Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life.
The Disruptors
With Liz Farr
For CPA Trendlines
When Nick Boscia joined his father's accounting firm in 2013, it was like stepping back in time.
“When I joined, we were still using like the green ledger sheets,” he recalls. “I started in 2013, and it was like it was 1980.” Today, Boscia is known as the Balanced CPA and is co-owner, with his brother Joe, of Boscia and Boscia PC, the firm their father founded in 1975.
Working for his father was difficult.
“He didn't really value going on vacations or taking time off,” Boscia recalls. Adopting new technology was out of the question.
“I’ve been doing this for 40 years, and it works, so we’re not changing things,” his father would say. But when Boscia and his brother took over, things changed dramatically.
“My dad was like, we’re not making changes,” he recalls. “I’m like, I want to change everything.”
In just a few years, Nick and Joe transformed a legacy, paper-based practice serving 700 clients into a modern firm that, at its peak, served 1,800 clients.
