the room you need to be in. You’ll hear directly from industry trailblazers, gain insights that can shift the direction of your firm, and see what’s coming long before everyone else does

Check the agenda →

📍 Ensuring Success 2025 - Dec. 10 - 11 (Virtual)

Ensuring Success is the end-of-year virtual conference that accountants and tax professionals don’t want to miss. Hosted annually by CPA Practice Advisor, this two-day live event brings together some of the most respected voices in the profession right when you need their insights most.

Designed to help you sharpen your expertise and secure those final CPE credits before the year closes, Ensuring Success delivers high-value sessions at no cost. You’ll hear directly from industry leaders on the topics that matter most—practice management, tax updates, accounting technology, workflow efficiency, and more.

Sign up here

Noteworthy

Sarah Won’t Let ADHD Stop Her Bop

If you were at the WorkflowCon 2025 after-party, you can attest to the fact that the jams were fire! All thanks to DJ Sarah Eldridge, an accountant by day and DJ by night.

However, she wasn't always like this.

Rewind three decades, and you’d find a little girl desperately trying to make sense of a brain that worked differently. A child who alphabetized her CD collection while other kids played outside. Who begged for calendars every Christmas and played “school” for fun when she got home from actual school.

One of Sarah’s biggest breakthroughs was understanding how her brain processes focus. Unlike many people who need quiet to concentrate, Sarah discovered she needs lots of noise. She took this discovery even further by learning to DJ and now creates her own mixes of dubstep and drum & bass music. When impostor syndrome strikes or work gets overwhelming, she puts on one of her creations.

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The Art of Letting Go (Without Losing Control)

It’s the end of the year, and your accounting firm is buzzing with activity.

Clients are calling non-stop, emails are piling up, and your team is stretched thin trying to meet deadlines. As the firm owner, you find yourself working late nights, meticulously checking every detail, ensuring nothing falls through the cracks. The stress is palpable, and the bottleneck effect is in full force.

Every decision and task needs your direct input, leaving you overwhelmed and exhausted.

According to a study by Gallup, CEOs who delegate effectively generate 33% more revenue than those who don’t​​. This boost in productivity translates to more clients served, faster turnaround times, and, ultimately, higher profits. Consider how much more efficient your firm would be if routine tasks like data entry and initial client communications were handled by junior staff, freeing up senior accountants to focus on complex financial analysis and strategic planning.

Also, when your employees are entrusted with responsibilities, they feel valued and are more engaged. This empowerment leads to higher job satisfaction and retention rates.

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Until Next Time,

Share Get Work Done - a newsletter for accounting firm owners.

Small Change, Big Results

Inside WorkflowCon 2025: How 2,400 Firm leaders & Operators Found Calm

First of all, a standing ovation to y’all who made it to WorkflowCon 2025.

On Nov 12 & 13, 2025, 2,400 accounting and bookkeeping professionals logged in for one reason: they were tired.

Tired of racing against deadlines with broken workflows, of feeling guilty every time they opened their inbox, and pretending that being busy was the same thing as being successful.

WorkflowCon 2025 was built around a simple, uncomfortable question. What if the problem is not that accounting firms need to work harder, but their workflows were never designed to handle the reality they are operating in today?

Watch a replay of all the sessions here

Clear the Chaos. Find Your Calm was not just a tagline, but a filter for every keynote, every panel, every Workflow Champions Live session, and every conversation in chat. This is what actually happened over those two days, what people learned, and why it matters now that everyone has gone back to their client work and deadlines.

👉 Read the full recap

Community 🫶

Akadian by Margie Remmers-Davis

This is a community and a platform that empowers accounting professionals with hands-on education, innovative learning tools, and a supportive community to bridge the gap between theory and on-the-job experience.

Over 20,000 students have used the Akadian Accounting course library to study for and pass the QuickBooks Online ProAdvisor exam and become experts in the bookkeeping field.

If you're looking to become a better bookkeeper and accounting professional, their courses will help you before, during, and after your certification journey.

Join the community →

The National Association of Enrolled Agents

The NAEA is a community for tax practitioners from aspiring enrolled agents to experts with decades of experience. They advance the professional tax practice through leadership, management, community, and ethics.

What makes them stand out is the collective belief that tax work can evolve. They question outdated standards, push for stronger representation, and create learning environments where practitioners sharpen their judgment rather than rely on random facts.

Join the community →

H🔥t today

Artificial Intelligence Has a trust Problem

We've all agreed that AI is here to stay, and it's essential to incorporate it into the work we do, right?

Then it begets this question: Can we trust the algorithms at the core of artificial intelligence’s ability to learn and solve problems?

According to the Journal of Accountancy, this question is becoming increasingly pertinent as businesses rely more heavily on artificial intelligence (AI) to automate tasks such as talent recruitment, market trend prediction, and cybersecurity assessment. But what if businesses could seek an independent third-party assessment of their AI software that can assure the efficacy of their controls?

Robert Seamans, professor at New York University’s Stern School of Business, suggested that so-called “AI auditors” could fill this emerging role.

CPAs aren’t the only professionals who could perform these “AI audits.” However, CPAs adhere to professional standards designed to instill trust in the results of assurance engagements, whether to provide confidence to investors that a company’s financial records are accurate and fair or to assure banks that a company complies with loan covenants.

Continue reading →

1,400 IRS employees receive layoff notices, adding to staff losses

The IRS sent layoff notices to almost 1,400 employees, adding to the losses at the agency where 25% of staff had left as of May, according to a court document filed earlier this week in a lawsuit brought by unions against the federal government.

The layoffs are in addition to a workforce reduction of about 25% as of May through some sort of incentive program, such as deferred resignation, according to a report released in July by the Treasury Inspector General for Tax Administration.

The report stated that 25,386 employees had departed as of May through some sort of incentive program, such as a deferred resignation. Another 294 employees received RIF notices but had not been terminated because of a court injunction, as was the case for 3,023 probationary employees. These employees continued to work at the IRS unless they chose to separate or were terminated for reasons other than those stated in the report, it said.

Continue reading →

Swipe this workflow template

Swipe this Client Year-End Document Request List Template by Abhijeet Sangani

Get more templates from firm owners like you in our community template library.

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Relatable?😆

If you missed WorkflowCon 2025, you can catch the replays here.

Firm Spotl💡ght

How Pedante and Company Made Work Visible Enough to Fix Problems Before They Spread

Since 2018, Pedante and Company has built strong relationships with businesses across Chester, Delaware, Montgomery, Bucks, and Philadelphia counties.

For over 22 years, Jenna Rodriguez has worked alongside the firm’s owner, building a successful career and cultivating deep relationships within the local business community.

When the firm’s owner decided it was time to retire, Jenna knew she would have to answer a critical business question: How does the team maintain operational consistency, hand off work seamlessly, and ensure the firm continues delivering the same, if not better, quality of client service?

Continue reading →

Events

📍Digital CPA 2025 - Dec.7 - 11 (Washington D.C)

Digital CPA (DCPA) is an annual accounting conference that has been held for over a decade. CPA.com, formed by the American Institute of CPAs (AICPA), organizes the event, which is for accountants interested in creating a better future for the profession.

The conference will provide you with the opportunity to gain professional insights from industry leaders that will shape your thinking. You should also attend if you are into client advisory services or want to offer this service.

Check the agenda →

📍 Ensuring Success 2025 - Dec. 10 - 11 (Virtual)

Ensuring Success is an annual virtual accounting/tax conference organized by the CPA Practice Advisor at the end of the year.

It is designed to help professionals in the accounting and tax industry learn and earn CPE credits before the end of the year. The free event, which is live-streamed for two days, features an impressive lineup of accounting and tax industry leaders and experts sharing insights on topics like practice management, taxes, accounting technology, and more.

Sign up here

Noteworthy

Erin Pohan on Building an Accounting Firm With Boundaries, Balance, and Boldness

Sometimes, we like to think that Accounting has rules. Unspoken ones.

Keep it serious and play it safe. Don’t be too loud or too bold.

It was only when Erin started her own firm, Upkeeping, that she realized she no longer needed permission to be herself. “I’m a little cheeky. I think I’m fun. But for years, I kept that part of me separate. I didn’t think it belonged in accounting.” But everything changed the moment she started showing up as herself on LinkedIn, in client calls, in community spaces. “You can be anyone you want to be in this industry,” she said. “Your people will find you.”

She was at QuickBooks Connect, in a ballroom full of accountants dancing to Pitbull and Daddy Yankee. “I’m Puerto Rican,” she laughed. “I saw them dancing and thought, wait, we’re allowed to have fun? We can do both?”

She left that night with a new idea: what if there were more spaces where accountants could just be real?

Continue reading

Here's How You Can Build Your Accounting Firm's Tech Stack

The cost of operating in manual systems or disconnected apps is becoming too high, but a well-integrated tech stack helps you avoid spending valuable time on manual tasks.

It minimizes, if not eliminates, tasks like manual data entry, bank feeds, and client reminders to enable your team to focus on understanding and applying their accounting expertise to clients’ financial situations.

Building that kind of tech stack requires clarity on what problem each tool solves, how it integrates with the rest of your workflow, and how it supports the outcomes you want to see in the next few years, not just right now.

To start, assess your firm's pain points and needs. This is a good place to ask your team members where they are struggling and where client complaints are coming from.

Sometimes, you don’t need to buy a tool for a problem. Maybe a task needs to be eliminated or delegated to someone with better capacity to handle it.

Continue reading

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here.

Until Next Time,

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Small Change, Big Results

 Clear the Chaos, Find Your Calm.

There’s a strange thing that happens when you’re swimming in the ocean.

If a wave hits you and you panic, thrash harder, fight the pull, you sink faster. But if you pause, take a breath, and let yourself float for a second, the ocean actually brings you back up. The calm of the water saves you.

That’s what running a firm often feels like.
You start out swimming with purpose, steady strokes, and clear direction. Then the current changes. Client demands rise like tides. Your team feels stretched. You start working longer hours just to stay above water. You add tools, hire help, patch holes, but somehow it only makes the water choppier.

