The Blueprint For Growth
It's the inaugural East Coast edition of Accounting Today's Firm Growth Forum, built from their own research into what's actually driving growth at firms below the Top 100. If you're thinking about what scalable really looks like for your accounting firm, this is the conversation.

Akshay Jain
CEO & MD, DNA Growth
A thought leader helping boutique CPA firms and CFOs grow and expand their service offerings. Come meet me at Firm Growth Forum East, in person or virtually.
Connect on LinkedInThe accounting firms growing fastest right now aren't doing more.
They're structured better. Advisory-led. Outsourced delivery. Right-sized capacity that doesn't collapse under scale.
DNA Growth partners with CPA firms to build exactly that. Akshay Jain, CEO & MD, will be at Firm Growth Forum East for firm owners done playing defense.
From Our BlogWhy We're at Firm Growth Forum EastAccounting Today's own Blueprint For Growth research backs it up: the firms outpacing their peers build leverage through staffing, automation, and outsourcing, not headcount.
Even the forum's own keynote speaker agrees on the caliber of the room: Joe Woodard, CEO of Woodard, has called it “one of the best conferences in the country.”
What that looks like
What 20 minutes covers
On The 2026 Agenda
The Blueprint for Growth: Inside the Strategies Powering High-Performing Firms
Lisa Myers, Boyer & Ritter · Jonathan Priestley, IRIS Software
The keynote research session. We help firms turn findings like these into an actual operating model, not just a slide.
Designing a Scalable Advisory and CAS Strategy
David Bundy, Dean Dorton · Nathen McEown, Whitley Penn
This is FP&A and CAS build-out, day to day, which is exactly what our team stands up for firms.
Technology as Strategy: Powering Growth Through the Right Stack
Samantha Bowling, GWCPA · Waseem Daher, Pilot · Lucia Valenzuela, James Moore & Co.
Maps directly to our AI & Automation practice: workflow automation and tech-stack modernization.
The New Workforce Model: Balancing Talent, Tech, and Outsourcing
Jamie Ellis, Katz, Sapper & Miller · Rebekah Olson, Maryland Association of CPAs (MACPA) · Kristen Rampe, Rosenberg Associates
Our core lane: right-sized offshore capacity without a hiring cycle.
Higher margins from advisory-led delivery
Faster month-end close per client, on average
More client capacity without adding headcount
No. It's a working conversation about your firm's delivery model and where margin is leaking. No deck, no pressure.
We're in DC through Sept 25, so we can find another window, or set up a virtual call instead. Same conversation, no travel needed.
Small and mid-sized accounting firm owners and partners who want to scale through leverage (advisory-led delivery and right-sized capacity), not by just adding headcount.
DNA Growth partners with CPA firms on advisory-led delivery and right-sized offshore capacity. Straightforward work, real results.