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Insights For Firm Founders

Insightful tips to take your firm to the next level

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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time management
Productivity

Applying the 4Ds of Time Management to Your Firm

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

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New Features

New Features (1/25/21)

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

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Productivity

How to Transition Into A Paperless Practice

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.

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New Features

Detailed Time Reports

Now you can get more insights into where your firm is spending its time by drilling down into your time tracking reports.

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workplace collaboration
Productivity

3 Trends in Modern Workplace Collaboration

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

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New Features

New Features 1/12/21

Assign hourly rate to staff, client tasks on templates, ability to remove tags from workflow view

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