How firms price, staff, sell and run the work: the commercial side of public practice. The newest piece leads; the guides we keep current sit underneath.
Updated 11 November 2026
45 min Anderson Peter George, Quanto
Video, 45 min.
48 min Beau Gaudron, Growthwise
Video, 48 min.
51 min Brian Clare, Blueprint Accounting
Video, 51 min.
A copyable website brief template for owners of accounting and bookkeeping firms, whoever builds the site: yourself, a freelancer, an agency or a template. It covers the decisions only the firm can make, from ideal…
Whether to publish prices is a decision about which enquiries you want and which conversations you are willing to have before the first meeting. This guide lays out the trade-offs, the four positions a pricing page can…
Most firms that know they are underpriced delay the increase because they fear the conversation, not the number. This guide covers how to decide who moves and by how much, the notice timeline, a fee increase letter…
Buying an accounting firm is mostly a bet on whether its clients will stay, so every stage from search to integration should be built around retention. This guide covers where practices for sale are found, the due…
Most accounting firm websites fail the same way: they say what the firm is, not who it helps or what happens next. This guide goes page by page through what each one must do for a prospect, for Google and for AI answer…
A partner buy-in at an accounting firm buys a capital account, a share of goodwill and a slice of future profit, and how each is valued and paid for decides whether the deal works. This guide walks the incoming partner…
Revenue and the bank balance tell you what already happened. These nine numbers, calculated from the practice-management and ledger data you already have, tell you why, and what to change next month.
The ATO's new client-to-agent linking process for individuals and sole traders is raising concerns among practitioners about its potential impact on offline clients. While the agent-initiated system aims to simplify the…
The recent changes to negative gearing rules, effective from 1 July 2027, significantly impact clients considering knock-down rebuilds.
More clients are connecting their Xero files to Claude, ChatGPT and home-built AI tools, and practitioners are split between "their data, their risk" and cleaning up the journals. The three kinds of connection and where…
A client took the figures off a draft return, lodged it themselves and skipped the bill. The four rungs of collection, and what to change in the engagement letter and onboarding.
Treasury's exposure draft for the 30% minimum tax on discretionary trusts, which applies from 1 July 2028, was open for consultation until 18 September 2026. This piece sets out what the draft confirms, the election and…
Accrual's purchase of Puzzle's firm business rests on the argument that tax and client accounting services live in separate systems and firms rebuild context every time an engagement crosses between them. The crossing…
OpenAI's GPT-6 Astra launch on 3 September 2026 included the model completing a federal tax return in a browser from a W-2. The task it automated is the cheapest part of a compliance engagement, and the useful response…
Accrual announced on 2 September 2026 that it is acquiring Puzzle's accounting-firm technology and business, splitting the company along a customer boundary and leaving firms on the firm-facing product with a migration.…
Most buyers pour their effort into diligence and treat integration as something that begins on closing day, which is where acquisitions of accounting firms quietly lose the revenue they just paid for. This is a working…
An honest ranking of the five channels accounting firms use to win clients, backed by 2025 survey data showing referrals still dominate at 58%. It also explains the AI-search shift (AEO) in plain terms and gives small…
Typical accountant fees in 2026 in the US, Australia and the UK, from a simple tax return to full-service support, and how accountants set those prices, for clients and firm owners alike.
From 1 July 2026 Xero raised prices on every Australian business plan: Ignite from $35 to $37, Grow from $75 to $78, Comprehensive from $100 to $107 and Ultimate 100 from $272 to $300, all including GST. It also removed…
Accountants design the structures that decide who controls wealth. How ideal-client filters, well-meant advice and ownership without control hold women back, and what to change.
Agent representation has quietly become a high-risk, unpaid burden for accounting firms. As regulatory demands grow, firms are absorbing more work, risk, and stress without pricing it properly, making current compliance…
This article breaks down the BAS agent and tax agent pathways for overseas-qualified accountants, explaining the differences in scope, risk, and timing, and why many firms recommend BAS registration first to build…
The introduction of PayDay Super aims to enhance superannuation compliance by mandating that contributions be made on payday. However, many payroll systems expose critical vulnerabilities by relying on a single…
Brian Clare and Anderson Peter George built a working pricing calculator in under 30 minutes with ChatGPT and Lovable. The steps, from defining the problem to testing it with your team.
Twyla Verhelst’s H.I.R.E. framework and MVP Ladder for taking ChatGPT from personal use to firm-wide playbooks, with three use cases and a 30/60/90-day adoption plan.
Martin Brennan and Jordan Vickery on growing Onside Accounting from a solo start-up in June 2021 to 38 remote staff: a cash runway first, the early hires, a simple engine and culture as a system.
Many accountants are still relying on notepads for client meetings, but a recent discussion reveals a shift towards digital solutions. From AI-powered transcription tools to specialised apps like Vinyl, discover how…
Jason Robinson and Rebecca Mihalic on keeping culture intact while a firm grows: hiring slowly, exiting decisively, written non-negotiables and metrics that make capacity a shared game.
Vipul Sheth and Eriona Bajrakurtaj on using outsourcing and podsourcing to win back partner time: picking the delivery model that fits, technology as the way in, and the culture that makes it work.
A beginner’s guide to Web3 for accountants: what public blockchains and digital assets mean in accounting terms, why clients may already be using them, and how to start learning.
Paul Murray of AccountKit on marginal gains in a practice: small, regular fixes to how the firm uses the tools it already has, and a habit of continuous improvement that compounds.
AI answer engines mostly search the web first and then summarise what they find, so a firm they never name is usually a firm their search step never surfaced or could not corroborate. This guide explains how ChatGPT,…
At The Firm's Growth Club Summit in mid-2025, Michael Wood explained why AI's shift from deterministic to probabilistic software outpaces earlier tech waves. He set out four labels for AI products, how to build the…
Intuit’s Jared Brintz on putting AI to work in a small practice: an eight-step prompt framework, four demos you can copy, and what to do with the hours it frees up.
Navigating the first year of running an accounting firm can be daunting, especially when considering hiring your first employee. This article outlines essential revenue benchmarks and red flags to watch for, ensuring…
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