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.
3 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.
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3 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.
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1 guide
Mergers & Acquisitions
Buy, sell, and build firm value in the age of the PE rollup.
2 guides
AI + Tech
Protect your margin and stay ahead of the shift: honest, unsponsored guidance on your stack and what AI really changes.
2 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.
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1 guide
Free CPE
Free continuing education for firm owners, delivered through CPA Academy, a NASBA-registered sponsor.
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