The best advice doesn’t come from search engines.
It comes from people who’ve been there, accountants doing the same work with the same challenges, or those already where you want to be.
Community matters more than ever, because they let you into more than just results.
You get to learn from the process: what worked, what didn’t, and what to try next. They give you access to insights, tools, and support you won’t find in webinars or product docs.
Here’s why we believe in them:
If you want to stay sharp in 2025 and ahead in the years beyond, we think that staying connected is the way to do that.
Below are some of the best communities we’ve found. Ones we trust, have joined in, or hear great things about from the firms we’re working with.
For: Anyone using AI or automation in accounting.
A no-pitch zone packed with pros solving real problems. You’ll find inspiration, ideas, and challenges that make you better at building with tech.
Why we picked it: It’s where real accountants share how they’re actually using AI and automation. Zero faff, just ideas you can test today from one of the best voices in AI and Accounting.
What you’ll see: Members sharing Zapier and ChatGPT workflows that shaved hours off their month-end close. One recent post walked through how a solo firm owner fully automated client onboarding, from emails to calendar invites.
For: Firm owners who want depth and direction.
Small group masterminds, AMAs, coaching, and book clubs. No vendors, no distractions.
Why we picked it: This is where firm owners go to level up. High-quality discussion, high-context advice and zero vendor noise. Jason does an exceptional job, if you haven’t seen his YouTube videos or this post about how to build your dream tech stack, give his content some time.
What you’ll see: Posts like “How I doubled my firm’s revenue with half the clients” or deep dives into hiring offshore teams. Realize is where accountants talk strategy and long-term moves, not just quick fixes.
For: Bookkeepers who want to collaborate with CPAs.
Learn how to prep tax-ready books and build stronger client relationships with direct access to tax pros.
Why we picked it: Because it bridges the gap between bookkeepers and CPAs. You learn how to do better work and build better partnerships.
What you’ll see: A bookkeeper asking how to prep for a CPA handoff and getting a full checklist from someone who’s done it 100 times. It’s helpful, not intimidating.
For: Bookkeepers at any stage
Supportive, resource-rich, and built to help you grow your business with confidence.
Why we picked it: It’s one of the most supportive spaces for bookkeepers, with the kind of practical, uplifting advice you wish you had from day one.
What you’ll see: New bookkeepers asking about pricing their first client and seasoned pros responding with scripts and spreadsheets. Podcast episodes often spark big threads too.
For: Firm owners ready to challenge the status quo.
Focused on modernizing the profession and thinking differently about how accounting firms run.
Why we picked it: This group isn’t afraid to challenge the status quo. If you’re tired of the old way of doing things, you’ll feel right at home.
What you’ll see: Honest conversations like “We turned off billable hours, here’s what happened.” It’s for accountants who want to build smarter, not just faster.
For: Pros who want mentorship and momentum.
Live coaching, KPI deep-dives, and real peer feedback. Especially valuable for solo firm leaders working toward growth.
Why we picked it: You get straight-up advice from people who’ve done it before which is exactly what learning through community is all about.
What you’ll see: Discussions around how to track team productivity or manage offshore hires, with real examples and feedback from others doing the same.
For: Accountants looking to grow without burnout.
A tactical community focused on virtual firm building, lead generation, and premium pricing.
Why we picked it: It’s all about growing smarter and not burning out. You’ll get tactical tools, not just motivational quotes that help you grasp the entrepreneurial and growth mindset, then put it into practice.
What you’ll see: Lots of “just signed my biggest client” moments along with the exact email or strategy that made it happen.
For: Women building bookkeeping firms
Supportive and growth-minded, this space blends professional progress with community connection.
Why we picked it: It’s a rare mix of strategy and support, especially for women who are building something of their own.
What you’ll see:
A mix of business wins and personal milestones like “just hit $10K/month” or “finally took a vacation.”
For: Leaders of modern CPA firms.
An invite-only peer group for firm owners who want smarter benchmarks, decisions, and direction.
Why we picked it: This group gives you access to how top firms operate, in an exclusive and intentional environment. If you want to lead with clarity, this is where you get it. Great things are being said online about this one.
What you’ll see: Behind-the-scenes intel on what top firms are spending on tech, hiring, and marketing.
For: Bookkeepers building profitable, flexible businesses.
Ideal for early-stage or scaling pros who want tactical support and mindset growth.
Why we picked it: If you want to build a business that fits your life, this is where to find how to do it. These women have also built a powerfully intentional space that’s practical, empowering and honest.
What you’ll see: Discussions around raising prices, setting boundaries, and transitioning from solo to team.
For: Anyone using QBO.
Quick answers, tips, and tools from people deep in the product. If QuickBooks is part of your stack, this is a must.
Why we picked it: Because most firms touch QBO, and this is where you’ll get real answers fast—from other users and from the source.
What you’ll see: Questions like “Where do I find this report?” mixed with automation ideas using QuickBooks and Zapier. Lots of product news and tips too.
For: Firms using Xero.
Built-in feedback loop, smart users, and real-time troubleshooting. Plus, direct input into Xero’s roadmap.
Why we picked it: If you’re a Xero firm, this is where you go to solve problems, request features, and connect with power users.
What you’ll see: Bug troubleshooting, best practices for reconciliation, and feature requests directly visible to the Xero team.
For: Tax professionals who want depth and discussion.
This one’s for the technical crowd. If you’re serious about tax, this forum is active, helpful, and full of sharp advice.
Why we picked it: It’s one of the best places to get real-world, technical tax advice from people who’ve been through it.
What you’ll see: In-depth threads about ERTC audits, tricky filing cases, and nuanced IRS guidance.
For: Firm owners and pros focused on scaling with process.
Run by Financial Cents and focused on workflows that work.
Why we picked it: You don’t just talk about workflows—you actually get templates, courses, and tools to fix them. One of the best vendor communities around.
What you’ll see: One member shared how they automated onboarding and saved eight hours a week. There’s a constant flow of useful templates and SOPs.
For: Accountants who want deep, focused conversations.
No sales pitches, no noise. Just curated peer-led roundtables with real discussions about growth, tech, and everything in between.
Why we picked it: This community is small by design, which means deeper conversations and more meaningful support.
What you’ll see: Discussion rooms on firm growth, hiring, and tools. One recent roundtable broke down a team structure change that doubled capacity.
For: Anyone in accounting
One of the largest forums covering everything from tax to exams. Great for general questions and casual peer support.
What you’ll see: Everything from software questions to career advice. One of the most open spaces for all levels.
For: Everyone
The most active accounting forum on the internet. From CPA exam tips to wild client stories, this one’s got it all.
What you’ll see: A blend of job advice, CPA memes, client horror stories, and tech debates. Very active and very honest.
Joining a community is easy. Showing up, asking questions, and sharing what you know is when progress turns into something powerful.
Whether you’re growing your firm, learning AI tools or figuring out pricing for the tenth time, the people in these communities will help you move faster and with more confidence.
In this AI moment moving fast but with intention is how you accelerate gains and in the right direction.
“Surround yourself with people who remind you more of your future than your past.” — Dan Sullivan
Know a great community we missed? Message us on LinkedIn or drop us a line.
We’d love to learn about it and share it with others.