Know whereyour practice is stuck.
Questions and self-audits for CPA firm owners.Nothing to sign up for, and nothing to buy.
Guides and templates
Buyer's guide
Evaluating AI tools for a tax firm
Twenty-six questions to put to any AI tool vendor: how much it covers, who is accountable for the output, what happens to client data, and how it fits. With a questionnaire to send and a pilot to run.
Self-audits
Scored in your browser. Your answers stay on your device unless you choose to contact us.
CPA Practice Pain Point Scorecard
Twenty-five statements across intake, review, pricing, knowledge and people. See which pain point is costing your practice most.
25 statements · about 5 minutes
Take the scorecardIntake Bottleneck Scorecard
Twenty-two statements about the stretch between “letter sent” and “ready to start.”
22 statements · about 5 minutes
Take the scorecardThe Practice Ledger
Practice economics for CPA firm owners: what the season actually cost, and where the margin goes. A newsletter by Nagesh Pabbisetty, founder of AccuMax. Subscribe on LinkedIn (opens in a new tab)
Issue 1
If you don't know where you are, a map won't help!
October 1, 2026
Twenty-three questions for a CPA practice owner to answer honestly after the extensions go out, across work dynamics, technology and business.
Read the issue
Issue 2
Twenty-two questions about the stretch between “letter sent” and “ready to start”
October 9, 2026
Twenty-two questions on the stretch between letter sent and ready to start: the clock, request, reminders, last document, handoff and cost.
Read the issueFrom LinkedIn
Short posts on how a CPA practice runs, from the founder of AccuMax.
September 25, 2026
Is AI in Accounting Practices for Real?
Part 1 of a series of down-to-earth posts on adopting AI in a CPA practice in phases, with people making the final call and AI as the copilot.
Read on LinkedIn (opens in a new tab)October 1, 2026
The two weeks after October 15 are the most valuable of your year
On the weeks after the extension deadline, and the questions worth answering while the season is fresh.
Read on LinkedIn (opens in a new tab)October 9, 2026
The Intake Bottleneck
On the stretch between “letter sent” and “ready to start,” where the season quietly slips. The full self-audit is in The Practice Ledger, issue 2.
Read on LinkedIn (opens in a new tab)Found the pain point? See the fix.
Each of the five has a page on how AccuMax's Agents take it on.
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