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Insights For Firm Founders

Insightful tips to take your firm to the next level

11 Must-Attend Accounting Conferences in 2023

Accounting conferences help you see how fast the landscape is evolving and get equipped to catch up. In this article, you’ll find the top accounting conferences firm owners like you will be attending in 2023 and get the answer to the question, “are accounting conferences worth attending?”

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month end close process
Insights

The Month End Close Process: A Detailed How-To (+Free Template)

The month-end close process is the act of reviewing, recording, and reconciling the monthly transactions of businesses to get up-to-date financial information that helps them make informed decisions, issue accurate financial statements, and comply with government regulations.

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can accountants work from home
Client management

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

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accounting crm software
Client management

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

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state of accounting workflow automation blog cover
Productivity

Financial Cents 2023 State of Accounting Workflow Automation

Financial Cents is excited to release the inaugural 2023 State of Accounting Workflow Automation Report, based on a survey of 132 accounting and bookkeeping firm owners. This report provides valuable insights into the challenges that firms faced in 2022 and the benefits of workflow automation.

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A Detailed Guide on Marketing for Accountants (Online & Offline Strategies)
Insights

A Detailed Guide on Marketing for Accountants (Online & Offline Strategies)

Marketing for accountants is unique because the service is a necessity, so getting clients is quite easy. Word of mouth and referrals help many accounting firms maintain a healthy client list without any additional marketing push. But since that’s the case, why then are we talking about marketing for accountants?

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Anna Murphy Financial Cents Case Study
Case Study

How Financial Cents Gives Anna Time to Focus on Growing Her Firm

Murphy & Associates Consulting supports service-based businesses and digital online businesses with professional bookkeeping services.

The CEO and President, Anna Murphy, brings her 10+ years of industry experience to help clients stay on top of their books, better understand their financial situation, and achieve their dreams.

When the

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Financial Cents JTC CPAs case
Case Study

How Financial Cents Helps JTC CPAs to Be More Efficient

JTC CPAs offer CPA services including small business bookkeeping and tax preparation to clients from 4 office locations. Having been in business for over 14 years with a focus on exceptional client relations, their clients view them not just as accountants but business counselors and financial advisors.

With such high

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accounting CRM software
Insights

Accounting CRM Software: The 5 Best Options for Accountants

Success in business comes down to getting and retaining the right buyers, which explains why companies spend so much on systems that help them build quality customer relationships. From legal CRM to engineering and accounting CRM, they work the same way.

CRM solutions collect and organize data from all customer

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