Practice Management

Insightful strategies and tactics to grow your firm.

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

Article
Adjusted Trial Balance: What It Is and How to Prepare It

Wondering how to prepare an adjusted trial balance? In this guide, you’ll learn what it is, why it’s important, and the simple steps to get…

September 8, 2025

Article
The 10 Best Accounting Client Onboarding Software That Deliver Results

Here are ten of the best accounting client onboarding software for simplifying, automating, and making client onboarding more seamless for you and your clients

August 26, 2025

Article
What is a Trial Balance? Definition, Use, Rules & Examples

Discover what a trial balance is, why it matters in the accounting cycle, and how to prepare it. Learn its types, rules, common errors, and…

August 21, 2025

Article
Introducing: Financial Cents and Ignition Integration

Streamline your accounting firm’s onboarding, billing, and project delivery with the new Financial Cents and Ignition integration. Automate your workflows, improve cash flow, and eliminate…

August 5, 2025

Article
The 10 Best CRM Systems for Accounting Firms

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…

July 29, 2025

Article
What are expenses in accounting? Types and Examples

Learn what expenses are in accounting, the main types, examples, and how to track them properly for accurate reporting and tax compliance.

July 24, 2025

Article
30 Best Time and Billing Software Solutions for Accounting Firms in 2026

By helping you track employee work hours and client profitability, time and billing software solutions will empower you to build the firm of your dreams.…

July 24, 2025

Article
Subledger vs General Ledger: What’s the Difference? 

Learn the key differences between subledgers and general ledgers, how they work together, and why both are essential for accurate accounting, reporting, and audit readiness.

July 22, 2025

Article
Chart of Accounts Explained: A Detailed How-to, Types & Example

Learn everything about the Chart of Accounts (COA): what it is, why it matters, how to set it up, and common mistakes to avoid.

July 22, 2025

Customer Story
How the 8-Person Payroll Restoration Team Manages 400+ Active Projects with Financial Cents

Shannon Ballman Theis is the accountant’s accountant. Other accounting firms run to her when they need help resolving their clients’ payroll problems with the IRS.…

July 15, 2025

Article
Free Bank Reconciliation Template (Excel & Google Sheets) + Walkthrough Guide

Here’s a free bank reconciliation template + step-by-step guide to help you reconcile accounts accurately and efficiently every month.

July 14, 2025

Article
What Are Liabilities in Accounting? Definition, Types, Formula & Examples

What are liabilities in accounting? We answer that question in this guide. Learn the definition, types, formula, and examples, plus how to record and track…

July 9, 2025

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