Tips to Fuel Growth in Your Practice in 2026

Today is all about growth, and when most people think of growth, including, if you’ve ever listened to our podcast, we always say growth is profit. However, growth is also more than that. It doesn’t always have to be about profit. We’re big on lifestyle businesses. We’re big on trying to figure out how your business delivers the kind of, you know, income, peace of mind, whatever it is that you personally want. So if your business isn’t currently delivering those things to you, that could be your growth this year, could be peace of mind.

– Dan Osborne, Director at CATS Accountants and Financial Planning

I look at this on how many little 1% improvements can I get across the business. You know, a 1% improvement to profit can be great. A 1% improvement to, like my team, delivery quality. You know, how we’re growing as a business and those methods. And then, you know, also if I’m looking after the staff engagement properly and looking after our tech properly. So are we continually making those little 1% improvements?

– Tyler Caskey, Partner at The Bean Counters

A practical conversation on how accounting firms can grow through better systems, small efficiency improvements and intentional technology adoption, including AI, automation and advisory insights.

Panellists are Tyler Caskey, Dan Osbourne and Heather Smith, hosted by John Munden. Presented by Cloudoffis.

Cloudoffis is an Australian cloud-based platform that helps accountants and auditors streamline SMSF audits, tax workpapers and compliance workflows.

Accounting firms are entering a new phase of growth where success is no longer measured only by revenue. In this discussion, we explore how modern practices are improving profitability, efficiency and lifestyle outcomes through smarter systems and technology adoption.

The panel shares practical advice on reviewing your tech stack, identifying pain points and adopting automation that removes administrative tasks rather than replacing professional judgement. AI is already transforming workflows through data analysis, receipt capture, executive summaries and financial insights.

Importantly, the conversation also highlights the need for clear AI policies, strong client data protection and thoughtful implementation. As accounting technology continues to evolve, firms that focus on small improvements, better systems and intentional growth will be well positioned for the future.

Apps & Tools Mentioned: Cloudoffis, Excel, Google Meet, Zoom, Xero, Hubdoc, Dext, Wheel, JAX, ChatGPT, Microsoft Copilot, Power BI, Intuit

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