ADVISORY & CONSULTING

Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide

By

Advisory at Scale Requires Systems, Not Heroics. Plus 5 More Takeaways.

Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

With Rory Henry CFP®, BFA™
For CPA Trendlines

Build a 7-figure firm in just 4 hours a week!

When firms talk about innovation in accounting, they often start with technology. But in my conversation with Nick Pasquarosa, founder and CEO of Bookkeeper360, it became clear that technology was never the starting point for his firm. It was the result of listening closely to small business owners and building systems to solve their most persistent problems.

MORE Rory Henry and The Holistic Guide | BOLT: Bookkeeper360 Launches Mobile and Web App Featuring AI-Powered Virtual CFO

Pasquarosa founded Bookkeeper360 in 2012, long before cloud accounting was the norm. What began as a door-to-door side hustle helping local businesses reconcile their checking accounts evolved into a nationwide cloud accounting firm serving nearly 1,000 small business clients with a team of more than 75 professionals across 26 states.

“I started this in high school,” Pasquarosa tells me. “It really started with an interest in helping small businesses stop running their business off their bank account balance and [instead] giving them timely, accurate books so they could make real-time decisions.”

READ MORE →

Busy Season 2026: The Year CAS Firms Seize the Lead

By

Why is the busy season better for CAS accountants?

CAS Comparison: At firms where CAS is the leading fee-generator, CAS accountants are handling half the book (left) and collecting 10 times the fees (right).

By CPA Trendlines Research

With busy season 2026, accountants specializing in client accounting services are reaping the benefits of a year’s worth of hard work, in a smoother path to April 15, more compliant clients, and higher fees, according to the CPA Trendlines Busy Season Barometer.

Join the survey, get the results

JOIN THE BUSY SEASON SURVEY. GET THE RESULTS

MORE BUSY SEASON BAROMETER | MORE CAS | MORE OUTLOOK 2026

The Busy Season Barometer marks the 2026 tax season as the breakthrough moment when CAS crosses from merely an aspirational experiment to a routine part of the service mix for small and midsize firms.

READ MORE →

How to Build a Scalable CAS Practice

By

cloud computing enables digital growth with secure data storage, scalable infrastructure, and strategic cloud-based business solutions

Consider delegation vs. automation.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Client Advisory Services (CAS) are much more than just a passing trend or buzzword. They represent a fundamental shift in how accounting firms define their value and interact with clients. Offering CAS means your firm is adopting a new approach to practicing accounting, one that changes how services are provided, how clients view your role, and how your firm builds long-term revenue. It’s not just adding another service line; it’s a strategic change shaping the future of the profession.

MORE by Hitendra Patil
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

According to survey insights, 59 percent of accounting firms currently offer CAS. Among these, 73 percent have been providing these services for over five years. However, for many, offering CAS and growing it are two different challenges.

The key question is no longer, “Should we offer CAS?” but:

“How can we expand CAS without adding complexity, chaos or costs?”
READ MORE →

How to Price and Package Advisory Services

By

Hand moving triangle along beam to indicate balance between price and value

Three reasons that hourly billing fails.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

For decades, hourly billing was the primary pricing method in the accounting industry. Charging based on time seemed fair and simple. However, as your firm shifts into Advisory-CAS (Client Accounting Services), that model starts to show its flaws.

MORE by Hitendra Patil
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Why? Advisory services focus on the impact and outcomes they provide, with time becoming less of a priority. If a CPA firm partner spends 45 minutes advising a business owner and that conversation prevents a six-figure mistake, what is that advice worth? Much more than what a typical $200/hour rate suggests. In this case, the time spent is less important than the value provided.
READ MORE →

Outlook 2026: Accountants Brace for a Rough Economy

By

Expect strong demand for tax planning, business advisory and bookkeeping cleanup work. 

By CPA Trendlines Research

The CPA Trendlines Busy Season Barometer indicates that tax and accounting leaders anticipate growth in their own firms, even as they prepare for anxious business clients, persistent inflation, and a policy environment that keeps planning on edge.

MORE Busy Season and 2026 Outlook

BUSY SEASON BAROMETER: Join the survey. Get the results

About half of all accountants in the survey are bracing for a deteriorating economy, with a third expecting rosier scenarios, for a net negative 17.2 percentage points. For small and mid-sized businesses, accountants are at a negative 9.3 points.

READ MORE →