The lesson is that you can’t outswim chaos. You have to find calm inside it.

That’s the heartbeat of WorkflowCon 2025: a space for accounting firm leaders, operators, and their teams to stop paddling for a day and actually float. To look at the current beneath your work — systems, processes, people — and learn how to build a firm that moves smoothly, not frantically.

Over two days, you’ll learn from experts who’ve been through the storms how to scale without losing your sanity, how to simplify client management, and how to use AI to take back your time.

Here’s the best part: the sessions will help you get your firm back in shape while also moving your career forward. You can earn up to 12 CPE credits while learning how to clear the chaos in your processes, reclaim your time, and find calm in how you work.

It’s a rare kind of maintenance, the kind that doesn’t just get you back on the road, but makes the next stretch smoother, quieter, and faster.

👉 Save your spot

Community 🫶

The 6-Figure Bookkeeper’s Club by Joe Wood and Zoe Whitman

This is a supportive, women-led community that focuses on helping bookkeepers build businesses that fit around their lives. With practical resources, coaching, and a focus on confidence and profitability, it’s designed to empower bookkeepers to charge what they’re worth and succeed on their terms.

Join the community →

The Accountant's Lounge

The Accountant’s Lounge is a community where accountants, bookkeepers, CFOs, and tax professionals have the opportunity to learn, network and scale our businesses together.

Within the group, they talk about ALL the things. From accounting software to taxes, budgeting and goal setting, money mindset, setting prices, outsourcing, workflows, and everything in between.

Join the community →

H🔥t today

The accounting graduate pipeline: Where do things stand?

If you’ve been worried about the accounting talent shortage (and who hasn’t?), the latest update from Journal of Accountancy actually brings a little relief. For the first time in a while, we’re seeing some positive movement in the accounting graduate pipeline.

Yes, the total number of accounting degrees awarded fell again, about 6.6% last year. But here’s the part that caught my attention: enrollment is up more than 12%, the highest since 2020. That means more students are at least starting accounting programs, even if fewer are graduating right now. To me, that’s a hopeful sign that the interest is coming back, and maybe, just maybe, our collective outreach is paying off.

However, fewer master’s grads and a big drop in CPA exam candidates (partly because of the exam overhaul) remains a challenge. Still, roughly three-quarters of firms plan to hire as many or more grads this year, which shows that demand clearly isn’t slowing down.

For firm owners, this is the time to double down on your people strategy. That means making your firm stand out to young talent, through culture, flexibility, growth paths, and technology. The next generation is coming; we just have to meet them where they are and make accounting careers worth choosing.

Continue reading →

Tax Pros Anxiously Await Guidance on New Overtime Deduction

Tax pros are buzzing about a new provision in the One Big Beautiful Bill Act, a temporary above-the-line deduction for overtime pay. Right now, qualifying employees can deduct the premium portion of their overtime (that “half” in “time-and-a-half”) from gross income. The cap sits around $12,500 for single filers and $25,000 for joint returns, with phase-outs for higher incomes.

So, why does this matter for firm owners? Two reasons: clients and compliance.
For clients with hourly or overtime-eligible staff, this is a tax-planning opportunity worth preparing for now. On the compliance side, firms (and their clients) will need to ensure payroll systems can separate regular pay from overtime premiums and track qualified hours accurately.

The IRS hasn’t finalized guidance yet, and several questions remain like whether state-level overtime rules or employer-paid bonuses will qualify.

Continue reading →

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Swipe this Client Weekly Accounting Checklist Template by Tonya Schulte

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Well, well, what do we have here?

Events

📍Digital CPA 2025 - Dec.7 - 11 (Washington D.C)

Digital CPA (DCPA) is an annual accounting conference that has been held for over a decade. CPA.com, formed by the American Institute of CPAs (AICPA), organizes the event, which is for accountants interested in creating a better future for the profession.

The conference will offer you a chance to get professional insights from industry leaders that will shape your thinking. You should also attend if you are into client advisory services or want to offer this service.

Check the agenda →

📍 Ensuring Success 2025 - Dec. 10 - 11 (Virtual)

Ensuring Success is an annual virtual accounting/tax conference organized by the CPA Practice Advisor at the end of the year.

It is designed to help professionals in the accounting and tax industry learn and earn CPE credits before the end of the year. The free event, which is live-streamed for two days, features an impressive lineup of accounting and tax industry leaders and experts sharing insights on topics like practice management, taxes, accounting technology, and more.

Sign up here

Firm Spotl💡ght

400+ Projects, 8 People, One Team: Inside Payroll Restoration’s Workflow Machine

When other accounting firms hit a wall with payroll issues, they call Shannon Ballman Theis.

Known as “the accountant’s accountant,” Shannon has built a reputation for solving the kinds of payroll problems most people avoid, the messy, confusing, IRS-letter-triggering kind.

From her home base in Minnesota, Shannon founded Payroll Restoration with a passion for untangling the payroll puzzles no one else could (or wanted to). Her team steps in when businesses receive IRS or state notices and don’t know where to turn. “We help address the payroll issues they’re having,” Shannon explains. “We also do ERC reviews to help businesses that may have gotten the wrong amount of ERC.”

Fast forward 14 years, and the solo shop has evolved into a powerhouse team of eight accountants, all focused on one thing: helping businesses regain payroll compliance.

But with 400+ active projects and a small team, staying organized became mission-critical. That’s where finding the right practice management system made all the difference. Instead of wasting time figuring out what to do next, Shannon’s team now logs in each day knowing exactly what to work on and gets straight to helping clients.

Here’s how Payroll Restoration keeps its lean team running like clockwork ⬇️

Continue reading →

Put Your Phone Away

This CNBC article has made one thing clear: if anxiety levels are high, your phone might be part of the problem.

Constant pings, endless scrolling, and the need to constantly check in keep the brain on alert, making it nearly impossible to unwind truly. Jonathan Haidt, author and professor at the NYU Stern School of Business, says that even brief breaks from screens can reset the nervous system and help restore focus.

Putting your phone down doesn’t mean disconnecting completely, but about creating moments of calm in a world that never stops buzzing. A few minutes of quiet might just be the simplest stress fix out there.

Continue reading

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here.

Until Next Time,

Share Get Work Done - a newsletter for accounting firm owners.

Small Change, Big Results

 Your Ticket to Mexico

It’s October 23. Your team’s already talking about Q4 like it’s a medieval siege. The air smells like pumpkin spice and stress (spooky szn, is that you? 👀). Somewhere in the distance, a client just asked for a 7-month backdated financial report in “one simple PDF.”

And you, brave, sleep-deprived accounting firm owner, are clutching your SOP binder like a life raft.

Friend, you need a break. Not a fake break where you half-watch Netflix while replying to “quick question” emails. A real break. A revival. A sunshine-soaked, workflow-taming, margarita-flavored awakening.

Which brings us to the Workflow Showdown, and the truth that built it: sometimes the biggest results come from the smallest changes.

Maybe it was the checklist you finally documented.
Maybe it was the automation that replaced five emails and three status updates.
Maybe it was even ditching a clunky step that no one liked, and suddenly your whole team breathed easier.

Every firm has one of those moments—a small shift that creates calm where there used to be chaos, a micro-move that turns into a macro-win.

We want to see yours.

The Workflow Showdown is your chance to share the system that changed your firm, and possibly earn an all-expense-paid trip to Mexico.

See this as an opportunity to share that positive improvement in your processes. When you give others a glimpse of what’s possible, the impact grows even bigger.

So take five minutes and submit the workflow.

This time, your system could be your ticket to rest, recognition, and a round of drinks on the beach in Mexico.

All on Financial Cents, of course 😉

👉 Submit your workflow

Community 🫶

Advisory Accountants & Bookkeepers Network By Alyssa J Ciera

This community is for accountants, bookkeepers, and financial professionals who are starting to think differently about the way they work. If you’re looking to build a firm that isn’t just busy but intentional, this is the place.

It’s where firm owners like you talk honestly about what it takes to grow without constantly doing more, what it means to move beyond basic compliance work. How to attract clients who value your insight, and what it looks like to offer deeper, more strategic services without overcomplicating things.

You don’t need to have a big plan mapped out. Maybe you’re just exploring what’s next. Maybe you’ve already started making shifts. Either way, you’re not alone in figuring it out.

Join the community →

The Profitable Accountant By Reza Hooda

If you’re worn out from the long hours and not seeing the return you hoped for, you’re not alone. A lot of people feel the same. You had a vision when you started, and maybe it’s drifted. That doesn’t mean it’s too late to get things back on track.

This community is for accountants and firm owners who want to turn their practices into something more profitable and more fulfilling.

This is also a space to talk through the challenges, the roadblocks, and the small wins. To learn from others, share what’s real, and slowly build a firm that works for you, not the other way around.

Join the community →

WorkflowCon 2025 is in 3 Weeks! 🤯

If you’ve been meaning to rethink how your firm operates but haven’t had the time or space to step back and do it, this might be a good place to start.

Over two days, you’ll hear from firm owners, advisors, and workflow specialists who quietly build practices that run more smoothly and sustainably. The sessions are focused, the conversations are practical, and the goal is simple: to help you create systems that support your team, your clients, and your capacity.

If you haven’t registered yet, now’s a good time. Set the time aside. You might come away with a different view of what’s possible.

Don’t let FOMO win!

P.S.: If you’d like to convince your boss for a chance to attend WorkflowCon, here’s an email template you can use to convince them.

H🔥t today

Accounting Could Be STEM’s New Offshoot

According to a recent survey conducted by The Harris Poll on behalf of the American Institute of CPAs (AICPA), three-quarters of Americans (74%) believe accounting courses should be designated as a science, technology, engineering, and math (STEM) education program.

The AICPA is advocating for legislation to establish the accounting profession as a STEM career pathway and to support long-standing efforts to bring awareness of the opportunities accounting can provide to young people who are considering their future careers.

