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Explore our collection of articles, insights, and expert perspectives designed to help accounting and bookkeeping firms work smarter, grow faster, and stay ahead of industry trends.

Removing the Bottleneck: How Effective Ops Leaders Enable Firm Growth

July 16, 2026

Removing the Bottleneck: How Effective Ops Leaders Enable Firm Growth

Firm owners often unintentionally limit growth by acting as the primary bottleneck.

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Tech With Intention: 7 Small Firms Putting Humans at the Center of Software

July 10, 2026

Tech With Intention: 7 Small Firms Putting Humans at the Center of Software

By being selective about software and prioritizing human relationships, these firms use technology to streamline operations without losing their personal touch.

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Niches for Riches? Tackling the Tricky Small Firm Specialization Question

July 1, 2026

Niches for Riches? Tackling the Tricky Small Firm Specialization Question

Common advice for small accounting firms suggests you must niche down to succeed, but the real-world path to specialization is rarely that simple.

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Q&A with Stephanie Otero, CPA, AICPA Vice President – Small Firm Advocate

June 3, 2026

Q&A with Stephanie Otero, CPA, AICPA Vice President – Small Firm Advocate

AICPA Vice President and Small Firm Advocate explores the unique challenges and opportunities for small CPA firms.

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The Pricing Puzzle

June 3, 2026

The Pricing Puzzle

Many small firm owners struggle with pricing, often starting too low and training clients to undervalue their expertise.

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Captains and Crew

June 2, 2026

Captains and Crew

Tamra Helton is transforming the accounting industry by turning her bookkeeping firm, Tied Out Books, into a nautical adventure.

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Growing His Own Way

June 2, 2026

Growing His Own Way

Tyler Otto turned a side hustle into a million-dollar firm, but his biggest success was intentionally losing $340,000 in revenue.

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The Pruning Paradox

June 2, 2026

The Pruning Paradox

Alisa McCabe achieved 20-40% annual growth at First Steps Financial by reducing her client list from nearly 100 down to 41.

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For Good

June 2, 2026

For Good

Melissa Miller Furgeson founded Bookkeeping for Good to provide mission-driven financial services to nonprofits and churches.

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A New Reason to Build

June 2, 2026

A New Reason to Build

Dave Kersting founded Capovario to help his mother retire, but her passing forced him to find a deeper purpose for his firm.

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Making Her Own Door

June 2, 2026

Making Her Own Door

After being passed over for promotions, Sarah Queale founded Synergy Tax & Business Solutions to create her own opportunities.

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A Team that Built Itself

June 2, 2026

A Team that Built Itself

Laraine Hutcherson founded Strength in Numbers Co. to balance a career with the demands of raising children with disabilities.

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