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Insights For Firm Founders

Insightful tips to take your firm to the next level

Can Accountants Work from Home? Here’s How.

Accounting/Finance is now the sixth most popular industry for remote work with hybrid or fully virtual work options for CPAs, tax preparers, bookkeepers, and auditors. All types of companies from small firms to staffing agencies to big four accounting firms are re-evaluating their working models to accommodate this new type of work.

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4 Ways Accounting Firms Can Retain Clients Using Accounting CRM Software

Client retention is essential to keeping your clients happy, which enables your firm to continue to grow. This allows you to retain clients, increase profits, and expand business through referrals. Simply put, it pays to focus your time and resources on client retention if you want to build a sustainable accounting practice.

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Uncategorized

What Does “Bank Level” Security Mean?

While “bank-level security” does serve a purpose, keep in mind that it isn’t the most secure solution in the market.
However, they aren’t entirely protected as most of these solutions are generally set for marketing purposes.

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Productivity

How Delegation Can Work For Small Firms

Not a lot of people know what it’s like to run a business. Being a workforce leader requires you to have vision, optimism, and passion for your craft, enabling you to build a thriving firm from scratch.

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New Features

New Features (2/8/21)

We released two new features this week that will make it easier to see what you want in Financial Cents and keep your team in the loop.

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Insights

How Profitable is Project Pricing

Over time, you’ve probably grown acquainted with the fact that project pricing itself can prove to be quite tricky to work out, even if you’ve been in business for many years!

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