How I Doubled My Firm and Got My Life Back: A CPA’s Blueprint for Growth Without Burnout
Meet Nick Boscia, CPA, EA, Managing Partner of Boscia & Boscia PC and founder of The Balanced CPA. When Nick took over his family’s 45-year-old firm, he inherited decades of manual processes — handwritten bank statements, paper files, and clients emailing unsecured documents. His dad’s motto? “I’ve been doing this for 40 years. We’re not changing anything.”
But Nick and his brother ended up changing everything. He turned that paper-heavy, traditional practice into a thriving, modern firm that doubled its client base from 700 to 1,800+ while giving him the freedom to design the life he wanted.
In this on-demand webinar, Nick takes you behind the scenes of his complete transformation — from implementing his first piece of technology (and getting clients to actually use it), to building team buy-in for new processes, to creating systems so robust he can take 10+ vacations a year without worrying about things falling apart.
You’ll learn:
- The step-by-step milestones in Nick’s transformation, and how to replicate them in your firm
- How to overcome resistance to change (from both staff and clients) and turn skeptics into advocates
- The exact processes and technology stack that powers his self-sustaining firm
- The Balanced Firm Playbook for building a team, serving more clients, and protecting your own life outside work
Whether balance for you means more vacations, catching your kid’s baseball games, or just reclaiming your weekends, Nick’s story proves it’s possible.
