Guides for US Accounting Firm Owners
These guides cover the operational side of running a US accounting firm: cost structure, process and workflow design, practical and safe use of AI, and growth. They are written from the perspective of someone running a firm, with estimates clearly labeled and no invented statistics.
These guides cover the operational side of running a US accounting firm: cost structure, process and workflow design, practical and safe use of AI, and growth. They are written from the perspective of someone running a firm, with estimates clearly labeled and no invented statistics.
Last updated: September 2026
All guides
The Cost of Running an Accounting Firm in the US
What it costs to run a US accounting firm: staff, software, insurance, licensing, premises and marketing.
Accounting Firm Operations: How to Run the Work, Not Just Do It
A practical guide to accounting firm operations: process design, workflow stages, internal due dates, capacity planning.
AI in Accounting Firms: A Practical Guide for US Firm Owners
How US accounting firms can use AI safely: realistic use cases, client confidentiality and data rules, a simple firm AI policy.
Growing an Accounting Firm Without Breaking It
A practical guide to growing a US accounting firm: pricing, service mix, capacity before headcount, hiring.
Best accounting practice management software
An honest roundup of eight platforms used by US firms, including where Remindoo is the wrong choice.
Who writes these
Remindoo is built and run by a practicing chartered accountant who owns a 40-person firm, so these guides describe decisions we have had to make ourselves rather than a vendor's view of the profession.
Where a figure would be useful but we do not have a defensible source, we describe the mechanism and leave the number out. Cost ranges are labeled as estimates. Licensing, IRS and state rules change, so confirm anything regulatory with your state board or the IRS before acting.
Free templates too
Engagement letters, onboarding checklists, workflow and capacity planning documents, all readable on the page.
Frequently asked questions
Are the cost figures in these guides quotes?
No. Every range is a planning estimate to model against. Replace each one with your own vendor, broker and state board figures before making a decision.
Do these guides give tax or legal advice?
No. They describe how firms typically operate. Confirm licensing and IRS matters with your state board or the IRS, and legal documents with your own counsel.
How often are they updated?
Each guide carries a last-updated date; the current set was reviewed in September 2026.
See the system behind the guides
Thirty minutes, one service you run repeatedly, walked through end to end.