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Happy Frye-Day! ✦

Notes
from the
field.

Sales, operations, and growth for accounting firm owners — from a CPA who has built, sold, and scaled practices. Every Friday. Free.

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Luke Frye, CPA Every Friday Free Salt Lake City, UT

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✦ Past Issues 7 issues

Q2 debrief: conferences, Salt Lake City, and what I'm focused on for H2.

Three conferences, a move to Salt Lake City, and what Luke is building toward in the second half of the year.

Ops before growth. Fix the work before you sell more of it.

Most accounting firms don't have a sales problem. They have an ops problem — and no amount of new clients fixes it.

Scaling New Heights, round two.

My second Scaling New Heights, in Orlando. A Power Breakfast on AI replacing offshoring, a main stage shoutout from my old boss, and a stop in Greensboro on the way home.

The SALES conversation most accountants avoid.

Every accountant is already doing sales. The ones hitting their numbers just have a system around it — and it starts with a CRM.

Vegas, tax automation, and dinner at Delilah

First time at AICPA Engage as Canopy's Accountant in Residence. Tax Workflow Automation dominated the floor, Loper Bright changed the conversation, and two dinners I won't forget.

The Growth Trifecta & Seeing You in Vegas

Three non-negotiable pillars for any modern firm looking to scale without losing their mind: CRM, call recording, and upfront subscriptions.

The June 15 opportunity most firms are ignoring

Q2 estimated tax deadline is here. If you haven't offered clients a way to engage around June 15, you're leaving money on the table.

Luke Frye, CPA

About the author

Luke Frye, CPA

"I started this newsletter because the stuff that actually moved the needle at Bench, Pilot, and Canopy never made it into any accounting course I took. These are the notes I wish I'd had."

First accountant at Bench.co (0 to 3,000 clients). Built a $500K ARR tax practice from scratch. First AE at Pilot.com to break $40K MRR. Now Accountant in Residence at Canopy — helping accounting firm owners borrow the sales discipline that scaled venture-backed fintech. Based in Salt Lake City, UT.

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