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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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New Features

Custom Recurrences

Custom recurrences allow you to set client work to recur on even the most complex schedules.

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accomplish more in less time
Productivity

3 Ways to Accomplish More in Less Time

If you are an accountant having a hard time managing their responsibilities daily, do not fret. You can find the answer to your problem in these simple productivity tips.

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effective meetings with clients
Productivity

How to Have Effective Meetings with Clients

When it comes to gaining new clients, fortune always favors the heavily prepared. With the right resources and tools you can make sure that your client meetings remain smooth and lucrative.

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New Features

New Features (2/24/21)

New Features (2/24/21) We release two new features this week! Tracking Time on Tasks Within A Project Now you can track time on individual tasks within a project to have more detailed reporting & invoices. This allows you to get a better idea of where your firm is spending its

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