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Insights For Firm Founders

Insightful tips to take your firm to the next level

Virtual Accounting: 5 Ways to Set up Processes that Work

Financial Cents May 18, 2023

In today’s fast-paced firm environment, many companies are turning to virtual accounting to streamline their financial operations. Virtual accounting, also known as cloud accounting or online accounting, refers to the practice of using digital tools and software to manage financial transactions, bookkeeping, and tax reporting from remote locations.

Virtual accounting has gained popularity in recent years, and for good reasons. It allows firms to access real-time financial information, reduce errors and save time, and money.

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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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Financial Cents March 30, 2023
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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Tosin Thomas March 28, 2023
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?

Because

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Financial Cents March 21, 2023
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 firm started operating in

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Financial Cents March 16, 2023
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 expectations

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Financial Cents March 16, 2023
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 touchpoints

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Financial Cents March 14, 2023
Project Management for Accountants: A Definitive Guide
Insights

Project Management for Accountants: A Definitive Guide

Project management is about getting things done efficiently. To succeed at it, the project manager needs to understand what needs to get done, how to do it, and how long it’ll take to get it done.

Project management for accountants is fairly straightforward and is different from accounting workflow management, because

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Financial Cents March 3, 2023
accounting client onboarding
Client management

Client Onboarding: 8 Ways to Make It Memorable (+ Free Template)

Every time you get a new client, remember they have just chosen you over several other firms.

It’s exciting and may preoccupy you with meeting their deliverables that you forget to effectively transition them from being your leads to your clients.

It may not seem so much, but the transition period presents

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Financial Cents February 24, 2023

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