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The Therapist CPA is Scaling Bookkeeping without Sacrificing Quality

Alan Pruitt, CPA, CEO and founder of The Therapist CPA, helps private practice owners increase profitability, reduce taxes, and gain clarity over...

Modernize Bookkeeping Into a Continuous CAS Engine

Modernize bookkeeping to power a continuous, CAS-ready engine.

Redefine bookkeeping as an always-on system, not a month-end event

Most firms that...

Amazon Accounting 101: What Every Bookkeeper Needs to Know Before Taking on a Seller

So…you took on (maybe even accidentally), or are thinking about taking on, your first Amazon client, opened up their books, looked at the deposits...

Botkeeper Signs Off After 11 Years

Enrico Palmerino, Founder and CEO of Botkeeper has announced to their customers the 'closure of Botkeeper' after 11 years of operation. The...

Pilot Unveils Their 'AI Accountant' to Run Entire Bookkeeping Process

Pilot has announced that bookkeeping is now fully autonomous, empowering business owners to focus on growth and local accountants to deliver...

To CAS or Not -- It's Not a Tough Question

I recently wrote (or had CoPilot write) an article titled "You're Already a CAS Firm-Whether You Admit It or Not".  

Last week I attended Xero's Road...

You’re Already a CAS Firm—Whether You Admit It or Not

I sat through a virtual summit on CAS today and while I listened to the speakers share their experiences and knowledge I decided that I needed to...

6 Steps to Grow Your Bookkeeping/Accounting Firm

I asked CoPilot in Hubspot to write an article (and generate an image) about the "6 Steps to Grow Your Bookkeeping/Accounting Firm. And, frankly, it...

Critical Accountant Shortage

The accounting profession’s staffing shortage has finally reached critical status after nearly a decade of declining accounting graduates. A drop in...

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Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

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The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Nov 11
Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

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Nov 11
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

November 11, 2026 · 2:00 PM ET

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Let It Go: Make Room for a Better Busy Season

Let It Go: Make Room for a Better Busy Season

November 12, 2026 · 12:00 PM ET

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Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 17
Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

November 17, 2026 · 2:00 PM ET

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DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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Your Website: Is It Helping You Win Clients—or Losing Them?

Your Website: Is It Helping You Win Clients—or Losing Them?

November 24, 2026 · 2:00 PM ET

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