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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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cloud accounting
Insights

2 Ways Cloud Accounting Creates Simpler Workday Experiences

Today, cloud technology is everywhere we look and continues to power and set the pace for entities like Google Drive, Netflix, YouTube, Google Docs, and Dropbox. Accounting firms have gotten the most edge of all, especially in cloud accounting software.

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accounting practice management software
Insights

5 Benefits of Accounting Practice Management Software

The right accounting practice management software can make things run more smoothly in your company and reduce the number of mistakes that you make. After all, the key to any good working relationship is communication, and that’s what good accounting Practice Management software does.

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New Features

Capacity Management Report Updates

We just released a few new updates to our capacity management report in Financial Cents that will make it easier to identify overburdened staff members and reassign the work to lighten their workload.

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