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advisory & consulting

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

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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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client accounting services

the digital spine of modern cas

hand with pen pointing to icon on computer screen

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 management

busy season 2026: chaos looms as doge cuts and obbba changes collide

downsizing and backlogs become national policy.

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service is heading into the 2026 filing season with fewer employees, more complex tax law changes, and less capacity to resolve problems when returns go wrong — a combination federal watchdogs say will leave tax professionals managing the fallout even as headline service metrics appear stable.

join the busy season barometer daily pulse check for top trends, best practices, and emerging opportunities
more tax, busy season, outlook 2026

national taxpayer advocate erin m. collins says most taxpayers with straightforward, electronically filed returns should see few disruptions. but she warned that the true test of the filing season will be how the irs handles the millions of returns that require human intervention — at a time when the agency’s workforce has been cut by more than a quarter.

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special

subscriptions make clients feel like members

man talking to pair of people seated across from him

why they beat aum and hourly fees for wealth management.

by rory henry
the holistic guide to wealth management

recently i listened to a lively debate about financial advisor compensation between ramit sethi, author of the best seller “i will teach you to be rich,” and michael kitces, host of the financial advisor success podcast. sethi was highly critical of the traditional 1 percent of assets under management (aum) model that so many wealth advisors charge. instead of 1 percent of aum, sethi argued that advisors should think of themselves as accountability partners (i.e., personal trainers for clients’ money) and instead charge them based on how they help them modify their behaviors to produce better outcomes.

more rory henry and the holistic guide to wealth management
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for instance, a good advisor can help clients adopt good behaviors such as saving more of every paycheck and sticking to their investment plan during volatile times. good advisors, said sethi, also help clients from engaging in their old wealth-destructive behaviors such as speculating on hot stocks in the news or cashing out of the market at the first sign of trouble. by the way, helping clients modify behaviors and produce better outcomes is what an advis-ror™ does.

let’s explore how an aum/subscription model using a virtual family office is a win for both firms and the clients they serve.
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special

how workflow helps transfer clients to new employees

three businessmen sharing handshake

use your software to guide the training.

by jody grunden
building the virtual cfo firm in the cloud

when it comes to onboarding new employees, workflow management software can be extremely helpful in streamlining the process. in most cases, as we grow, new employees take over existing clients from other team members. they still need to meet with the other team members to discuss what’s needed for each client, but the workflow management software serves as their roadmap during that time.

more by jody grunden
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although much of the process may be very similar from one client to the next, each client has its own individual needs. the roadmap is an important tool that guides new employees through the day-to-day workflow for each individual client.
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