A New Era for CPAs: How Automation Can Unlock Scalable Growth

Firm Management | August 6, 2025

A New Era for CPAs: How Automation Can Unlock Scalable Growth

The role of a CPA has evolved far beyond spreadsheets and audits. Today’s clients and companies expect CPAs to be advisors, strategists, and forward-thinkers. But the reality is many CPAs still spend too much time on manual tasks that slow down productivity.

Accounting work isn’t slowing down, but you can speed it up. Whether you’re solo or part of a growing firm, automation can help you stay ahead of the curve. Our whitepaper breaks down how modern CPAs are using automation to simplify daily workflows, reduce inefficiencies, and keep pace with rising expectations — all while maintaining quality and control.

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Download the whitepaper below to see how automation can take the weight off your plate and allow you to focus on higher value tasks that drive your firm forward.

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CPE Webinar: Building economic resilience: How accounting firms can stay profitable when markets shift

Firm Management February 26, 2026 

CPE Webinar: Building economic resilience: How accounting firms can stay profitable when markets shift

Markets shift. Expenses creep up. Clients slow payments. And suddenly, “we’re busy” doesn’t always mean “we’re profitable.” In this 60-minute conversation, CPA Kelley Brubaker breaks down what economic resilience really looks like inside today’s accounting firms, and how leaders can stay profitable even when markets feel uncertain.

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