Carl Richards: The Lie of “Enough” | Holistic Guide
Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.
With Rory Henry CFP®, BFA™
For CPA Trendlines
The Holistic Guide to Wealth Management
THE ENTREPRENEURIAL ACCOUNTANT
Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency
Why private equity may accelerate – not kill – entrepreneurship in accounting.
Big 4 Transparency
With Dominic Piscopo, CPA
Nick Pasquarosa: Advisory at Scale Requires Systems, Not Heroics | Holistic Guide
Bookkeeper360’s rise to 1,000 clients shows how workflow, AI, and remote talent—not individual effort—power modern CPA firm growth.
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer
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With Rory Henry CFP®, BFA™
For CPA Trendlines
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.”
Nick Pasquarosa: From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm | Holistic Guide
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
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.”
Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency
Why equity is the new standard for talent retention.
This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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.
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
Jeremy Dubow, CEO and co-founder of Chicago-based, private-equity-backed Prosperity Partners, explains how entrepreneurship in accounting has shifted from demand-driven to capacity-constrained, and why transparent equity programs are becoming the new standard for talent retention.
MORE Dominic Piscopo | MORE Private Equity | MORE Pay & Compensation
Dubow joins Dominic Piscopo on Big 4 Transparency to discuss how accounting-firm entrepreneurship and the operating model required to scale have changed since he co-founded NDH in 2003. NDH later sold to private equity and rebranded as Prosperity Partners, which Dubow described as a case study in how firms are adapting to labor constraints, expanding client complexity, and rising expectations around technology and talent strategy.
Quotables
“The demand for accounting services is greater than it ever has been. The challenge is providing the service at a high level in a labor-constrained environment.”
“AI in and of itself is not right now the solution to solve all our problems. Using automation and offshoring gives us the operational leverage to create that capacity.”
“I recognize that my people are being attempted to be poached every single day of the year.”
“Why have a stock price if you don’t disclose what it is?”
“‘’If I worked that 80-hour week, you should too.’ Well, guess what? That doesn’t work anymore.”
Dubow argues the profession has shifted from a demand constraint to a capacity constraint. Client needs continue to expand, but firms increasingly struggle to staff and deliver services proactively at scale.