What the Top Modern Bookkeeping Firms do Differently

This presentation unpacks insights from a recent global survey of the top modern firms, spotlighting the strategies that set these firms apart from the rest of the industry. Rather than chasing revenue for its own sake, modern firms focus on higher-value pricing, reduced workloads, and strong boundaries supported by effective delegation. Attendees will walk away with a data-backed understanding of what the best firms are doing differently and how to apply those lessons to build a more profitable, systematized, and balanced practice.

Event Speaker:

Ryan Lazanis

Ryan Lazanis, CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, Ryan started Future Firm which provides coaching, community and training to help accountants quickly scale a systematic firm of their own that improves their lifestyle. Ryan currently educates 10,000+ firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching program.

Event Category: Webinar

Event Date: January 19, 2026

Event Time: 1:00 PM - 2:00 PM (ET)

Delivery: Virtual

CPD Points: 1

Non-Member Registration Fee: Free

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