The playbook library for entrepreneurial accountants.
Implementation-grade guides on pricing, marketing, M&A, AI + tech, leadership, and free CPE, from people who’ve built the firm, not just talked about it.
5 guides
Pricing
Charge what you’re worth: value-pricing systems and the real dollar ranges.
Accounting Firm Pricing Strategy: The Complete Guide
Floors, retainer ranges by client type, and the prescription model for presenting price.
Read → PricingHow to Raise Prices on Accounting Clients (Without Losing Them)
Scripts and timing to lift rates on existing clients.
Read the playbook → PricingFractional CFO Pricing: How to Set Your Monthly Retainer
Real monthly retainer ranges, why retainers beat hourly, and how to present a number that sticks.
Read the playbook → PricingHow to Price Accounting Services for Maximum Profit
Compute your floor, package three tiers, present one number, and move hourly clients to fixed fees.
Read the playbook → PricingBookkeeping Pricing Guide: How to Price Your Services
Verified market rates, a floor formula with the math shown, and cleanup pricing.
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4 guides
Marketing + Sales
Fill your calendar with dream clients: acquisition systems built for firms.
How to Get Bookkeeping Clients: The 90-Day Sprint
A step-by-step acquisition sprint that doesn’t rely on referrals.
Read the playbook → MarketingThe Best Niches for Accounting Firms (And How to Pick Yours)
Which niches pay the most, and how to pick yours.
Read the playbook → SalesHow to Sell Accounting Services (Without Feeling Like a Salesperson)
Run a discovery call, prescribe one clear number, handle objections, and close with confidence.
Read the playbook → MarketingHow to Build an Accounting Firm Website (For Free)
The five pages that book calls, free builders, basic local search, and real proof that wins clients.
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5 guides
Mergers & Acquisitions
Buy, sell, and build firm value in the age of the PE rollup.
Private Equity Is Buying Up Accounting Firms: What It Means for Yours
The rollup wave, and how to make your firm acquirable (or not).
Read the playbook → M&AHow to Buy an Accounting Practice: The Buyer’s Playbook
Find firms for sale, value them on real multiples, finance the deal, and keep clients after close.
Read the playbook → M&AHow to Sell Your Accounting Firm (and What It’s Worth)
What your firm is worth, the value drivers that raise your multiple, and how the deal is structured.
Read the playbook → M&ADue Diligence Checklist for Buying an Accounting Practice
Verify revenue, spot the red flags, and structure the deal so the seller shares the risk.
Read the playbook → M&ASeller Financing an Accounting Practice: How It Works
The seller note from both chairs: the terms that matter, taxes, and default protection.
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5 guides
AI + Tech
Protect your margin and stay ahead of the shift: honest, unsponsored guidance on your stack and what AI really changes.
Accounting Workflow Automation: The Honest, Unsponsored Guide
What to automate, what not to, and the tools that move margin.
Read the playbook → AIWill AI Replace Accountants? An Honest Answer
It replaces tasks, not the relationship. And the firms that adapt charge more.
Read the playbook → AIChatGPT for Accountants: The Complete Guide
Top use cases, copy-paste prompts, confidentiality rules, and how to catch AI mistakes before clients do.
Read the playbook → AIHow to Build an AI-Powered Accounting Firm
Where AI fits in your workflow, the practical tool stack, and the guardrails that protect quality.
Read the playbook → TechEmail Management for Accountants: The 10-Minute-a-Day System
The triage system, templates, batching, and delegation that get firm owners to inbox zero.
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3 guides
Leadership
Run the firm. Don’t let it run you. Team, boundaries, and the right clients.
How to Build a $100K Accounting Firm: The Playbook
The Dream Firms playbook to your first (or next) $100K.
Coming soonHow to Fire a Bad Accounting Client (And Who to Replace Them With)
The liability-safe way to offboard the clients draining your margin.
Read the playbook → LeadershipYour Accounting Firm’s First Hire: How to Build a Team and Get Out of the Weeds
When you’re ready, what to delegate first, and the leverage math that makes the salary pay for itself.
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3 guides
Free CPE
Free continuing education for firm owners, delivered through CPA Academy, a NASBA-registered sponsor.
How to Earn Free CPE Credits (for CPAs & EAs)
Where to find legit NASBA-approved free CPE, and how to spot the junk.
Read the playbook → CPEHow Many CPE Hours Do CPAs and EAs Need?
EA and CPA hour requirements, reporting periods, ethics minimums, and what counts.
Read the playbook → CPECPE Requirements by State: A Quick Reference for CPAs
Why CPA rules differ by board, the common hour and ethics patterns, and how to confirm your exact numbers.
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