All In One Accounting Accelerates Entrepreneurial Roll-Up with New Economy Acquisition

All In One Accounting (AIOA), a Minnesota-based firm serving mission-driven nonprofits and growth-minded entrepreneurs, announced the acquisition of New Economy, a boutique Rhode Island CPA practice. This move represents a strategic inflection for AIOA, reinforcing its commitment to serving scaled-up entrepreneurial enterprises across the U.S.

Deal Summary

• Acquirer: All In One Accounting (AIOA), specializing in outsourced accounting, fractional controller/CFO services, and talent acquisition.
• Target: New Economy, founded by Jeff Allain, a Rhode Island accounting firm that supports growth-oriented businesses, particularly those using the Entrepreneurial Operating System (EOS).
• Team Integration: The full five-person New Economy client delivery team will join AIOA, bringing deep EOS expertise and an entrepreneurial mindset.
• Service Enhancement: New Economy’s clientele will gain access to AIOA’s broader service offerings, including its proprietary “Accounting Clarity” system, fractional CFO work, and talent-recruiting capabilities.
• Strategic Intent: AIOA views this acquisition as aligned in vision and values, and a way to scale more deeply within the EOS community.
• Timing & Structure: The deal closed in September 2025. New Economy’s clients will maintain their existing relationship managers, ensuring continuity, while gaining access to AIOA’s infrastructure.

Industry Context

The accounting and advisory sector is consolidating rapidly, especially among firms serving entrepreneurs and small-to-midsize companies. Platforms like AIOA are not just pursuing volume, but acquiring highly specialized practices - in this case, a firm with deep EOS experience and entrepreneurial orientation. These acquisitions reflect a shift in private equity-backed accounting models toward delivering integrated services: accounting + strategic financial planning + talent management.

Furthermore, as small and medium entrepreneurial companies scale, they increasingly require more sophisticated financial leadership - something legacy CPA firms may struggle to provide at scale. Integrators like AIOA can fill this gap by combining accounting execution with value-added advisory, making them attractive acquirers.

Lower-Middle-Market Roll-Up Perspective

From a roll-up and private equity vantage point, AIOA’s acquisition of New Economy illustrates a number of themes:

1. Niche Expertise as a Differentiator: AIOA is not acquiring generic bookkeeping firms - it is targeting teams with EOS orientation and entrepreneurial insight, which aligns with its mission-focused client base.
2. Talent and Culture Preservation: By bringing the entire New Economy team into AIOA, the firm ensures that the cultural and technical DNA - especially around EOS - is retained.
3. Scale with Systems: The integration allows New Economy’s clients to benefit from AIOA’s scalable infrastructure: advanced processes, technology, and financial leadership tools.
4. Platform Growth Strategy: This acquisition fits into AIOA’s broader strategy to build a national presence among growth-driven businesses without diluting its core value proposition.
5. Growth-Driven Business Model: AIOA’s focus on fractional CFO and high-level outsourced accounting services means it can monetize upwards of a simple bookkeeping model, enhancing long-term client engagement and revenue stability.

Why This Sector Is Attractive for Roll-Ups

• Fragmented Specialist Market: There remain many entrepreneurial CPA firms that could benefit from joining larger platforms - particularly those with capital and systems.
• Recurring High-Value Revenue: EOS-driven businesses often need regular financial guidance, not just compliance, creating recurring advisory opportunities.
• Succession Planning: Founders of boutique firms may lack a partner to scale or exit; joining a platform offers continuity and growth for their legacy.
• PE Capital Involvement: Firms with committed capital can acquire practices strategically, investing both in talent and technology to deliver differentiated accounting services.
• Efficiency Through Scale: Consolidated operations drive efficiency in recruiting, technology, back-office, and service delivery across multiple client profiles.

Conclusion

All In One Accounting’s acquisition of New Economy is more than an add-on - it’s a move to deepen its entrepreneurial service platform with a team that shares its values and client-first mindset. For AIOA, it strengthens its geographic reach, adds EOS-oriented expertise, and enhances its service capabilities. For New Economy’s clients, it delivers continuity plus access to a broader suite of financial services.

For accounting leaders and founders, the transaction underscores a compelling path forward: partnering with a like-minded platform to scale impact, talent, and service. For investors, it highlights how roll-up strategies focused on high-growth entrepreneurial niches can deliver differentiated value in the evolving accounting sector.