“The role of an accountant has been significantly transformed by technology, which now goes beyond adopting advanced tools to innovating systems that support clients in making better decisions and enhancing service quality,” said AICPA President & CEO Mark Koziel, CPA, CGMA. “STEM legislation would highlight the clear and logical integration between accounting and technology – emphasizing the value of accounting professionals, including CPAs, as technological leaders.”

Continue reading →

The Exit Wave Is Coming. Who’s Ready to Catch It?

As a growing number of Baby Boomer business owners near retirement, concerns are being raised about what happens next for the small businesses they leave behind. Without a clearer path for ownership transfer, many of these businesses could end up in the hands of large corporations or private investors—not because it’s the best option, but because it’s the only one available.

In Queensland, one accountant decided to act. They launched a petition asking the federal government to consider a loan program similar to what exists in the US—one that makes it easier for everyday buyers to step in and take over profitable small businesses. The petition has already drawn nearly 1,300 signatures.

In the US, the Small Business Administration helps ease the risk for banks by guaranteeing part of a buyer’s loan. It’s a structure that gives more people a shot at business ownership, not just those with deep pockets.

Continue reading →

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Swipe this Quarterly Accounting Checklist Template by Misty Scott

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The audacity. Relatable?😀

Events

📍Intuit Connect - October 27 -29, 2025 (Las Vegas)

The Intuit Connect conference kicks off next week!

Intuit Connect 2025, which was called QuickBooks Connect until 2024 when it was changed to “emphasize its integrated platform”, is a popular annual event that brings together accounting professionals and Intuit users of all experience levels to learn, grow, and build relationships.

At this conference, you’ll see how other firms across different levels effectively leverage Intuit software like QuickBooks, top speakers that cut across various industries, and Intuit Connect’s Peer-to-peer learning.

Oh, Financial Cents will be there too!

We'll be partying with Woodard in our VIP Suite, and you're invited.

Join us! →

📍 Reframe 2025 - November 2 - 5 (Florida)

This event empowers accounting professionals to master value-driven pricing strategies, communicate their worth with assurance, and elevate their pricing conversations to drive business growth.

Key topics include the psychology of pricing, building client trust through transparent and confident communication, and overcoming objections with ease.

Attendees will delve into strategies to position premium services, implement tiered pricing models, and transition from hourly billing to value-based and subscription models.

If you’re ready to get your money up, don’t miss it.

Sign up here

NoteWorthy

Karl Strube’s On the Hot Seat & Disneyland’s On the Line

In this episode of Who Wants To Be An Accounting Millionaire, we meet Karl Strube, the owner of Strube CPA PC. He’s playing for a $1,000 prize, not for himself, but to take his kids on a trip to Disney World.

Over ten questions, all centered on tax loopholes, Karl has to think fast and stay sharp. The further he goes, the harder it gets. No buzzers or flashing lights, just one accountant, a quiet goal, and a shot at turning tax knowledge into something his kids will remember.

Watch here →

Mark Wickersham’s GenAI Guide for Accounting Firms

Maybe you used to think AI was something only big tech companies played with. Something cool in theory, but not really built for Accounting firms.

But that’s changed.

Tools like Generative AI, yeah, the kind behind ChatGPT, are becoming more accessible, and they’re actually useful. We’ve started seeing how they can help manage workflows, draft client emails, and brainstorm content or processes. Nothing flashy. Just small shifts that save time and make things run a little smoother.

Mark Wickersham, Chartered Accountant, public speaker, and #1 best-selling author, Value Pricing Academy, shares how you can integrate AI into your accounting workflow to save time, improve efficiency, and deliver more value to clients.

In just 5 pages, he’ll show you how to get started.

Get the GenAI guide here

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here.

Until Next Time,

Share Get Work Done - a newsletter for accounting firm owners.

Small Change, Big Results

You’re Working 10X Harder Than You Need To

It’s a strange reality, isn’t it?

The more your firm grows, the more it feels like you’re sprinting uphill. There are more opportunities, yes, but also more moving parts, expectations, and pressure to deliver value without overextending your team.

Growth has a way of quietly piling on complexity, and some firms respond the only way they know how: by working harder, hiring more, hustling more, and compensating for process gaps with extra hours and good intentions.

But what if working harder isn’t the only path to the results you want to see?

Here’s a perspective worth considering: Firms that grow without burning out tend to look inward before they scale outward. They don’t just add more people to handle more work; they become obsessive about building repeatable workflows.

At this 10X Virtual Bookkeeper’s Bootcamp, you'll unpack some of the practices that help firms like yours operate at 10X efficiency, not by grinding harder, but by getting clearer.

You’ll see:

• The kinds of workflows top-performing firms rely on to eliminate wasted motion.

• How better project tracking can reduce rework, delays, and the nagging feeling that “someone dropped the ball.”

• Why visibility across your team makes your services more consistent and profitable.

• A plug-and-play workflow template that you can start experimenting with.

You started your firm to build something meaningful, to serve your clients well, and to create a business that supports the life you want, not one that consumes it.

This is for anyone who’s tired of feeling like they’re working harder than they should. It’s for firm owners who know there’s a better way but aren’t quite sure where to start. And it’s for teams who are ready to work smarter.

Register here

Community 🫶

The Successful Bookkeeper Community By Michael Palmer

With over 10,000 members and growing, this community is more than just a Facebook group; it’s a space built for bookkeepers, by bookkeepers.

Whether you’re just starting out or scaling your firm, you’ll find support, answers, and inspiration from people who actually get it. Got questions about pricing? Need feedback on your onboarding process? Want to celebrate a win, or vent about a tough client day? This is the room for it.

Join the community →

The Entrepreneurial Accountants by Ben Brown

This community is for self-employed accountants who want more than just clients; they want the right clients. The kind who respect your expertise, value your time, and happily pay for the quality you bring.

Here, you’ll connect with fellow accountants, bookkeepers, and tax professionals who are all working toward the same goal: building highly profitable firms without running themselves into the ground.

You'll learn how to position your services so they stand out, how to communicate your value with confidence, and how to attract clients who see you as a partner, not just a service provider.

Join the community →

Clear the chaos, Find Your Calm at Workflowcon 2025

There’s a moment every firm owner has. Usually around 11:43 p.m. When you’re staring at your laptop, realizing you spent the entire day putting out fires that shouldn’t have existed in the first place.

This is where WorkflowCon 2025 comes in, and it’s definitely not another “you just need to hustle harder” pep talk.

With 20+ sessions and workshops, you and other firm owners will figure out how to stop duct-taping your businesses together and start building systems that work.

Save your spot!

H🔥t today

AICPA Calls For All IRS Employees to Keep Working During Shutdown

You know it’s bad when the AICPA starts raising its voice.

So here’s the tea, according to Accounting Today.

The American Institute of CPAs is urging the federal government to keep all Internal Revenue Service employees working for the duration of the shutdown, pointing to the approaching Oct. 15 deadline for filing C corporation tax returns and for individuals who requested a six-month extension back in April.

The AICPA believes the consequences of a drastically smaller workforce during a tax filing deadline and immediately preceding the start of next year’s tax filing season would be dire.

“Right now, taxpayers, C-corporations, and tax advisors are working hard to meet the October 15th filing deadline — this can be stressful enough,” said Melanie Lauridsen, vice president of tax policy and advocacy with the AICPA, in a statement. “An extended government shutdown during this important filing deadline will compound this anxiety if the IRS is not 100% staffed.”

Continue reading →

Excel's Reign is Experiencing a Paradigm Shift

On Sept. 30, 2025, Microsoft Excel officially hit middle age, celebrating 40 years of being the cornerstone business tool for accountants and other finance professionals in quantitative and qualitative tasks alike.

Excel’s accessibility, versatility, flexibility, simplicity, and sheer ubiquity (1.5 billion users can’t be wrong) have made it the dominant player in the number-crunching workplace. It should be lauded for being the universal go-to tool for accountants. But it is starting to look tired and replaceable as the tool of choice for accountants and decision-makers worldwide.

Excel has been threatened many times before, and although there have been successful competitors, modern, AI-centered solutions are emerging everywhere.

Continue reading →

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Swipe this Withholding Assessment Checklist Template by Eden Badertscher

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Relatable?😀

Events

📍Intuit Connect - October 26 -29, 2025 (Las Vegas)

Intuit Connect 2025, which was called QuickBooks Connect until 2024 when it was changed to “emphasize its integrated platform”, is a popular annual event that brings together accounting professionals and Intuit users of all experience levels to learn, grow, and build relationships.

At this conference, you’ll see how other firms across different levels effectively leverage Intuit software like QuickBooks, top speakers that cut across various industries, and Intuit Connect’s Peer-to-peer learning.

Oh, Financial Cents will be there too!

We'll be partying with Woodard in our VIP Suite, and you're invited.

Join us! →

📍 Women Who Count Conference - October 21 - 25, 2025 (Arizona)

Women Who Count is an annual conference organized by the Accounting and Financial Women Association (AFWA). For four days, Women Who Count helps female accounting and finance professionals to learn and network across several topics, including tax, finance, leadership, and communications.

This event teaches attendees hard accounting skills and soft skills that will give them a competitive edge in the industry.

If you’re a woman, it’s also a great avenue to connect with other women in the industry.

Sign up here

NoteWorthy

What Happens When Accountants Compete for Glory and $1,000?

Turns out, more than you’d think.

We gave accountants a spotlight, a seat in the hot chair, and one question:
“Final answer?”

Who Wants to Be an Accounting Millionaire is not your average quiz show. It’s where firm owners, tax pros, and CPAs go toe-to-toe for bragging rights and a shot at $1,000.

Over eight episodes, from Nick Boscia, CPA (EP 1) to Amber Thompson (EP 7), we’ve seen close calls, bold plays, quiet panic, and some answers so confident, they were wrong. Gloriously wrong.

If you’re in it for the questions, the competitiveness, or just to see your peers crack under pressure (gently), the full series is now ready for your viewing pleasure.

