Practice Management

Insightful strategies and tactics to grow your firm.

Browse the categories or topics below to find what you are looking for.

Podcast
S02 E05: How to 10X your firm’s efficiency by automating low level tasks

We're diving deep with Michael Astreiko, Founder of Synder, into the game-changing world of automation, showing you exactly how to reclaim time, boost productivity, and…

March 12, 2024

Article
2024 Firm Revenue Report

How much revenue did firms make in 2023 and what services drove the highest profits? Surveying 261 firm owners, we uncover important data and insights…

March 7, 2024

Expert Interview
How Reza Hooda’s entrepreneurial spirit helped him grow his accounting firm from £0 → £100k in 9 months while working just 10 hours a week

A 90-minute webinar on practice growth gave Reza the launchpad he was looking for, and in less than 24 months, his first accounting firm took…

March 6, 2024

Article
How to Create a Concise Accounting Memo Using These Steps (+ Free Template)

In this step-by-step guide, learn to craft a concise accounting memo to communicate with clients or staff. There’s also a free template you can use.

March 1, 2024

Article
Staying Ahead: 10 Accounting Newsletters You Can’t Miss

Staying updated with industry developments while maintaining client focus and efficiency can feel like a huge task. Fortunately, there are resources out there that act…

February 28, 2024

Article
Financial Cents VS Jetpack Workflow: Which Should You Buy and Why?

This article explores the workflow management features of Financial Cents vs Jetpack Workflow to help you make a better choice for your accounting project management…

February 21, 2024

Article
The 10 Best Client Accounting Services Software for Firms

Do you own a mid-sized firm and offer client accounting services (CAS)? Here’s a detailed review of the best client accounting services software for your…

February 19, 2024

Article
Financial Cents Begins 2024 With Multiple Recognitions

Financial Cents kick starts 2024 with huge success and accolades from the Gartner Digital Markets brands - Capterra, Software Advice, and GetApp. Our product was…

February 16, 2024

Guide
Everything You Need to Know About How Financial Cents Helps JTC CPAs to Be More Organized and Efficient

Discover how JTC CPAs transformed their disorganized workflow into a model of efficiency. Say goodbye to the chaos of sticky notes and ineffective apps. Read…

February 15, 2024

Guide
The Simple Way Birch Accounting Uses Financial Cents to Organize Important Information, Collaborate Better, and Manage Team Capacity

Discover the Birch Accounting story: From losing crucial data and struggling with team capacity, to mastering organization and collaboration with Financial Cents. Learn how this…

February 15, 2024

Guide
How Financial Cents Helps Badger CPA Streamline Their Workflows and Manage Capacity

Is your accounting firm bogged down by missed deadlines and overworked staff? Discover Badger CPA's success story with Financial Cents. This case study shows how…

February 15, 2024

Guide
Discover How Financial Cents is Helping Ritter’s Accounting & Tax Services Prevent Work From Slipping Through the Cracks

This firm started out by tracking work with notebooks and to-do lists then advanced to something more fancy – Google sheets. They could access files…

February 15, 2024

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