As firms face increasing pressure to grow without adding proportional headcount, accounting professionals are rethinking how technology, automation, and AI can create capacity, expand advisory services, and strengthen client relationships.
In this session, ADP’s Heather Sperduto will be joined by Dawn Brolin, CPA, CFE, CEO of Powerful Accounting, Inc., to share how firms are using AI-enabled workflows, automation, and data-driven insights to move beyond compliance work and create more strategic client engagements. Through real-world examples, attendees will learn how technology can help firms increase efficiency, address workforce challenges, improve service delivery, and position themselves for sustainable growth.
Pruitt Prep needed to make its bookkeeping practice more efficient while maintaining strong client service and margins. In this case study, Pruitt Prep and Digits will share how AI-powered automation helped the firm streamline statement collection, reconciliation, and transaction categorization. Hear how they approached implementation, lessons learned along the way, and the results—including reconciling 24 accounts in just a few hours and significantly reducing client follow-up.
As firms expand their Client Accounting and Advisory Services (CAAS) offerings, protecting client data becomes just as critical as delivering strategic advice. In this case study, Sassetti LLC shares how it built and scaled its CAAS practice while embedding security into every stage of the client experience. Supported by Rightworks, the firm implemented practical safeguards that strengthened operations without creating friction for staff or clients.
Attendees will learn how Sassetti LLC integrated security into everyday workflows through technologies such as multifactor authentication and device management, enabling the team to focus on client relationships instead of reactive risk management. The session will also demonstrate how firms don’t have to choose between growth and cybersecurity—and how a 50-person firm can deliver enterprise-grade protection that inspires client confidence while supporting long-term advisory growth.
As Managing Partner, Jessica provides strategic direction to the firm, oversees daily operations and employee development, and works with clients across various service lines. Her goal is to purposefully guide operations and employees to fulfill the firm’s objective of “Achieving exceptional results by engaging and empowering our people, our clients and our community.” She began her career at Sassetti in 2004 after graduating from college and worked her way up to partner. Today, she is the managing partner of the firm. She has worked in all areas of the firm but is currently focused on closely held businesses and not-for-profit organizations, providing compliance and advisory services on a range of issues that impact them. She also works closely with the Client Accounting and Advisory Services group, which provides accounting, CFO and technology solutions to a broad range of clients.
Mason leads Rightworks’ product strategy and execution to accelerate innovation and strengthen the company’s position as the leading intelligent cloud solutions provider for accounting professionals. He builds and scales high-performing product organizations that deliver customer-centric solutions, drive platform adoption and expansion, and advance the company’s long-term growth strategy in close partnership with engineering, customer success, sales, and marketing.
Prior to Rightworks, Mason served as General Manager, Small Business at CrashPlan, where he led the product vision and executed a multi-year strategy to simplify pricing, optimize product packaging, and position the company more competitively in the market. At Code42, he transformed a legacy software business into a SaaS operating model, while driving record ARR growth through new product expansion and cloud adoption. Mason has also held senior product leadership roles at Imation and Seagate Technology.
Growth places new demands on internal operations—and many firms struggle to keep up. In this interactive roundtable, attendees will exchange insights on building the management, marketing, HR, technological and other operational infrastructure needed to scale effectively. Discuss when to build vs. buy, how to create accountability across leadership, and what it takes to support sustained, strategic growth.
An exclusive dive into Accounting Today’s Blueprint for Growth research—an in-depth survey of firm leaders, including many of the profession’s Fastest-Growing Firms. This keynote will unpack the strategies, operating models, and decision frameworks that consistently separate high-performing firms from the rest of the market.
Drawing on proprietary data across service mix, client strategy, technology adoption, talent management, and firm operations, this session will highlight the key patterns driving sustained growth—and where firms are falling behind. Attendees will gain a clear, data-backed view of what it takes to scale efficiently in today’s evolving landscape.
More than just insights, this session will provide a practical roadmap for firm leaders looking to refine their growth strategy, prioritize investments, and align their organization around what actually drives performance.
Not all growth is good growth. This session will explore how leading firms define their ideal client profile—and build systems to attract, select, and retain the right relationships. From refining client selection criteria to improving onboarding and service delivery, learn how a focused client strategy can drive stronger margins, better experiences, and more sustainable growth.
As firms evolve beyond compliance, determining the right mix of services is critical to growth. This session will examine how firms are expanding into higher-value offerings like advisory and CAS, aligning services to client needs, and building scalable delivery models. Learn how to prioritize, package, and deliver services that drive both client impact and firm profitability.