Binge all 8 episodes here →

7 Figures Later: What Brandon Hall, CPA, Did Differently

Brandon Hall is the Managing Partner at Hall CPA PLLC. A firm he founded in 2016, which has grown to a 7-figure firm.

Hall CPA PLLC, also known as The Real Estate CPA, is a boutique accounting and consulting firm with a sole focus on serving the needs of real estate investors and real estate business owners. They’ve provided candid, intelligent counsel to more than 600 clients.

So what’s the difference between building a solid practice and scaling a 7-figure advisory firm?

According to Brandon, it comes down to two things most accountants tend to overlook: Knowing your advice is worth paying for, and knowing how to say it out loud.

If you don’t believe in the value of your recommendations, your clients won’t either.

Brandon didn’t just offer advisory services; he built his firm around it.
And he’s sharing exactly how he did it.

Get Brandon's Playbook Here

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here.

Until Next Time,

Share Get Work Done - a newsletter for accounting firm owners.

Small Change, Big Results

If you run an accounting firm, there’s a good chance you’ve found yourself thinking, “It’ll be faster if I just do it myself.”

The truth is, most firm owners don’t struggle with delegation because they don’t want help. They struggle because it feels risky. Letting go of control, even just a little, can bring up fear: fear of mistakes, of slowing things down, of clients noticing. But the alternative? A practice where every task stops with you. Where your team can’t grow, and you can’t step away.

Delegation is about creating clarity for yourself and team. When you delegate well, you’re not just handing something off. You’re explaining why it matters, what success looks like, and what resources are available to get it done. You’re building confidence, not just in them, but in yourself as a leader.

Letting go is hard, but it’s also the doorway to growth.

Also, the biggest difference you can make in your firm isn’t adding more tools, hiring more people, or working more hours; it’s simply learning to share the load with intention.

That’s the small change.
And it makes all the difference.

Continue reading here

Community 🫶

Accelerate 2 Advisor Community By Lisa Campbell

This is a breakthrough community for bookkeepers and accountants who are still deep in the day-to-day work, but ready to step out of the technician role and start building a business that runs like a system, not a scramble.

Inside, they focus on helping you clarify your true value, tap into where your real power comes from, and learn how to call in what you actually want: more time, money, and freedom. It’s about setting intentional goals, taking aligned action, and also learning how to show up and get your business seen in a way that feels right for you.

Join the community →

The Bookkeeping Buds By Cindy Schroeder

This community is where women running bookkeeping firms come together to realize their dreams. In this lively and supportive community, you'll find a wealth of knowledge, inspiring ideas, and a sisterhood of like-minded women all working towards building the businesses they’ve always envisioned.

Bookkeeping Buds blends the best of both worlds: a dynamic online forum and monthly Zoom meetups, creating a space where you can connect, learn, and grow. Every quarter, they help you stay focused on both your business and personal goals, ensuring you achieve balance and success.

Their private Slack channel is like your own little clubhouse, perfect for getting advice, sharing wins, and asking questions. Plus, their member directory is a great way to connect with small business owners looking for your expertise.

Join the community →

Thrive 2025—ATAP’s premier Practice Management Seminar

Come connect with accounting, bookkeeping, and advisory professionals from across Canada for two days of learning, networking, and real strategies to help you grow and future-proof your practice.

Thrive 2025 is happening September 25–26, 2025, at the Ottawa Conference and Events Centre, and it’s the perfect chance to step out of the day-to-day and focus on what’s next for your firm.

Not a member yet? The Affiliate Membership is a great way to get access to Thrive 2025 and other exclusive perks throughout the year.

If you’re looking for fresh insights, powerful connections, and tools to take your firm to the next level, this is where you’ll find them.

Register here →

You’re One Step Away From a Better Tech Stack (and a shot at $1,000 to build it)

We’re wrapping up The Flavor Stack campaign with a bang!
Just in case you missed it, we're hosting a live raffle draw on September 30 at 1 PM EST, and four lucky firm owners will each walk away with $1,000 to upgrade their tech stack.

Yup. Real cash. Real tools. Real transformation.

Here’s how to enter:
✅ Take the Flavor Stack Quiz here (if you haven’t already)
✅ Discover your firm’s tech flavor
✅ You’re automatically entered to participate in the raffle.

Winners will be selected at random during the live draw on YouTube (turn on notifications).

Start here

H🔥t today

Stalled Career Paths Are Causing Top Talent to Leave

Workday’s 2025 Global Workforce Report is sounding the alarm on a triple threat business leaders can’t afford to brush off: top performers are leaving, career growth has hit a wall, and employees are losing trust as AI shakes up the workplace without clear communication.

The report points out something many firms overlook, while leaders are busy recruiting outside talent, their best people are slipping away because they can’t see a future for themselves internally. Add to that the uncertainty around AI reshaping roles, and you’ve got a workforce that feels anxious, disconnected, and left out of the bigger picture.

How can firm owners and business leaders reverse this trend?

This article from CPA Practice Advisor expands more on it.

Read the article here →

NASBA, AICPA release proposed revisions to CPE standards

The National Association of State Boards of Accountancy (NASBA) and the AICPA issued an exposure draft of proposed changes to the Statements on Standards for Continuing Professional Education (CPE) Programs, Journal of Accountancy reports.

According to a news release, the proposed revisions to the CPE standards are designed to “address emerging learning methods, further clarify credit-awarding mechanisms, and ensure continuing professional education remains relevant and responsive to evolving professional practice needs.”

The CPE standards, published jointly by NASBA and the AICPA, provide the framework for developing, presenting, measuring, and reporting CPE programs.

“These proposed revisions reflect the hard work and collaboration of the CPE Standards Working Group, NASBA’s CPE Committee, and the Joint AICPA/NASBA CPE Standards Committee, as well as input from stakeholders across the profession,” Erin Scruggs, associate director of NASBA’s National Registry, said. “As learning technologies and delivery methods evolve, it is essential that the standards adapt to maintain the quality and integrity of CPE.”

Read the story here →

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Swipe this Business License Renewal Checklist Template by Amanda Starkey.

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Relatable?😀

Events

📍Master the Intuit Bookkeeper Certification: Your Complete Guide to Passing Fast and Building Credibility (September 25, 2025)

Join the FREE workshop that reveals everything you need to know, including how to pass quickly and whether it's actually worth your time.

Your instructor for this session is Margie Remmers-Davis, who is transforming accounting education by making learning hands-on, practical, engaging, and fun!

With a background in software training, she realized that traditional methods focus too much on theory and not enough on real-world application. This led to Akadian Accounting Education, which has since trained over 20,000 bookkeepers, equipping them with the confidence, clarity, and practical skills they need to thrive in an evolving industry.

Sign up here →

📍 The 10X Virtual Bookkeeper’s Bootcamp - October 15th (Virtual)

Join hundreds of bookkeepers for the 10X Bookkeeper’s Bootcamp, a one-day, virtual event where six industry thought leaders will share their proven 10X strategies to help you:

• Earn more without working longer hours

• Streamline your systems and workflows

• Attract higher-quality clients

• Grow your revenue and profit with confidence

This is your chance to learn directly from experts who’ve scaled their own firms and helped countless bookkeepers do the same.

Registration is free.

Sign up here →

📍 Find Your Calm at Workflowcon 2025 – November 12 - 13, 2025 (Virtual)

If your days feel like a tug-of-war between deadlines, client pings, and a team that needs answers five minutes ago, WorkflowCon is built for you. Two focused days to step out of the noise, reset your systems, and come back to the work with more clarity, more control, and a lot less stress. It’s 100% virtual, free to attend, and open to every accounting and bookkeeping professional, not just Financial Cents users.

You’ll hear from industry leaders, connect with peers who understand, and discover new ways to create a practice that runs more easily, with less stress and better results.

It’s your chance to reset, refocus, and finally create the space your firm and your life deserve.

Save your spot →

NoteWorthy

Discovering ADHD After 30 Years: Blake Oliver’s Journey and How It Has Shaped His Career

Picture this: you’re sitting down with your family for a relaxed dinner when, out of nowhere, your mother casually reveals a piece of your history that changes everything—"Oh, by the way, you’ve had ADHD since you were 10.” That’s exactly what happened to Blake Oliver.

After 30 years, the founder of Earmark and a successful CPA discovered that the key to many of his life’s challenges and victories had been hidden in plain sight.

Diagnosed with ADHD as a child but unaware of it until adulthood, Blake’s journey is one of resilience, creativity, and adapting to a neurodivergent way of thinking that has shaped both his personal life and his career in public accounting.

For many neurodivergent individuals, being confined to a rigid office environment can be stifling and counterproductive. Blake struggled immensely with this during his brief stint working at a traditional accounting firm.

Read Blake's story here

Why Executives Should Focus On Energy Management Over Time Management

Time management, long considered the cornerstone of productivity, assumes every hour is equal. Yet research and experience show the opposite. A strategy session at 9 a.m. sparks more clarity than the same discussion at 4 p.m. after several meetings. One energized hour can create more impact than three unfocused ones.

For most of the 20th century, productivity was measured in hours. The industrial model valued time on the clock and visible activity. In today’s knowledge economy, hours don’t tell the whole story. What matters is the energy people bring to those hours.

This begs a new question for leaders: Instead of asking, “How can I fit more into my schedule?” Start asking, “When do I have the energy to do my best work?”

That small shift changes the way leaders design their days, their teams, and ultimately their organizations. It’s not about doing more. It’s about doing the right things at the right time, with the energy they deserve.

Continue Reading

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here.

Until Next Time,

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Small Change, Big Results

Could it be that the reason clients take your kindness and availability for granted is because you haven't built your boundaries as tall as they should be?

You want to help and serve, and saying “no” feels like you’re letting people down. But without boundaries, your time, energy, and sanity will disappear.

One of the quickest ways to create boundaries is to decide what’s off the table. Logan Graf, CPA, calls this getting crystal clear on what you’re not going to work on.

