FIRM GROWTH FORUM EAST 2026 Featured Sessions
Firm Growth Forum East brought the conversations shaping the next stage of accounting firm growth to the East Coast.
In its inaugural year, Accounting Today’s research-driven event brought together firm leaders and industry experts to tackle the real challenges of scaling—from technology and talent to service expansion, client strategy and leadership.
Built on proprietary Accounting Today research and grounded in the experiences of firms actively navigating growth, the conversations went beyond theory to focus on what’s working now—and what firms need to think about next.
Watch highlights and insights from Firm Growth Forum East.
Capacity constraints remain one of the biggest barriers to growth. This closing session explored how firms are developing integrated workforce strategies that balance hiring, outsourcing, and automation. Attendees learned how leading firms are leveraging AI, offshore talent, and smarter staffing models to increase capacity, improve efficiency, and support long-term scalability.
As firms evolve beyond compliance, determining the right mix of services is critical to growth. This session examined how firms are expanding into higher-value offerings like advisory and CAS, aligning services to client needs, and building scalable delivery models. Attendees learned how to prioritize, package, and deliver services that drive both client impact and firm profitability.
Not all growth is good growth. This session explored 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, attendees learned how a focused client strategy can drive stronger margins, better experiences, and more sustainable growth.
