The Practice Management Hub

Insightful strategies and tactics to grow your firm

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

Article
Where Does Your Firm Break Without You? The 3 Biggest Workflow Gaps in Small Firms

Discover how to build an accounting firm that runs without you. In this Summer Workflow Camp session, Nick Boscia leads a live audit to identify…

July 10, 2026

Checklist Template
Financial Cents Team Invitation and Permission Set Up Checklist

Set up your team in Financial Cents the right way. This free checklist covers role assignment, permission levels, and onboarding steps for every new hire.

June 30, 2026

Checklist Template
Financial Cents First Project Setup Checklist

Ready to launch your first project in Financial Cents? Use this free checklist to configure projects correctly, assign your team, and start delivering work fast.

June 30, 2026

Article
Step-by-Step Paperless Accounting Transition Guide (+ Workflow & Checklist)

Going paperless is about more than replacing filing cabinets with cloud storage. Tt’s about building digital workflows that eliminate paper from every stage of your…

June 29, 2026

Article
Asana for Accounting Firms: Review, Pros, Cons & Is It the Right Tool?

Asana is a powerful project management tool, but is it the best fit for accounting firms? This in-depth review explores Asana’s features, pricing, pros, and…

June 29, 2026

Checklist Template
Financial Cents Client Import Checklist

Switching to Financial Cents? Use this free client import checklist to migrate your client data cleanly, avoid duplicates, and hit the ground running from day…

June 26, 2026

Checklist Template
Financial Cents Firm Profile Setup Checklist

Configure your Financial Cents account the right way from day one. This free checklist covers every firm profile setting, branding, billing, team roles, and more.

June 26, 2026

Article
The Hidden Six-Figure Cost of a Manual Month-End Close Process (And How to Get Those Dollars Back)

Manual month-end close processes often drain significant billable capacity through tedious administrative tasks. By automating routine chase-work with Financial Cents, firms save an average of…

June 24, 2026

Article
Efficiency Unleashed: 4 Firm Owners on Operations, Tech, and Doing More With Less

Running a lean accounting firm is about building a business that supports your life through strategic delegation, intentional hiring, and clear boundaries. In this final…

June 23, 2026

Article
The 13 Best Accounting Practice Management Software Options in 2026

A simple but informative guide to choosing the best accounting practice management software for your accounting, bookkeeping, or CPA firm in 2026.

June 19, 2026

Article
How to Build a Great Accounting Firm Culture

Building a great accounting firm culture goes beyond perks and policies. Learn how to create a workplace that attracts top talent, improves retention, strengthens client…

June 18, 2026

Article
Financial Cents Named to 2026 Inc. Best Workplaces List

Financial Cents has been named to the 2026 Inc. Best Workplaces list for the second consecutive year. Based on direct employee feedback, this prestigious recognition…

June 17, 2026

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