For example, Logan avoids diving into unfamiliar tax laws outside his area of practice. Why? Because learning those laws might take hours and he could better spend that time on other high-impact tasks. The same goes for services outside your core expertise. Just because a client asks doesn’t mean you have to say yes.

Another change you can make is to create policies that set expectations. Think of them as your “rules of the road” for working together. They help accounting clients understand your operations, so there’s less room for confusion. For example, if clients don’t submit their documents by the informed deadline, you can’t guarantee their return will be filed on time. Setting these types of boundaries protects you from last-minute scrambles and puts the responsibility back on the client to meet your deadlines.

It is important to know that saying no is a strength. Every time you say yes to something that doesn’t align with your goals, you’re saying no to something that does.

Continue reading here →

Community 🫶

The Modern Firm Challenge by Justine Lackey

Six more days to go!

Industry powerhouse and dynamic digital educator Justine Lackey is bringing you The Modern Firm Challenge, which starts on September 15th, for free.

You’ll learn how to confidently charge premium rates, master workflows that keep clients thrilled, and market your services in a way that actually feels good. This isn’t theory, it’s how to hit six figures while working 20–30 hours a week.

If you’re ready to stop spinning your wheels and start burning rubber, join The Modern Firm Challenge and take the first step toward your most profitable year yet.

Join the challenge →

Thrive 2025—ATAP’s premier Practice Management Seminar

Join fellow accounting, bookkeeping, and advisory professionals across Canada for two days of learning, networking, and practical strategies to grow and future-proof your practice. This seminar is happening September 25–26, 2025, at the Ottawa Conference and Events Centre.

If you’re not already a member, consider joining through the Affiliate Membership, which gives you access to Thrive 2025 and other exclusive benefits.

Take advantage of this event to gain valuable insights, connect with peers, and discover innovative tools to help your firm thrive.

Register here →

Tools, treats, and $1,000?

We’ve partnered with top accounting tools, SmartVault, Relay, and Reach Reporting, and turned them into satisfying flavors your firm will actually enjoy using.

Meet: The Flavor Stack
From smoother workflows to clearer reports, every flavor fixes a part of your tech chaos.

What's in the Flavor Stack for you:
🍫 Tools your firm will love
📦 A 5-minute quiz to find your perfect stack
💰 A shot at $1,000 to upgrade your tech tools
🍬 Get a box of custom chocolate flavors from your perfectly curated flavor stack

Ready to find your firm's flavour?

Start here

Can Amber Win $1,000 to Visit Her BFF in Arizona?

In this episode of Who Wants To Be An Accounting Millionaire, we meet Amber Thompson, the Accounting Operations Manager at L&L Bookkeeping, with one mission: win $1,000 and fly to Arizona for a long-overdue reunion with her best friend.

But before the hugs and happy tears, she’ll need to survive 10 rounds of Accounting & the Law trivia, a category known for turning confident accountants into puddles of doubt. No multiple-choice safety nets. No second chances. Just Amber, her instincts, and questions that get more ruthless with each round.

Will she make it all the way to the top?
Or will a rogue question stop her short?

Watch Episode 07 now.

Watch here →

H🔥t today

Bad tax advice on social media leads to $162M in IRS penalties

This is why it's good to listen to your accountants.

The Internal Revenue Service has hit taxpayers with over $162 million in penalties for claiming fraudulent tax credits they heard about through social media, Accounting Today reports.

The claims involve illegitimate claims for tax breaks such as the Fuel Tax Credit and the Sick and Family Leave Credit. The IRS has seen a surge in such claims in the past five years and warned last year about abusing them. Social media posts promoting such schemes have prompted thousands of taxpayers to file inaccurate, frivolous returns, often leading to the denial of tax refunds and hefty penalties.

Many of the posts falsely claim that all taxpayers are entitled to tax credits they don't actually qualify for, such as those aimed at self-employed people or businesses. The IRS regularly publishes and updates a list of frivolous positions on IRS.gov that could lead to penalties.

Read the article here →

Grant Thornton Advisors to Sink $1 Billion Over Three Years on AI

Top 10 accounting firm Grant Thornton announced that Grant Thornton Advisors is investing $1 billion over three years to provide artificial intelligence tools and technology to the entire workforce at its multinational professional services platform, which stretches from the Americas across Europe to the Middle East.

According to reports from CPA Practice Advisor, the investment will help the platform deliver innovative and high-quality accounting, tax, and advisory services based on a people-centric model powered by AI. As a result, the multinational platform will be able to deliver a better end-to-end digital experience for both its professionals and its clients.

Mike Kempe, chief information officer for Grant Thornton Advisors, added, “This investment is a big step as we ensure that every person at the Grant Thornton Advisors platform has AI and technology resources at the ready—from our newest hires to our most seasoned professionals. The Microsoft 365 Copilot rollout, for example, will help our people save time, balance their workloads, and make more insightful decisions. This means they’ll be able to efficiently provide our clients with personalized high-quality services.”

Read the article here →

Swipe this workflow template

Swipe this Bookkeeping Client Offboarding Checklist Template by Taylor Ammons.

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Events

📍The 7-Step Client Experience That Keeps Firms Organized w/Nick Boscia, CPA - September 16, 2025 (Virtual)

Join Nick Boscia, CPA, a firm owner and operations expert, for a practical, step-by-step walkthrough of how modern firms are redesigning their client experience from the ground up.

Plus, you’ll see how SmartVault’s secure document storage and Financial Cents’ workflow and firm management tools work together to deliver a seamless experience your clients (and your team) will love.

Sign up here →

📍 Pre-Register For Workflowcon 2025 – November 11 - 12, 2025 (Virtual)

WorkflowCon 2025 is coming! 🚀
Last year, we had over 1500+ attendees who walked away with actionable strategies to scale their firm, and this time, we’re trading burnout for breathing room.

What you can expect:
✅ Proven strategies to tame workflow chaos
✅ Learn from the best in the accounting industry
✅ Tailored sessions for every firm size
✅ The return of the Workflow Awards
✅ Unveiling the 2025 FC Champions

Two days. One simple goal: clear the chaos and find your calm.

Pre-register now to get early access to the speaker lineup, agenda, and VIP perks.

Save my spot →

Noteworthy

Skilled for success? Accounting newcomers say yes, managers say no

Regarding the skills needed to succeed in accounting and finance roles, less-experienced employees and their managers aren’t on the same spreadsheet.

Accountants in their first five years of employment in the profession, recently surveyed by the Illinois CPA Society (ICPAS), gave themselves an average score of 7.39 out of 10 across 37 preparedness skills. Managers who oversee employees in their first five years gave the workers an average score of 4.95.

While employees collectively rated themselves above 7.0 on 30 of the 37 skills in the ICPAS survey, managers didn’t rate employees at 7.0 on any skill, and rated them above 6.0 on just one (“working with spreadsheets to manage large data sets and apply formulas”).

“The goal of our research was to better understand how prepared early-career professionals feel and how their managers perceive their readiness,” Geoffrey Brown, ICPAS president and CEO, said in a news release. “We hope these findings will spark action and inspire profession-wide conversations that shape new strategies, resources, and support systems that’ll help early-career accounting and finance professionals grow and thrive.”

Read article here

Mike Sylvester Has Worked on a Nuclear Submarine, Traveled to 37 Countries and He Isn't Stopping Anytime Soon

From going into depths below the polar ice to building SBS CPA Group and leading a thriving community of accountants through The Collaboration Room, Mike’s life has been anything but ordinary.

His travels have taken him to some of the world’s most breathtaking destinations, but they’ve also brought him face-to-face with stark realities.

In Brazil, he witnessed the extreme poverty that many children endure. “I remember watching children digging through trash for food in Rio de Janeiro,” he recalls solemnly. “It’s a moment I’ll never forget. Seeing that kind of poverty makes you appreciate the privileges we often take for granted. It gives you perspective.”

His love of travel has always been central to his life and has influenced his family’s journey. Mike and his wife, Karena, have taken their children on countless adventures around the globe, helping them see life from a broader lens. “My kids have been to 20 foreign countries,” he says with pride. “We wanted them to grow up understanding that the world is vast and full of diverse people, stories, and ways of life. I think it’s one of the best gifts we could give them.”

With retirement on the horizon, Mike is already planning his next chapter.

“I’ve been to 37 countries, but I want to add five to ten more each year when I retire,” he says, smiling. “We’ve saved some easier places, like England and Ireland, for when we’re older. We’re keeping the more rugged destinations for now.”

Continue Reading

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here.

Until Next Time,

Share Get Work Done - a newsletter for accounting firm owners.

From smoother firmops to seamless reports, every flavor solves a different piece of your day-to-day tasks.

What’s inside:
- The top accounting tools, reimagined as a box of flavors
- A 5-minute quiz that reveals your firm’s flavour stack
- win $1,000 towards your tech upgrade
- Plus: Randomly selected winners will get a real chocolate box

It’s time to find your flavor.

Start here!

Small Change, Big Results

Did you know that there are 11.3 million non-filers in the United States?

That’s not to mention over 15 million taxpayers with balances due. These numbers aren’t just statistics but a massive opportunity for tax professionals to step in and provide valuable services.

The first step to tapping into that opportunity is to shift from practice to business

When you’re running a practice, you’re likely doing most of the heavy lifting yourself.

You’re the one meeting clients, handling their cases, chasing payments, and putting out fires. While this might work for a while, it’s exhausting and unsustainable. Plus, it limits your growth because your income is tied directly to your time.

A business, on the other hand, operates independently of you. It’s a machine with systems, processes, and automation that do the work for you, or at least most of it.

In Eric Green’s words, “if you want to build a million dollar firm, you have to stop being the doer and start being the builder”

Imagine you’re preparing your practice to sell (even if you never intend to). What would make it more valuable to a potential buyer? The answer is almost always systems. Buyers don’t want to purchase a practice that’s completely reliant on the owner, they want a scalable, efficient operation that runs smoothly.

Continue reading here →

Community 🫶

The Bookkeeping Business Accelerator by Serena Shoup, CPA

What if you could skip over all that wasted time, confusion, and overwhelm, and instead jump straight into building a bookkeeping business you truly love?

