05/31/2026
System Confessions is live.
Stanley Dean started SDA CPA Group in 2003 with zero clients, zero revenue and a one-month-old at home.
23 years later, he's running a 10-person firm. 75 monthly accounting clients. 200+ tax returns. 50 payrolls a year. $1.3M revenue with a 10-year EOS goal of $5M.
In this episode, he shares the operational story most CPAs won't talk about publicly.
• The bad hires.
• The broken portals.
• The software graveyard
(Microsoft Copilot, Financial Sense, Practice CS, Canopy, Carbon, all evaluated and replaced).
- How he used ChatGPT to analyze ClickUp time data and cut unprofitable client segments.
- Why his staff ignored checklists, and how AI diagnosed the real problem.
- The EOS frameworks he uses to hire based on core values and run the firm.
And the line that stuck with me most:
"TurboTax was supposed to put us out of business.
So was QuickBooks. AI is just the next tool."
Watch the full episode now.
Link in comment.
PS: New episodes every week.