Firm Growth Forum 2026

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Firm Growth Forum 2026

We will be attending Accounting Today’s Firm Growth Forum, the conference where CPA firm owners talk AI adoption, CAS expansion, and talent honestly, without the vendor spin.

About this event

Accounting Today’s Firm Growth Forum is an annual conference for CPA firm leaders, held May 19–20, 2026, at Mission Bay Resort in San Diego, California. During the two-day event, CPA firm owners, managing partners, and senior staff will be attending keynotes, panels, workshops, and roundtables on AI in accounting, CAS and advisory expansion, talent retention, and pricing strategy.

Why Meet Us At The Event

  • Outsourcing and CAS grow together.
    CPA Firms stepping into the advisory role need delivery capacity to be freed up. That’s where we come in: with our dedicated bookkeeping, tax prep, and payroll outsourcing services, we help your team focus on the client conversation, not the data entry.
  • The talent track is our track, too.
    Staffing shortages remain the top reason CPAs explore outsourcing. We’re here to talk about what a flexible delivery model actually looks like in practice and not the pitch version.
  • AI is changing what we do, not replacing it.
    We’re watching the AI sessions closely. Our hybrid model, trained staff, and advanced automation are already helping US firms reduce turnaround time. Come talk to us about where AI fits and where it doesn’t.
  • Same room, same problems
    Firm Growth Forum is where CPA owners talk plainly. We’ve been attending since 2024 because that’s the conversation we want to be in, not a trade floor, a peer discussion.

Let's meet in San Diego.

May 19–20, 2026 · Mission Bay Resort

Attendees:

Debbie Dane

Deborah Dane

VP - Strategic Account Management

Harsh Vardhan

Harsh Vardhan

Assistant General Manager, Business Development

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