This accelerator program is for experienced bookkeepers and accountants start & grow their own virtual bookkeeping businesses so they can create their ideal life. It's a small group coaching + mentoring program coupled with an online course that takes you through 3 simple phases to create the business of your dreams and serve your clients at your highest level.

Join the program →

The Modern Firm Challenge by Justine Lackey

If you are an ambitious bookkeeper or accountant who wants to make more money, work fewer hours, then come learn from an expert who built her firm from the ground up, alongside an amazing community of people just like you.

Industry powerhouse and dynamic digital educator Justine Lackey is bringing you The Modern Firm Challenge starting on September 15th, for free.

You’ll learn how to confidently charge premium rates, master workflows that keep clients thrilled, and market your services in a way that actually feels good. This isn’t theory, it’s how to hit six figures while working 20–30 hours a week.

If you’re ready to stop spinning your wheels and start burning rubber, join The Modern Firm Challenge and take the first step toward your most profitable year yet.

Join the challenge →

What's Your Firm's Flavour Stack?

We’ve partnered with top accounting tools, SmartVault, Relay, and Reach Reporting, and turned them into satisfying flavors your firm will actually enjoy using.

Meet: The Flavor Stack
From smoother workflows to clearer reports, every flavor fixes a part of your tech chaos.

What’s in the box:
🍫 Tools your firm will love
📦 A 5-minute quiz to find your perfect stack
💰 A shot at $1,000 to upgrade your tech tools
🍬 Bonus: random winners get chocolate. Real chocolate.

Ready to find your firm's flavour?

Start here

H🔥t today

IRS Backtracks on Layoff Plans

The Internal Revenue Service is reversing course on some of its wide-ranging job cuts after realizing they reduced the staff too drastically, Accounting Today reports.

The IRS sent a memo permitting employees to rescind their applications for its Deferred Resignation Program and Treasury Deferred Resignation Program, which offered incentives for voluntary buyouts to employees.

According to IRS records, 25,386 employees have separated, taken a voluntary buyout offer under one of the deferred resignation programs, or used some other incentive to leave. Another 294 employees were sent termination notices due to reduction-in-force actions. The separations hit particularly hard at employees in enforcement positions, with approximately 27% of tax examiners now separated, and 26% of revenue agents separated.

Another report released found out they also didn't follow its own internal procedures when terminating thousands of probationary employees nor consider their individual performance. The IRS now plans to bring back 400 revenue agents and 300 revenue officers who accepted the deferred resignation offer.

Read the article here →

Meet the First Accountant to Win $1,000 on EP 06 of Who Wants to Be an Accounting Millionaire

The rules were the same. Ten questions. One accountant and a shot at $1,000.

This time, the theme was around entity structures; LLCs, S Corps, C Corps, questions that test not just your memory, but how well you actually understand what clients are (and aren’t) allowed to do.

Yuri broke down each question like a client case. What applies? What’s a trap? What’s technically true, but operationally risky? With every answer, you could see the years of practice and pattern recognition paying off.

When he hit Question 10, he didn’t hesitate. He answered, won $1,000 and made it look easy.

Want to see how he did it or test your entity structure IQ under pressure?

Watch Episode 06 now.

Watch here →

Swipe this workflow template

Swipe this S-Corp Onboarding Checklist Template by Veronica Ray.

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Events

📍Master Your Month-End Close w/Dave Kersting - September 2, 2025 (Virtual)

The month-end close is one of the most important processes in accounting, but it doesn’t have to be overwhelming.

In this session, you'll learn how to manage varying tasks, perform reviews, and monitor quality assurance, all from one template. Whether you’re handling complex reconciliations or just looking to tighten up your month-end workflow, this session is designed to help you streamline, standardize, and close your books with confidence.

Sign up here →

📍The 7-Step Client Experience That Keeps Firms Organized w/Nick Boscia, CPA - September 16, 2025 (Virtual)

Join Nick Boscia, CPA a firm owner and operations expert, for a practical, step-by-step walkthrough of how modern firms are redesigning their client experience from the ground up.

You’ll learn a proven 7-step framework to build a firm that runs smoother, communicates better, and keeps clients coming back.

Plus, you’ll see how SmartVault’s secure document storage and Financial Cents’ workflow and firm management tools work together to deliver a seamless experience your clients (and your team) will love.

Sign up here →

📍 CPB Ignite 2025 – September 9 - 12, 2025 (Calgary)

CPB Ignite is where Canada's bookkeeping and accounting pros come to level up.

Hosted annually by the Certified Professional Bookkeepers of Canada, this event is all about learning, growing, and connecting with the best in the industry. From insightful sessions to hands-on workshops and networking that actually feels worth your time, it’s the go-to conference for bookkeepers who take their craft seriously.

The Financial Cents team will also be there, live and ready at Booth 101!

If you’re curious about improving your firm’s workflow, want a live demo, or just feel like geeking out over accounting systems, swing by and say hello. We’d love to meet you.

See the agenda →

📍 Pre-Register For Workflowcon 2025 – November 11 - 12, 2025 (Virtual)

WorkflowCon 2025 is coming! 🤯

Last year, we had over 1500+ attendees who walked away with actionable strategies to scale their firm, and this time, we’re trading burnout for breathing room.

What you can expect:
✅ Proven strategies to tame workflow chaos
✅ Learn from the best in the accounting industry
✅ Tailored sessions for every firm size
✅ The return of the Workflow Awards
✅ Unveiling the 2025 FC Champions

Two days. One simple goal: clear the chaos and find your calm.

Pre-register now to get early access to the speaker lineup, agenda, and VIP perks.

Save my spot →

Noteworthy

Michael Eckstein Isn't Scared to Say the Quiet Part Out Loud

There is a stereotype of the accountant. Grey suit. Careful smile. Careful words. Eckstein does not fit it. He credits an unconventional apprenticeship. “I left college and worked for my dad. Most people went to big firms where they’re told, this is professionalism. I never knew better,” he says. He talks to clients like a person and posts like a person. It is deliberate and effective.

“I’m very much a text-based ranter,” he says. “I don’t want to shower and dress up to rant on TikTok. By the time I’ve done that, the rant’s gone.” The frustration has evaporated. The moment has passed. But on LinkedIn? “LinkedIn doesn’t know it’s the same shirt I was wearing yesterday,”

Michael leaned into what he knew best: honesty, timing, and voice.

That combination has won him a dedicated following. The kind of loyal visibility that gets him speaking invites, new clients, podcast requests, and respect from peers who are quietly tired of pretending to love the rules.

Read Michael's story here

Autopilot mode is good for planes but bad for your mindset

For most of the day, your brain is on autopilot, guiding you along your familiar drive home and throughout the daily routine you know so well, says psychotherapist and author Steven Stosny.

The “autopilot brain handles the grunt work,” he tells CNBC Make It, adding that it’s “impulsive” and driven by learned reactions and triggered by familiar situations and habits. On the other hand, your reflective brain uses reason and deep thinking to work through problems.

Though the autopilot brain uses far less energy, it does have its shortcomings.

That’s why, whether in a moment of frustration or of judgment toward another person, Stosny advises you turn to your reflective brain. That’s “the regulatory part of the brain,” he says, and “the part that calms you down when you’re upset, or revs you up if you’re feeling down.”

Continue reading →

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here.

Until Next Time,

Share Get Work Done - a newsletter for accounting firm owners.

Small Change, Big Results

Imagine trying to cook a five-star meal in a kitchen crammed with unused cookware, mismatched utensils, and multiple variations of the same pans.

Would you feel calm, focused, and in control, or overwhelmed and inefficient? I hope Gordon Ramsey isn't in that kitchen, or you might just get kicked out (just kidding).

That’s how your tech stack can either make or break your accounting or bookkeeping practice.

Here's where things get interesting, and maybe a bit counterintuitive. Have you noticed that the firms that seem to run most smoothly aren't necessarily the ones with the most cutting-edge tools? They're often the ones who have made deliberate choices about what they use and, more importantly, what they don't use.

Kellie Parks, CPB, explains it this way:

"Rationalizing your tech stack means reducing the number of apps you use, particularly those that overlap. You do not need six different apps doing essentially the same thing."

It's an approach that goes against our natural instinct to solve problems by adding more solutions.

Sometimes, the smallest adjustments can create the biggest transformations. Take that cluttered kitchen, for example, you don't need to renovate the entire space. Often, it's as simple as clearing out duplicate tools and organizing what remains.

The same principle applies to your tech stack.

Kellie suggests focusing on four core areas: document management, accounting platform, payment processing, and practice management. The small change? Ensuring each category has one primary tool that integrates well with the others, rather than multiple competing solutions.

Read here →

Community 🫶

Booming Bookkeeping Business by Bill Von Fumetti, CPA

If you want to learn how to start and grow the bookkeeping business of your dreams, this community might be a good place to start.

Founded by Bill Von Fumetti, CPA, this community gives you access to exclusive training and the latest marketing strategies to attract all the bookkeeping clients you can handle.

Join the community →

Women in Accounting & Finance by Erin Gardner Haas

This forum is a space for all women pursuing or exploring careers in accounting and finance, a place to stay informed in an ever-evolving industry while gaining the skills that drive professional growth.

Here, you can turn your passion into a fulfilling career, connect with mentors who will guide you on your journey, or inspire others by mentoring yourself.

You’ll also have access to leadership training that strengthens your ability to lead confidently, and be part of a vibrant community of driven professionals who share knowledge, opportunities, and support every step of the way.

Join the community →

H🔥t today

32% of Accountants Can't Recognize AI-Generated Fake Receipts

It turns out, robots make pretty convincing paperwork.

AP solutions provider Medius recently surveyed 1,000 finance professionals in the U.S. and U.K. and found 30% are already reporting a rise in fake receipts since the beginning of last year, with 32% saying they wouldn't be able to recognize a fake receipt from an AI image generator if they came across one.

