Running a firm is lonely at the top. You’re making judgment calls on growth, strategy, AI, and offshoring with few other firm owners to gut check it with.
The Accounting CEO Roundtable puts you in a small, curated room of firm owners like you facing the same decisions. If you’re working on a hard problem and want to pressure-test how other firm owners think, this is for you.
Sit with owners at your scale and find out where you are ahead, where you are behind, and where you are on track.
Walk away with actions and solutions to improve your firm.
A closed, private group you get to know well, built for radical candor and confidentiality.
We match you with firm owners with similar models and maturity, so the conversation is relevant.
"It probably saved me 18 months and $150,000 of mistakes at a minimum."
— Anshul Chawla, Chawla & Chawla, PC
"The Roundtable has been great. I've really found a lot of value in participating. I really like the structure and discipline that you enforce, and how you've curated firms in a certain size range."
"This group that you curated is at and/or ahead of my firm. That's been refreshing as I feel I am contributing and learning at the same time."
"The most valuable part has not been any single tactic, it has been calibration. Sitting with other owners at similar scale told me which of my problems are actually mine and which are structural to firms our size."
"It's been valuable from a human-relationship perspective — seeing what makes other owners tick, what is stressing them, and where there may be opportunities for mutual growth."
"Enjoyed the program, and would do it again!"
Founders, CEOs, and managing partners of an accounting, tax, or advisory firm.
Matched by firm model (CAS vs. tax/compliance) and maturity, so the room fits your reality.
One deep-dive topic and/or one member's problem, worked in depth.
Intentionally tight, so everyone gets real airtime.
You’ll be given reflection questions to consider in advance, a facilitated format in the session to encourage participation, and leave with clear takeaways.
You’ll be paired with a fellow CEO in between sessions to foster relationships and deepen your connections.
We ask owners to open up about their firms. What's said in the room stays in the room. No recording by default; sessions are only recorded if your group unanimously agrees.
Share specifics where you can: real numbers, tactics, and examples from your firm. Give more than you ask.
Come present and at your desk. This is a room to participate in, not to “dial in and listen off camera.”
There’s an expectation of attendance to keep brainpower and trust high. Miss 1 session? No questions asked. Miss 2 sessions? We should talk about it.
We’ll choose the topics within your group to ensure the topics are highly-specific and relevant to your firm.
Here’s are examples of topics from past cohorts:
The role of CEO and scaling your team
AI in practice: things we're actually building
Growth engine beyond the founder and referrals
Pricing strategy & ICPs
Org structure, roles, and capacity planning
Founder succession & the role of COO / Director of Operations
Managing client expectations around AI
Future-proofing the firm (and profession)
Seats are limited and cohorts are curated by hand. If you want a room of peers who will pressure-test your thinking and hold your commitments, apply below and we'll find the right fit for you.