Meet “The Balanced CPA” Who Doubled His Client Base While Improving Work-Life Balance
Most CPAs think they have to choose: either build a successful practice or have a personal life. Nick Boscia, CPA, EA proved that’s wrong.
Five years ago, Nick was drowning in his family’s 45-year-old accounting firm. Manual bank statements, unsecured client emails, paper files everywhere. Vacations? They weren’t even on the radar because of the endless work.
Today? His firm serves 1,800+ clients (up from 700), has over 600 five-star Google reviews, and runs so smoothly he can take 10 vacations a year without missing a beat.
In This Free Guide, You’ll Discover:
- The “win-win-win” rule that guides every decision Nick makes
- How one simple technology change allowed his firm to double its client base without burning out
- The “Five Worst Clients” strategy that boosted team morale and freed up capacity for better clients
- Why billing in November instead of April saved countless hours and awkward money conversations
- The exact tech stack Nick uses to run a modern, efficient firm (with discount codes included)
- How to define what “balance” means for you…whether that’s 10 vacations or making it to your kid’s soccer games
Nick’s team is happier, his clients are more satisfied, and he actually has a life outside of tax season. The best part? Every strategy in this guide has been tested in the real world of a growing accounting practice.