Everything You Need to Scale Your Accounting Business
A practical walkthrough of the technology a growing bookkeeping or accounting firm needs to add people, serve clients remotely, and protect sensitive financial data.
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We’ll email you the joining details for Friday, October 30 at 1:00 p.m. Pacific Time.
- Built for bookkeeping and accounting firms with up to 25 staff
- Practical guidance without unnecessary technical jargon
- A phased roadmap you can use as your team grows
What you'll take away
- A clear picture of the users, devices, cloud services, and support a growing firm actually needs.
- Where Microsoft 365, remote access, file sharing, and device management fit into a modern setup.
- The security and backup basics that protect client financial data without slowing down the team.
- A practical roadmap for upgrading in stages instead of replacing everything at once.
If your firm is adding clients and staff, technology can either make that growth easier or turn every new hire into another workaround. This live session is designed for startup, growing, and scaling bookkeeping and accounting firms with teams of up to 25 people.
In 30–60 minutes, we will map out a sensible modern-day setup: what you need now, what can wait, and how the pieces should work together. The session will stay practical and business-focused, with no unnecessary technical jargon.
Who this webinar is for
This session is for owners, partners, office managers, and operations leads at bookkeeping and accounting firms that are hiring, moving away from an informal setup, supporting remote staff, or questioning whether their current technology will keep up with the next stage of growth.
You do not need an IT background. The goal is to give you a useful framework for making better decisions and asking better questions.
What we will cover
A remote-ready workplace
How to give staff secure, reliable access to the files, applications, and conversations they need—whether they work in the office, at home, or between the two. We will cover Microsoft 365 migrations, email, Teams, OneDrive, SharePoint, permissions, and a consistent onboarding and offboarding process.
Users, devices, servers, and networks
How user accounts, laptops, desktops, mobile devices, office networks, and any remaining servers fit together. We will also look at when cloud services can replace older infrastructure, when a server may still make sense, and how device management keeps company data under control.
Security and business continuity
The baseline protections an accounting firm should have around sensitive financial data: multi-factor authentication, email protection, managed devices, security monitoring, tested backups, and a recovery plan that is more than a checkbox.
Cloud services and phone systems
How to avoid a patchwork of disconnected subscriptions as the firm grows. We will cover the role of cloud applications, file and data backups, business phone systems, and ongoing managed IT support in keeping the whole environment dependable.
What you will leave with
You will leave with a straightforward picture of what a well-run 5-, 10-, or 25-person accounting firm’s technology can look like, the gaps worth fixing first, and which improvements can be phased in as your team grows.
The webinar runs live on Friday, October 30, 2026 at 1:00 p.m. Pacific Time. Register now and we will send the joining details by email.