Blog Library
IT Insights Grounded in Real-World Experience and Industry Context
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A Practical AI Timeline for CPA Firms During Busy Season
When CPA firms struggle with AI during busy season, it’s rarely because the technology failed. More often, decisions were made too late, under too much pressure, or without clear ownership.…
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AI Mistakes and Guardrails Every CPA Firm Needs During Busy Season
Once AI is in use, even in limited ways, the conversation shifts quickly. It is no longer about whether AI can help. It is about how easily it can create…
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Where AI Can Actually Help CPA Firms During Busy Season
Once firms align on why AI needs a different approach during busy season, the next question is inevitable. Where can it actually help? The answer is not everywhere, and that’s…
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How Netgain Helped Aldrich Stabilize, Scale and Strengthen IT for Growth
When Dave Harris joined the Aldrich group of companies, the firm’s systems were going down for hours during Aldrich CPAs + Advisors’ tax busy season, and frustration was running high.…
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Top Five IT Priorities CPA Firms Should Tackle Before Busy Season
Busy season has a way of exposing every weakness in your IT environment. Systems that feel “mostly fine” in the fall can quickly become bottlenecks once deadlines compress, hours extend…
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From Curiosity to Client Value: What CPA Firm Leaders Need to Know About AI
AI has moved from an abstract concept to a daily reality inside CPA firms. The challenge is no longer whether firms should pay attention, but how they do so without…
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How Netgain Helped AAFCPAs Build a Scalable, Secure IT Foundation
When AAFCPAs’ on-premises systems began to show their age, CIO Peter Sebilian faced a choice that would define the firm’s next decade. The 160-person accounting and advisory firm was growing…
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The CPA Roll-Up’s AI Window, Part 3: Making the Multiple: The AI Playbook for PE-Backed CPA Platforms
You’ve seen why AI is the catalyst and why the window is still open. Now it’s time to quantify the payoff and show how to capture it. Private equity sponsors…
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Boomer Tech Circles November Recap: Strategy, AI and a Very Good Steak
The November 2025 Boomer Technology Circles brought together CPA firm leaders who are shaping how their organizations use technology to drive strategy. Across two days in Kansas City, one theme…
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The CPA Roll-Up’s AI Window, Part 2: The AI Arbitrage – Why the Window Hasn’t Closed (Yet)
If AI is the catalyst for the next breakout accounting platform, why hasn’t anyone built the unicorn yet? After dozens of private equity deals since 2020 and nearly every firm…
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Driving Enhanced Exit Multiples in CPA Roll-Ups: How Tech Integration Impacts IRR and Mitigates Deal Risks
Executive Summary The Pace of Consolidation Is Only Increasing PE-backed consolidation in the accounting profession is accelerating, with platforms acquiring regional and niche CPA firms at an unprecedented pace. But…
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The CPA Roll-Up’s AI Window, Part 1: The Window Is Open – For Now
Private equity firms have poured billions into accounting roll-ups, chasing the industry’s long-promised “unicorn.” Yet despite 90-plus transactions since 2020, no platform has broken out. The next 24 to 60…
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