Today's Features
ADVISORY & CONSULTING

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.

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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.”

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AUDIT & ASSURANCE

From Deloitte Spinout to Market Disruptor: Streamworks Targets the Mid-Tier Audit and Assurance Software Gap

Sharma

Rebranded from Auvenir, the independent platform doubles down on AI, quality management, and underserved firms.

By CPA Trendlines

Auvenir, the audit and compliance technology platform originally developed within Deloitte, has officially spun out as an independent company under a new name: Streamworks Tech.

The move marks a strategic shift—not just in ownership, but in market focus, product direction, and long-term vision.

“Ultimately, both sides agreed that… the customers are in the best hands, and the technology is in the best hands, with us continuing forward [as an independent company],” said Neeraj Sharma, chief operating officer of Streamworks Tech. READ MORE →

PRO Member Exclusive

Fourteen Questions for Weighing Independence vs. Merger

legs-only view of two businesspeople walking up stairs with briefcases in office

Stay independent but keep looking upward.

By Domenick J. Esposito
8 Steps to Great

Your firm was knocking the cover off the ball with a strategy of getting bigger with quality growth, stronger with quality talent, and more profitable but it is increasingly obvious that it has become difficult competing in today’s mid-market space.

MORE by Domenick J. Esposito
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The business environment is anemic and organic growth is hard to come by. Your challenge is exacerbated when you see an insufficient number of young superstars and rainmakers and your senior partners, mostly baby boomers, don’t have an awful lot of “golf course” left to play.
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MARKETING & SALES

Put Thought Leadership into Your Marketing

Businesswoman lassoing light bulb

You can’t just acquire new business. You have to retain it.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

I bet you can imagine that marketing a virtual accounting firm is different than it is for traditional brick-and-mortar accounting firms. When you’re only serving your local area, you need to focus on things like signage, local advertising, the Yellow Pages, your website, Google My Business, Yelp, Chamber of Commerce and word-of-mouth referrals. Those are all great ways to get noticed by people in your area who would benefit from the services you offer.

MORE by Jody Grunden
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When your customer base isn’t confined to a specific location, however, it changes the game a bit. You still want word-of-mouth referrals and you still need a website, but it becomes even more important to focus on search engine optimization (SEO) and thought leadership – developing your online platform, publishing articles with industry publications, speaking, etc. – to help people discover your services.
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