Goldman Bets $75 Million on Fieldguide: AuditTech Comes of Age
Goldman’s rationale: Vertical AI with measurable ROI.
By CPA Trendlines
TECH and FINTECH
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.
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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.”
The Digital Spine of Modern CAS
How to integrate accounting and advisory technology.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
CAS has emerged as one of the most strategic service lines for accounting firms. As CAS has expanded in scope and significance, so has the requirement for robust, scalable and integrated technology solutions. As revealed in our CAS survey, technology serves as the foundation of CAS success, playing a far more critical role than simply enabling processes.
MORE by Hitendra Patil
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In this article, we will explore the key tools and technologies that drive modern CAS practices. It draws insights from research involving over 300 accounting professionals who shared their challenges, strategies and technology use. You will also discover how to create a “Single Source of Truth” for client data. From AI adoption, cybersecurity readiness to real-time dashboards, this post aims to provide a blueprint for building a future-ready, tech-enabled CAS firm.
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Busy Season 2026: The Year CAS Firms Seize the Lead
Why is the busy season better for CAS accountants?
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.
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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.
Top Tech Trends for Tax Season 2026
Holding Steady, Tuning Workflow, and Testing AI.
By CPA Trendlines Research
With the 2026 filing season approaching, most accounting firms are not racing to rip and replace their technology stacks. Instead, they are making selective adjustments, tightening workflows, and cautiously experimenting with artificial intelligence — all while keeping a close eye on staffing limits, client behavior, and return on investment.
JOIN the Busy Season Barometer survey here.
MORE TAX, PRICING, PAY, HIRING, and THE 2026 OUTLOOK
That restrained approach comes through clearly in CPA Trendlines’ Busy Season Barometer, which shows a profession that is less focused on transformation than on execution. The dominant theme across survey waves is not disruption, but discipline.