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.
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.
Applying the 4Ds of Time Management to Your Firm Meeting your deadlines is crucial, especially when your accounting firm needs to prepare for an audit. You need to organize data and provide audited financial statements, reports, and schedules on time. Because of this, proper time management is important. With the
New Features (1/25/21) We made two new updates so it is easier to use time tracking and identify dependent tasks in your task view. Time tracked is now displayed as hours and minutes We converted all time shown in the reports from decimals to hours and minutes. We added this
Going paperless has become the norm over the last few years, thanks to the digital business climate. Although paper still has its uses, it’s proven to be an expensive resource that takes up both time and storage space.
Managing Your Firm’s Flow – The Key to Working Less and Earning More Funds serve as fuel for businesses. Without the right amount of cash, a business will not come to life or even exist. Companies need to maintain enough cash for various reasons. When there are unexpected expenses or
Now you can get more insights into where your firm is spending its time by drilling down into your time tracking reports.
3 Trends in Modern Workplace Collaboration The workplace has long evolved from having rigid and inflexible structures and traditions. Business casual was introduced in the 90s, and now we have workplaces where it’s okay to be in jeans and a t-shirt. No longer are offices strictly led by a manager
The Dos and Don’ts of Engagement Letters – Our Guide Engagement letters are often thought to be a tedious and time-consuming task, but ultimately it is what will help set your client’s expectations for work to be delivered and reduce scope creep from particular clients. Once you’re able to outline
Assign hourly rate to staff, client tasks on templates, ability to remove tags from workflow view
The Accounting Industry in 2021 – What to Expect It is always helpful to look into your industry’s projected trends to do well in the new year. Trend analysis can help business owners identify areas in their operation that they can further improve. It enables them to see which elements
