Practice Management

Insightful strategies and tactics to grow your firm.

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

Article
Dawn Brolin, CPA, CFE: The Accounting Apps Behind One of the Most Powerful Women in Accounting

In this article, Dawn references her softball career to break down the accounting apps that have enabled her to build a system that allows her…

May 7, 2024

Article
How to Perform a Comprehensive QuickBooks Cleanup (+ Free Checklist Template)

QuickBooks cleanup drove the most profits for accounting and bookkeeping firms in 2023. Knowing how to bring order and clarity to the chaos in a…

May 2, 2024

Article
Key Features of a Great Accounting Document Management System

Here’s all you need to know about an accounting document management system and how it can make you more organized and save time.

April 26, 2024

Article
5 Simple Time-Saving Tips for Managing Uncategorized Transactions

Manually resolving multiple uncategorized transactions steals valuable time from accountants and bookkeepers. But there’s a solution. Here are five simple, time-saving tips for managing them.

April 24, 2024

Article
Bookkeeping Client Onboarding Questionnaire Guide (+ Free Template)

Streamline your client onboarding with our FREE bookkeeping client onboarding questionnaire template! Learn what questions to ask & best practices for an efficient process.

April 8, 2024

Article
How to Get Accounting Clients: 16 Unique Ideas

Looking for tips on how to acquire accounting clients for your firm? Here are 16 unique ideas you can implement to achieve great results.

April 8, 2024

Article
Introducing ReCats: A Better Way to Manage the Chaos of Uncategorized Transactions

Uncategorized transactions are a headache for accountants and bookkeepers. Fortunately, ReCats, Financial Cents’ latest feature, solves this problem. Here’s all you need to know about…

March 22, 2024

Article
The Ultimate Bookkeeping Checklist to Streamline Your Firm (+Free Templates)

Looking to streamline your firm's bookkeeping process? In this guide, we will provide you with free bookkeeping checklists to help you manage your client’s finances…

March 21, 2024

Article
Accounts Receivable Workflow Process: An Easy Step-by-Step Guide

This guide shows how you can continuously improve your Accounts Receivable process so that your clients’ day sales outstanding (DSO) will reduce month-over-month.

March 14, 2024

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

FREE Checklist Templates