top of page

Explore Tools, Stories, and Real-World Strategies to Build a Better Firm

From burnout recovery to workflow hacks, everything I share is built on real experiences scaling a values-aligned firm.

Build a firm that Funds your Life 

Unbalanced welcomes The Balanced CPA -  raw conversation about transforming a legacy family firm into a modern, sustainable practice—and why balance isn’t a finish line but a daily recalibration.  

image001 (3)_edited.jpg

One Big Beautiful Bill

The Act, signed into law on July 4, 2025, made permanent some of the individual tax cuts from the 2017 Tax Cuts and Jobs Act, and introduces new, temporary deductions for tips, overtime pay, car loan interest, and other areas. 

Screenshot 2025-09-15 214248.jpg SNAP.jpg

TheBalancedCPA E-Book

How I built a thriving firm, earned loyal clients, and created a balanced life (and how you can too).

Screenshot 2025-10-08 194714.jpg

Credit Cards, Cash Flow & Control: Unlocking the Hidden Power in Your Wallet

Think credit cards are risky for your business? Think again. In this eye-opening session, Nick Boscia, CPA, TheBalancedCPA, debunks common credit card myths and shows business owners how to turn everyday spending into a growth strategy.

Screenshot 2025-08-28 214614.jpg

AI Advantage: Strategies for the Modern Tax & Accounting Firm

Artificial Intelligence (AI) is rapidly reshaping how firms operate, pushing the tax and accounting industry to an inflection point. Have you been grappling with how and when to best incorporate it into your practice?

ChatGPT Image Aug 28, 2025, 09_43_17 PM.png

TheBalancedCPA Takes the Stage at Bridging the Gap Conference

When I walked the halls of Bridging the Gap 2024, TheBalancedCPA was still just a spark—an idea I believed in deeply but hadn’t yet shared with the world.

IMG_7960_edited_edited.jpg

Transforming Accounting Practices with Technology

Traditional models are no longer sustainable for firms that want to grow without burning out. At the 2025 NJCPA Convention, I had the honor of presenting “Transforming Accounting Practices with Technology,”

IMG_0669.jpg

Tax Tales - Horror Stories and Solutions with Caleb Jenkins

From losing vital access to client documents to navigating security risks, their stories are relatable and educational. Rather than just offering theoretical solutions, they will share practical insights that led to transformative changes within their practices.

Tax Tales Graphic.jpg

Intuit V-Con Elevate: Navigating New Horizons: Modernizing Your Firm Through Technology 

Learn how to transition your firm from outdated systems and go all-in on tech and automation.

Screenshot 2025-08-18 195626.jpg

Unique CPA Podcast with Randy Crabtree 

They talk about setting boundaries, putting your team first, and using automation to build a better business and a better life.


If you're feeling overwhelmed, this episode is your reminder: work smarter, not harder.

Screenshot 2025-08-18 194942.jpg CHRISTINE.jpg

Practical uses of AI for Productivity & Client Work

AI is changing the way accounting firms work—and that’s a good thing. In a recent panel, I joined Randy Hughes to share how we’re using AI tools to save time, improve client communication, and make our firms more efficient.

image001 (2).png

The Accounting Athlete: Balancing Energy for Peak Mental Performance 

Your firm’s success doesn’t depend on how many hours you work – it depends on how clearly you think. In this high-impact session, you’ll learn how to manage energy like an elite athlete to avoid burnout, sharpen decision-making, and build long-term mental resilience.

Accounting Athlete photo with Anchor.jpg

Pricing, Tech & Hiring Strategies 

How do you take a small family accounting firm and turn it into a $1.3M powerhouse—without working 80-hour weeks? 

Screenshot 2025-06-09 210013.jpg

5 ways to Prep Students for a Results-Driven Profession

As technology and AI reshape the field, a growing disconnect between traditional academic training and real-world needs has emerged.

Screenshot 2025-01-22 211832.png

2025 Personal & Business Tax Returns Workflow Reset 

Start your 2025 tax season strong! This session provides step-by-step strategies to enhance your workflows for both personal and business tax returns. 

Screenshot 2025-01-22 211142.png

Fighting Perfection, & Finding The Balance 

​The journey of balancing work, life, and everything in between. Lessons learned from navigating a family legacy in accounting. Scaling a firm, implementing fair client pricing, and embracing change. Staying focused on growth while maintaining balance as a CPA.

Boscia & Boscia July 2022 EDITED-31.jpg

Work-life Balance for Accountants: 7 Strategies to Achieve Well-Being and Success

How can accountants strike a balance between a successful career and personal well-being? In this article, we’ll find out.

abc9fd_b504484547bf4f5693dd58a6d8366bf1~mv2.png

Streamlining Workflow Best Practices for Accounting Firms

Learn how to implement effective workflow strategies that save time and support your firm's growth.

abc9fd_9fac285b264846dcb64f49b4e17c4234~mv2.png

UnAccountable LIVE! - The Thanksgiving Throwdown!

This webinar is for firm owners, account mangers, or any accounting professional with aspirations of growth in their career and a desire to stay up to date on the pulse of the accounting industry.

abc9fd_049f6158365a4416b9f1a7abd0e7a700~mv2.png

"Taxing Times: Navigating the Future of CPA Firms in an AI World"

This immersive experience is designed for professionals looking to explore the intersection of artificial intelligence and tax firms.

abc9fd_92f487b8941347969e1f47c0a129d6da~mv2.jpg

Modernizing a legacy: How Boscia & Boscia PC evolved with family and technology

How Boscia & Boscia PC evolved with family and technology.

Edited-45.jpg

Family Succession, Modernization, & Finding Balance with Nick Boscia

Nick joins the Big 4 Transparency Podcast and goes into detail on the initiatives he undertook to improve the firm operations and the impact of each change which now allow him to live a great lifestyle, incorporating fitness, travel and mindfulness into his life.

7198b8_0f464ec5c364427982d7a1a12298ccce~mv2.png

"We Doubled Our Client Base"

Boscia & Boscia’s SmartVault Success Story

abc9fd_7650a2010e56415eacc917ad2e1069c8~mv2.jpg

What To Consider When Building A Self-Sustaining Firm

Join Nick Boscia, CPA and Nick Sinclair, CEO of TOA Global as they discuss the significance of running a self-sustaining firm.

abc9fd_92308d0c8b934a558f3bea52714af8f3~mv2.png

How A Pricing Change Improved Profitability

Nick joined Jody Padar, the Radical CPA, and Heather Sperduto, the vice president of sales operations for the accountant channel at ADP, for a webinar discussing how pricing changes improves profitability! 🙌🏼

abc9fd_498f5eedb9364899a43c5f55c9cf5412~mv2.png

Practice Priorities For CPAs in 2024

Receive insight into strategies to help improve how your firm approaches these practice priorities. You will also receive information on how to implement your own tech and practice management tools.

abc9fd_acf5273944324956818563f593e08b2b~mv2.png

The Tools You Need to Build an Efficient Practice 

Join Nick Boscia, CPA and Adam Lean, host of The CFO Project as they talk about building efficiency in your practice.

Untitled design (3)_edited.jpg
bottom of page