The poll also found that 42% of finance professionals have suspected a colleague of submitting a fake or altered receipt, while 34% say they've been pressured to approve an expense that didn't seem legitimate. When asked about some of these questionable expenses, respondents named things such as a diamond ring, a luxury car, fees for a Japanese school, and even expenses for a strip club.

With the release of ChatGPT 5.0, Gary Hall, chief product officer at Medius, felt this issue would become even more dire.

"We're at a tipping point," he said. "GPT-5.0 promises even more realism, more precision, and more ease for the user. That's great for innovation, but also a gift to fraudsters.”

Read the article here →

Burnout Crisis Hits CPA Firms Hard

When firms lack a strong talent pipeline, as many do because of the worsening accountant shortage, they rely heavily on their most experienced staff to carry the load daily. Meanwhile, evolving tax laws, shifting regulatory requirements, and ongoing technology changes are putting additional strain on already-lean teams expected to do more, faster, and with fewer resources.

In this CPA Practice Advisor article, Steve Saah, the executive director of permanent placement at Robert Half, shared that uncertainty is another key contributor to employee burnout. As clients’ needs evolve and economic conditions remain in flux, finance and accounting professionals are under constant pressure to adapt quickly, shift priorities, and maintain high performance without missing a beat.

That sustained urgency, with little time to pause or recover between peak periods, can easily drain employees’ energy, morale, and focus.

Burnout has long been a hazard in deadline-driven professions, but for today’s CPA firms, the pressure points have multiplied.

Read the article here →

Swipe this workflow template

Swipe this Tax Rep Non-Filer Case Checklist Template by Eric Green

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Events

📍Automate Your Client Onboarding with Financial Cents + Ignition (ft Dawn Brolin, CPA, CFE) - August 20, 2025 (Virtual)

If you're tired of the manual chaos between proposals and project kickoff, Dawn Brolin will walk you through how to instantly launch workflows in Financial Cents after a proposal is accepted in Ignition, auto-assign tasks to team members, sync client data and services between both platforms, and so much more.

Sign up here →

📍 CPB Ignite 2025 – September 9 - 12, 2025 (Calgary)

CPB Ignite is an annual conference organized by the Certified Professional Bookkeepers of Canada, a professional body that certifies bookkeepers in Canada. The event allows bookkeeping, accounting, and finance professionals to network, learn, and grow.

See the agenda →

Noteworthy

Who Wants to Be An Accounting Millionaire - EP 05

Can Tom Zehentner win $1,000 for charity?

You're about to find out.

In this episode of Who Wants To Be An Accounting Millionaire, we meet Tom Zehentner, who leads Product & Growth at FinOptimal, and he's playing for something bigger than himself. If he wins, he’s donating the entire $1,000 prize to charity.

Tom will take on 10 accounting and finance questions for a shot at the $1,000 prize, each tougher than the last, in a high-stakes trivia game tailored for accountants.

Think you could do better? Play along and test your knowledge in real-time.

Watch here.

This Firm Owner Needs A Lot of Noise to Get Work Done

It's always interesting to see how ADHD plays out in people's lives, and Sarah Elledge's story is one for the books.

Rewind three decades, and you’d find a little girl desperately trying to make sense of a brain that worked differently. A child who alphabetized her CD collection while other kids played outside. Who begged for calendars every Christmas and played “school” for fun when she got home from actual school.

She’s now a successful accountant who’s finally figured out why her brain craves chaos to find calm, why time seems to slip through her fingers like water, and why the traditional 9-to-5 workday felt like wearing shoes three sizes too small.

Sarah took this discovery even further. She learned to DJ and now creates her own mixes of dubstep and drum & bass music.

When impostor syndrome strikes or work gets overwhelming, she puts on one of her creations.

Read Sarah's story here →

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here.

Until Next Time,

Share Get Work Done - a newsletter for accounting firm owners.

Small Change, Big Results

Starting a new client relationship is a lot like the first chapter of a book.

The opening pages set the tone. If they are confusing, slow, or disorganized, it is hard for the reader to stay invested. But if the beginning is clear, inviting, and engaging, the rest of the story flows naturally.

Onboarding works the same way. Those first few weeks are when clients decide if they can trust your firm, if communication will be smooth, and if the promises made in your proposal will actually take shape. It is the bridge between excitement and delivery, and small tweaks to this stage can ripple through the entire client experience.

Nikole Mackenzie, founder of Momentum Accounting, noticed this firsthand.

She realized that onboarding new clients didn't need a massive overhaul but a smarter connection to her sales process. They also leave that first interaction with a clear, shared roadmap of what the next 60‑90 days will look like.

“It's important to have a clear cut-off between sales and onboarding and having everything in your project management system so that the team knows exactly what you sold, what needs to get done, and when the expectations are.” - Nikole Mackenzie

The change is subtle but powerful: smoother handoffs, fewer surprises, and clients who feel reassured from day one. Her team also benefits because workloads are clear, communication is streamlined, and expectations are set early.

This is simply one perspective, not a one‑size‑fits‑all formula. Still, it's a reminder that sometimes, improving the client experience is less about overhauling your entire system and more about rethinking the first impression you create.

If you're curious about how Nikole built her process and why it works so well for her remote team, you can read below.

Read here →

Community 🫶

Join the Four15 Community by Brandon Hall, CPA

This invitation-only community provides exclusive access to a network of like-minded firm owners, tailored resources, and curated events to help CPA leaders make better, faster decisions for controlled growth.

Being a part of this community gives you access to small peer group meetings, exclusive resources, live Q&A sessions, in-person events, and so much more.

Join the community

AutomationTown by Chad Davis, CPA

We all know how AI is still the buzz of the moment, right?

AutomationTown is perfect for bookkeepers, tax experts, payroll specialists, firm owners, CFOs, or students looking to future-proof their skills with automation and AI.

What makes it unique is that there are no sales pitches in this community. This is a genuine, app-free zone where you can connect with peers, learn, and grow without marketing noise. With 300+ members, it’s packed with accountants solving real-world problems using automation and AI—people just like you.

Join the community →

H🔥t today

What CPAs Can Learn From a Pirate-Themed Shipping Company

Clients don't just hire CPA firms for tax prep or financial statements. They hire professionals they can trust with their confidential financial information, people they enjoy working with.

Kyle Walters, partner at L&H CPAs and Advisors, recently shared this perspective with Accounting Today, after his experience with Pirate Ship, a discount online shipping site that somehow manages to make the mundane experience of buying postage and shipping packages genuinely fun.

Their emails start with "Ahoy!" Support team responses are filled with nautical puns, and the help desk signs off with phrases like "ARRRgards" and "We'll be floating around if you need us." It was a quirky, unexpected, and incredibly refreshing experience.

If an online shipping company can inject that much personality into something as mundane as postage, what's stopping CPA firms from doing the same?

According to Kyle, too often, accounting firms hide behind a veil of professionalism that borders on sterile. And while credibility and accuracy are obviously non-negotiable, a little personality can go a long way toward separating yourself from the pack and creating memorable experiences for clients.

Read the article here →

How Are Young People Supposed to Get Experience Without Experience?

A recent AAT survey asked young people about their career prospects, and the findings were sobering. A significant 62% said they were worried that a lack of work experience would harm their job opportunities. These concerns are entirely valid.

In a recent article for Business & Accountancy Daily, Sarah Beale, CEO of AAT, explores how practical experience, widening access to encourage social mobility, and virtual placements can help level the playing field and attract more people into the accountancy profession.

In Sarah's opinion, work experience plays a vital role in bridging the gap between classroom learning and career confidence. It provides the hands-on insight, soft skills, and workplace behaviours that employers increasingly expect, as well as confidence that can only be achieved through personal experience.

Yet far too many young people are locked out of these early career experiences simply because they do not have access to opportunities, funds needed, or the right connections to help secure them.

Read the article here →

Swipe this workflow template

Swipe this S-Corp Onboarding Checklist Template by Veronica Ray.

Get more templates from firm owners like you in our community template library.

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Events

📍Simplify Your 1040 Tax Return Process With Steven Moos - Aug. 5th

The 1040 might be one of the most common tax returns, but that doesn’t mean it has to be time-consuming or stressful. Whether you’re managing a high volume of individual returns or just looking to refine your process, this session is designed to help you simplify, standardize, and, most importantly, save time.

Steven Moos, owner of Moos Tax & Accounting, PLLC will show you:

• A step-by-step breakdown of a simplified 1040 workflow, from document collection to review and submission.

• Tools and templates to help reduce back-and-forth and ensure every return moves forward smoothly.

• Strategies for automating repetitive tasks and freeing up time for higher-value work.

• A live Q&A to get personalized insight on improving your current 1040 process.

Sign up here →

📍 CPB Ignite 2025 – September 9 - 12, 2025 (Calgary)

CPB Ignite is an annual conference organized by the Certified Professional Bookkeepers of Canada, a professional body that certifies bookkeepers in Canada. The event provides bookkeeping, accounting, and finance professionals with opportunity to network, learn, and grow.

See the agenda →

📍 The American Accounting Association (AAA) Annual Meeting - Aug. 2 - 6, 2025 (Chicago)

This conference is focused on teaching and learning in accounting.

With a diverse range of sessions, you’ll have the chance to connect with top accounting faculty, industry professionals, and regulators. This is your moment to grow not just professionally, but personally, solidifying your role as a leading contributor in the global community of accounting educators.

See the agenda →

Noteworthy

Who Wants to Be An Accounting Millionaire - EP 04

If you’ve ever watched The Office and thought, “Wait, is Angela really a believable accountant?” or wondered whether Ben Affleck’s character in The Accountant violated every ethical code in the profession, this one’s for you.

Episode 4 of Who Wants to Be an Accounting Millionaire is live, and it’s diving headfirst into the weird, wild world of Accounting in Pop Culture and Fiction.

And joining Drew Carrick, CPA, in the hot seat for a shot at $1,000 is Rachel Fisch, CPB, and she brought the wit, wisdom, and a little side-eye to all the fictional accountants we love (and love to roast).

