Practice Management

Insightful strategies and tactics to grow your firm.

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

Article
Chart of Accounts vs General Ledger: Key Differences Explained

Learn the key differences between a Chart of Accounts vs General Ledger, how they work together, and why both are essential for accurate financial reporting…

September 12, 2025

Article
Accounting Practice Management Software: The Ultimate Guide

This article will show how the features of accounting practice management software will help firm owners and managers standardize workflows, maintain control, and scale their…

September 11, 2025

Customer Story
How Capovario Uses Financial Cents to Stay Ahead of Deadlines and Support Time Off

Capovario ditched sticky notes and manual systems for Financial Cents and never looked back. Now, the team delivers better client service, stays ahead of deadlines,…

September 8, 2025

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
7 Accounting Worksheets You Should Have in Your Firm (+Free Templates)

Discover 7 essential accounting worksheets to streamline your firm. Learn their purpose, boost efficiency, and download free templates to save time.

September 8, 2025

Article
A Comprehensive Accounts Payable Full Cycle Guide

Learn all the steps of the accounts payable cycle, common challenges associated with it, and how to increase efficiency with workflow automation.

August 27, 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
The Accounting Cycle: A Complete Guide

Learn all the steps of the accounting cycle and how to improve your cycle’s accuracy and increase efficiency with workflow automation.

August 20, 2025

Article
Is Accounts Receivable an Asset? Here’s all you need to know

Learn why accounts receivable is considered an asset, how it fits into the accounting equation, and best practices for tracking and managing AR across multiple…

August 7, 2025

Article
What is Revenue in Accounting? Definition, Formula & Examples

What is revenue in accounting? We answer that question in this guide. Learn the definition, types, formula, and examples.

August 7, 2025

Article
Accounting Equation: Definition, Formula, and Calculation

Learn how the accounting equation works, why it's foundational to double-entry accounting, and how to apply it with real-world examples.

August 6, 2025

FREE Checklist Templates