You’re a CPA. You take pride in accuracy, detail, and delivering trust to your clients.   But let’s be honest: your days are packed.   Between bookkeeping, reconciliations, tax prep, and client communication, you barely have time to think strategically.  Deep down, you know something has to change. You can’t grow your firm or serve clients strategically if you’re trapped in repetitive work.  Sound familiar? You’re not alone.   Many CPAs today find…

Picture this: It’s late February, your inbox is exploding, your team is pulling late nights, and clients are calling non-stop asking if their returns will be done on time. Sound familiar?  This scenario plays out in CPA firms across the country every year. The problem isn’t that tax season is inherently chaotic. It’s that many CPA leaders skip the crucial “math”…

The event serves as a premier platform for industry leaders and practitioners to collaborate, exchange experiences, and explore the latest trends shaping small business accounting. 

Running a restaurant is one of the most challenging businesses you can take on.  You might be bringing in decent revenue on busy nights, but somehow you’re still struggling to pay suppliers on time.   Your food costs seem to eat up more profit than expected, and don’t even get started on the headache of payroll…

Running a real estate business is demanding, with countless moving parts to manage. Between managing properties, dealing with tenants, handling maintenance issues, and trying to grow your portfolio, the last thing you want to worry about is keeping track of complex financial records. Poor accounting can quickly turn your profitable real estate venture into a…

Your Restaurant Has an 80% Chance of Failing!  That’s right.  According to recent research, 80% of restaurants fail within five years.  The reason? Poor financial management tops the list every single time.  Here’s the truth: you can serve the best food in town, have incredible customer service, and create an amazing atmosphere. But if you…