Lera Kooper

Lera is the Chief Operating Officer and Co-Owner of Accountability Services, an award-winning firm intent on helping others get more out of their business. As a nationally recognized entrepreneur and innovator, her mission is to be a thought leader in the modernization of firms. She employs a combination of systems, processes, technologies, and philosophies to best prepare her firm, as well as others across the industry, to deliver personalized, forward-looking client care at scale. By championing best practices in client onboarding, communication, scope management, and strategic planning, she empowers tax, CAS, and advisory teams to help owners get more out of their business.

Blogs

How to Align Strategy and Goals in Multi-Owner Accounting Firms

There are two types of leadership teams at multi-owner firms. One stalls growth with too many cooks in the kitchen. The other combines strengths to become a strategic force. You...

8/06/25 LEARN MORE

Blogs

Actionable Strategies for Cementing Your Company Culture

As an owner of a firm that was once three separate companies, the process of melding and reshaping our culture was a challenging but rewarding endeavor.

6/20/25 LEARN MORE

Blogs

Roadblocks and Solutions when Merging Firms

Whether you’re absorbing a smaller firm or teaming up with a like-minded owner who shares your vision for the future, merging CPA firms is an exciting journey lined with pitfalls...

5/28/25 LEARN MORE

Client Relationships

Getting Clients Excited to Sign Their Engagement Letter

If reminding clients to sign their engagement letter makes you feel like a dentist scheduling root canals, it may be time to rethink how you are selling the task.

4/09/25 LEARN MORE

Blogs

The 5 Biggest Surprises About Owning a CPA Firm

I love owning a CPA firm, but I’d be lying if I said everything about my world today is exactly as I expected it to be. Here are the 5 biggest surprises I’ve discovered (so far)...

3/26/25 LEARN MORE

Practice Management

Improving Work-Life Balance Firm-Wide During Busy Season

Traditionally, busy season in the accounting industry has been a time to cancel all personal plans, batten down the hatches, and grind through overtime until your family barely...

2/21/25 LEARN MORE

Practice Management

Why the Human Element is Your Biggest Asset as a Business Advisor

Looking for a way to give your firm a competitive advantage over the hundreds of thousands of licensed CPAs, experienced EAs, and talented business advisors in the U.S.?

1/27/25 LEARN MORE

Practice Management

100% of Business Owners Exit – Here’s How to Best Prepare for Yours

Nobody goes into business just to file an extra tax return — not even accountants! They’re just not that much fun.

1/23/25 LEARN MORE

Practice Management

How Accountants Can Avoid Scope Creep and Protect Their Business

As an accountant, you're likely familiar with the scenario: a client asks for "just one more thing," and before you know it, you're handling tasks far beyond the original...

11/20/24 LEARN MORE

Blogs

Leaving Money on the Table: The Impact of Being a ‘Yes Man’

In modern accounting, one thing remains constant: the need to provide real value to clients. However, in the quest to keep clients happy, many firms adopt a ‘yes to everything’...

9/25/24 LEARN MORE