Think you know your financial cameos?

Let’s find out.

Watch the full episode.

Watch here.

The Genius Hack For Actually Getting Things Done

You know that moment when an email is just sitting there, waiting for you to reply, and you would rather do literally anything else? Suddenly, TikTok is calling your name. Your sock drawer absolutely must be organized. And somehow, you are mapping out the perfect two-week trip to Japan, even though you do not have the faintest plan to go.

It is not that you are lazy. Your brain just prefers the quick hit of dopamine it gets from things that feel good right now. Sipping a caramel latte or scrolling through dreamy cherry blossom photos on Instagram? Instant reward. Drafting a long, serious work email? Not so much.

Therapist, Caitlyn Oscarson told HuffPost that the ability to create a reward system to complete the tasks your brain would prefer to avoid is called Dopamine Anchoring.

“Dopamine anchoring is the idea of pairing a nonpreferred task with something you enjoy, hopefully making the boring or annoying task less aversive and maybe even something you seek out because the positive activity is more salient”. she explained.

If you have ADHD or otherwise struggle with procrastination, dopamine anchoring can help you tackle the tasks you avoid.

Read the full article here →

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here.

Until Next Time,

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Small Change, Big Results

The firm owners charging $2,000/hour aren't smarter than you.

They're not more talented, and they don't have fancier degrees.

They just figured out that riches are in the niches. (Yes, we know it's cheesy, but it's true.)

Many accounting firm owners resist niching because they fear it will limit opportunities or reduce their potential client base. They believe that casting a wider net will attract more business, but in reality, the opposite is true.

What if you run an accounting firm where every client you take on is the perfect fit? Where your processes run so smoothly that you save time, increase profits, and scale effortlessly.

Zane Stevens learned this lesson firsthand when he started Protea Financial. At first, he and his team took on a broad range of clients—from attorneys to music festivals to beauty product companies. They were doing good work, but their firm lacked a clear identity.

“We didn’t say on day one we will only help wineries,” Stevens admitted. “But what we could show to people that were referral sources was that we work with wineries and we understand the space.”

Niche accounting firm owners say niching has allowed them to move away from being generalists to becoming experts.

It is the difference between being just another accounting firm and being the go-to accounting firm for their chosen industry. It's why they can charge higher fees because clients are willing to pay for the specialized expertise.

They know they are getting a tailored, high-value service. If you're still on the fence and wondering if picking a niche might limit you, consider this: Do you want to be the Jack of all trades or the master of one?

At WorkflowCon 2024, Zane Stevens shared his 7-step approach to niching and streamlining his business, which made his firm a dominant force in the wine industry.

Check it out.

Read here →

Community 🫶

Join The Fundraising Accountant Community by Stephen King, CPA

If you're a nonprofit leader or changemaker in the accounting space, this is the community for you. Founded by Stephen King, CPA, this is a community to learn new strategies, get support from others facing similar challenges, and build a network that can help your organization succeed. If you’re looking to boost your fundraising and be part of a group that’s rooting for your growth, this is the perfect place to start.

You also have access to a learning library, community QnA sessions, fundraising templates and a lot more.

Join the community

Who’s Got the Bandwidth? This Capacity Planner Spills the Tea.

The Capacity Planner is a decision-making tool built in collaboration with leading accounting workflow experts, informed by insights from serving over 10,000 accountants and bookkeepers, and powered by data from Financial Cents’ annual State of Workflow & Automation Report.

It was designed with one goal: to help you understand your firm’s operational bandwidth before it becomes a bottleneck.

In 10 minutes, this simple, guided quiz reveals the cracks before your deadlines do.

Take the quiz →

H🔥t today

Strategic Planning Isn’t Optional Anymore

There has never been a time when carefully planning out the future of your firm has been so important. While it's easy to feel like you’re making progress because your calendar is packed and your team is heads-down, busyness isn’t the same as direction.

In a recent Accounting Today podcast episode, Matt Rampe of Rosenberg Consulting offers a refreshing take on what strategic planning looks like for accounting firms, and no, it doesn’t involve a three-day retreat or a 40-page PDF that no one reads again.

For most accounting firms, this might look like starting with low-friction ways to gather honest input from the team, without triggering eye-rolls or meeting fatigue. It means being willing to face the hard decisions you’ve been avoiding, whether that’s letting go of outdated services or rethinking capacity. And more importantly, it’s about treating strategy as something you do consistently, not a once-a-year checkbox.

Listen to the conversation here →

The 2025 Tax & Accounting Technology Innovation Awards

The CPA Practice Advisor Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility, or enhanced collaboration.

Now in their 22nd year, the Innovation Awards highlight technologies shaping the profession and small businesses through increased collaboration and productivity. These tools allow firms to better manage workflows, be more productive and secure, and engage with clients in ways that are convenient and productive for them as well.

Award selection process: Each year, the awards committee votes to announce five winners. Additional technologies are also recognized as award finalists. The awards are not ranked or divided into categories. All nominated products and services meeting the submission requirements can be awarded as award winners or finalists.

The deadline is August 22, 2025.

Nominate your favourite tech here →

Swipe this workflow template

Swipe this Potential Client Lead Tracking Checklist Template by Stephanie Ramirez.

Get more templates from firm owners like you in our community template library.

Meme

Relatable?

Events

📍The 2025 Tax Retreat – July 18 & 19 (Denver)

T-minus one sleep until tax professionals take over Denver!

The Tax Retreat returns to its birthplace for round three of what happens when #TaxTwitter decides conferences should actually be fun. Think less "mandatory networking mixer" and more "reunion with friends you haven't met yet."

Whether you're a seasoned pro or a fresh face in the tax world, The Tax Retreat promises an unforgettable experience where connections are made, laughter is abundant, and memories are cherished.

See the agenda →

📍 NATP Taxposium 2025 – July 21-23 (Las Vegas)

Looking to stay ahead in tax? TAXPOSIUM, organized by the National Association of Tax Professionals (NATP), is where smart tax pros gather to learn, connect, and grow.

From industry hot topics to practice management breakthroughs and tech updates, you'll get the insights you need. Meet face-to-face with tax law experts and IRS reps. This year, you also get to join a community of innovative professionals who are redefining what it means to excel in tax practice.

See the agenda →

📍 Bridging The Gap Conference – July 22-24 (Denver)

Organized by Tri-Merit, Bridging the Gap is an annual accounting conference for accounting, tax, and finance firms. The event provides a blend of innovation, networking, and professional growth, bringing together leaders and experts from across the industry.

The theme for 2025 is “Expedition Innovation: Charting New Paths in People, Technology, and Practice,” and it promises to deliver inspiring keynotes, hands-on workshops, and unmatched networking opportunities.

The Financial Cents’ team will be there and can't wait to see y’all!

See the agenda →

Noteworthy

Accountants + Game Show = Surprisingly Good TV

You're seriously missing out if you haven’t watched the Who Wants to Be an Accounting Millionaire show yet. It's exactly what it sounds like; accountants answering trivia questions against the clock. There's real money on the line ($1,000), which keeps things interesting.

We've seen three contestants so far:

• Nick Boscia, CPA, played for a trip to Japan. He handled the pressure remarkably well.

• Kate Josephine Johnson wanted to win enough to take her family out for a nice dinner. She definitely knew her stuff.

• Katie Thomas came in with investment plans and stayed focused throughout. Made the rest of us realize we might need to brush up on our knowledge.

You'll pick up some interesting facts, find yourself trying to answer along, and probably enjoy it more than you'd expect.

Watch here.

💡Firm Spotlight

From Local to 22 States: How Butler & Sanchez LLC Scaled with Structure

The story of Butler and Sanchez LLC proves that you don’t need a grand vision or well-thought-out branding to start a business. The universe can fan a small idea into flames if you know how to ride the wave and deploy the right resources (technology).

“Butler and Sanchez started as a joke in March of 2017. I needed to help out a friend and wanted to sound legitimate, so I formed an LLC in Texas because it was easy.”

Hugo C. Sanchez, CPA

Three years after this casual step, Hugo Sanchez, CPA, had seen enough clients to convince him to bet on himself and his accounting expertise. At some point, his wife, Amanda Butler, joined him.

Together with eight other accounting professionals, they provide full-service accounting solutions to businesses in 22 states in the USA.

With their entire family (and eight other households) depending on the firm for livelihood, Hugo Sanchez and Amanda Butler were determined to attract more clients and grow their profits by improving service quality and giving their staff the tools to do their best work.

This is when the limitations of their existing project management system hit them.

Read the full article here →

What Are Your Thoughts?

Share your POV in the comments.

You can also join the FC Reddit community here

Until Next Time,

Share Get Work Done - a newsletter for accounting firm owners.

Katie will answer 10 accounting and finance trivia questions for a shot at the $1,000 prize. If she wins, she plans to invest the money and practice exactly what she preaches.

Think you could do better? Play along and test your knowledge in real-time.

This isn’t just trivia, it’s a game show for accountants, CPAs, bookkeepers, and finance pros who love a good challenge (and maybe a little pressure).

New episodes drop bi-weekly, don’t forget to subscribe.

Watch now!

Kate will answer 10 accounting and finance trivia questions for a shot at the $1,000 prize. If she wins, she’ll treat her family to a well-deserved dinner night out.

Think you could do better? Play along and test your knowledge in real-time.

This isn’t just trivia, it’s a game show made for accountants, CPAs, bookkeepers, and finance pros who love a good challenge (and maybe a little pressure).

New episodes drop bi-weekly, don’t forget to subscribe.

Watch now!

Nick will take on 10 accounting and finance questions for a shot at the $1,000 prize, each one tougher than the last, in a high-stakes trivia game tailored for accountants.

Think you could do better?

Play along and test your knowledge in real-time.

This isn’t just trivia, it’s a game show made for accountants, CPAs, bookkeepers, and finance pros who love a good challenge (and maybe a little pressure).

New episodes drop bi-weekly, don’t forget to subscribe.

Watch now!