Decisions a C-Suite would make for Accounting & CPA Practices
Vendor comparisons that are honest about where each tool falls short, plus a plan for doing the work yourself. Where we quote a benchmark, we show its source.
15 guides for Accounting & CPA Practices of 1,000
Financing a CPA Firm Around Tax-Season Cash Flow
Accounting and CPA practices have revenue that spikes around tax season. Here is how that seasonality shapes the SBA loan versus revenue-based financing choice.
Ironclad vs LinkSquares Before Busy Season: A CPA Firm Checklist
A pre-busy-season checklist for accounting and CPA practices weighing Ironclad against LinkSquares for engagement letter scope and liability limitation review.
Five Governance Mistakes CPA Firm Partnerships Keep Making
CPA and accounting firms need partnership governance, not venture board tools. Five recurring mistakes, and where Diligent or BoardPro fits for your firm.
Bizee vs. Doola for CPA Firms: Why the Entity Type Isn't Optional
Forming a CPA practice: why many states require a PLLC or PC rather than a plain LLC, state board registration, and how Bizee and Doola compare.
Vouch vs Embroker for Accounting and CPA Practices
Answers to the questions a CPA or accounting firm owner actually has about comparing Vouch and Embroker for professional liability coverage.
Mercury vs Relay: Choosing Banking for a CPA or Bookkeeping Firm
How accounting and bookkeeping firms should think about their own operating bank, plus the partner tools that make managing client cash across entities easier.
Why Most CPA Firms Can't Just Adopt Startup Equity Tools
CPA ownership rules limit who can hold equity in an accounting firm. Here's how that affects choosing Pulley versus Carta, and what actually applies.
Deel vs Remote for CPA Firms: What to Check Before Offshoring
A pitfall-focused checklist for accounting and CPA practices weighing Deel against Remote before hiring overseas bookkeepers, preparers and reviewers.
PEO Options for a CPA Firm's Busy-Season Staffing
CPA firms deal with brutal seasonal overtime and thin off-season staffing. A look at how Justworks and TriNet handle that pattern differently.
CPA Firms: Smoothing Cash Through a Brutal Tax Season
A CPA firm's own cash flow is as seasonal as its clients'. Here is how that shapes the fractional CFO vs controller decision for the practice itself.
Smoothing Busy-Season Cash Flow at a CPA Firm Without Outside Equity
CPA firms face brutal seasonality and ownership rules that rule out most outside equity. Here's a worked example of smoothing busy-season cash flow instead.
Carta vs Forge For A CPA Practice's Equity Pool
Independence rules change how an accounting or CPA practice should weigh Carta against Forge for a partner or staff equity liquidity program.
Timing a Managing Partner Search Around Busy Season
A step-by-step plan for a CPA practice choosing between a search firm and an executive marketplace without disrupting tax season.
Acquire.com vs Flippa for Selling a CPA Practice
How Acquire.com and Flippa compare for accounting and CPA practice sales, and why most firms end up using a different channel entirely.
Optery vs DeleteMe for CPA Firm Partners
How CPA firm partners should weigh Optery's automated data broker removal against DeleteMe's human-run service, especially during tax season.