GrowthLab Financial Services

03/16/2026

AI is changing accounting but it’s not replacing accountants. In fact, it’s doing the opposite.

As AI handles more routine work, accountants have a bigger opportunity to step into what customers actually value: insight, guidance, and strategic direction.

The firms that stay indispensable won’t just deliver cleaner books. They’ll deliver clarity on what to do next.

Our latest blog explores how accountants can turn Client Advisory Services into a repeatable system that builds trust and drives real business decisions.

Read more here:
https://bit.ly/46Jwffe

03/09/2026

Are accountants becoming obsolete in the age of AI?

Not even close... but the role is changing fast.

As automation compresses the cost of routine accounting work, the real value of the profession is shifting toward guidance, judgment, and decision support.

In our newest blog, we explain why Client Advisory Services (CAS) should be treated like a structured system, not just occasional advice.

We discuss:
✔ A repeatable CAS workflow
✔ The 4 questions we ask clients every month
✔ How accounting firms can stay indispensable in an AI world

03/09/2026

Are accountants becoming obsolete in the age of AI?

Not even close... but the role is changing fast.

As automation compresses the cost of routine accounting work, the real value of the profession is shifting toward guidance, judgment, and decision support.

In our newest blog, we explain why Client Advisory Services (CAS) should be treated like a structured system, not just occasional advice.

We discuss:
✔ A repeatable CAS workflow
✔ The 4 questions we ask clients every month
✔ How accounting firms can stay indispensable in an AI world

Watch the teaser and read the full article here:
https://bit.ly/46Jwffe

06/03/2025

Downloadable HR Monthly Checklist + Progress Tracker!!

For scaling businesses, having structured HR is critical. It ensures you’re not just reacting to needs, but planning for what’s next. Regulatory changes, payroll deadlines, or culture-driving initiatives, our HR calendar brings clarity and consistency to your internal operations.

Let this be your roadmap for building a people-first, finance-aligned foundation in 2025.

06/03/2025

🤔Thinking about scaling your service-based business? Before you make your next hire, it’s critical to understand your contribution margin and how step costs affect your cash flow.

📊 These financial fundamentals help answer key growth questions:

Are you profitable before overhead?

Do you have the margin to support a new team member?

How do you plan for the lumpy expenses that come with growth?

02/14/2025

Of course we had to hop on the 'Roses are Red, Violets are Blue' poem trend 🌹

01/16/2025

The new future of finance-as-a-service is focused on AI and automation.

This is the new web development era of the 90's and "there's an app for that" of the 2000's.

2025 starts the decade of the AI Automation.

We have a goal of 2 AI Agents in Q1... our STRMS.io Team is planning some cool stuff for you - the CFO and Controllers!! 🙃

Send a message to learn more

10/27/2024

10/27/2024

The accounting industry is experiencing rapid transformation, driven by outside capital and advancements in AI and automation—most notably due to impact and size from companies like Intuit and Xero. While many accountants, bookkeepers, and CPAs may view these changes with skepticism, disruption is...

09/16/2024

One of the most significant advantages of Intuit QuickBooks is its extremely versatile API, which allows seamless integration with various platforms.

In short, the API is code that allows you to connect two different platforms and sync (or move) data seamlessly. By leveraging the QBO API, businesses can create custom automations that enhance functionality and improve efficiency without the need to switch to more expensive systems like NetSuite.

Read more about Extending Your QBO Lifespan with Integrated Automations: https://shorturl.at/5SXLN

By leveraging the QBO API for custom automations, accounting firms can provide their clients with extended use of QuickBooks, avoiding the high costs, complexity, and talent risk of switching to NetSuite.