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
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

Article
Karbon Pricing in 2026: Plans Breakdown, Features & Costs

Wondering what Karbon really costs your firm? We break down all three plans, the features behind each tier, and the add-on fees that quietly inflate…

June 15, 2026

Article
Marketing for Firms That Hate Marketing: How 4 Small-Firm Owners Got Their Name Out There

According to Siri, Dave Kersting’s firm is called “Cup of Oreo.” That’s not accurate, of course—his firm is actually Capovario, but when he says the…

June 15, 2026

Customer Story
How Envision Business Services Streamlined Month-End Close and Cut Client Friction with Financial Cents

Kristin Thompson, owner of Envision Business Services, shares how Financial Cents helped her remote bookkeeping firm scale beyond manual DIY systems. By adopting the Month-End…

June 12, 2026

Customer Story
How Advantage Insights Brought Fortune-500 Close Discipline to Small Business Books with Month-End Close in Financial Cents

Mary Ferry, founder of Advantage Insights, transformed her firm’s manual accounting processes by adopting Financial Cents’ Month-End Close feature. By automating 1099 tracking and uncategorized…

June 12, 2026

Article
The Client Portal: How Financial Cents Is Ending the Client Chase

Chasing clients for documents is one of the most consistent friction points in running an accounting firm. You’ve asked twice, they mean well, but the…

June 9, 2026

Checklist Template
Free Realization Rate Calculator Template for Accounting Firms

See exactly where your firm’s revenue is leaking. Track billing and revenue realization rates by client, service, and engagement with this free Excel calculator —…

June 8, 2026

Article
“You’re Worth It”: Small-Firm Owners Weigh In on Pricing, Trusting Their Gut, and Winning Clients for Life

Real firm owners reveal how they stopped undercharging, started trusting their gut, and turned great onboarding into lifelong clients.

June 8, 2026

Checklist Template
Free Accounting Business Plan Template

Use this free accounting business plan template to create a clear roadmap for your firm’s success. It helps you outline your services, target market, pricing…

June 5, 2026

Article
How to Write a Business Plan for Your Accounting Firm (Template + Examples)

Most accounting firm owners skip writing a business plan because there’s always something more pressing: finding clients, delivering work, managing deadlines. But operating without one…

June 5, 2026

Guide
Two Cents Magazine: Issue 01

Inside Issue 01: 13 bookkeeping and accounting firm owners share how they built their practices, plus the Top 100 Firms list and an AICPA Q&A.…

June 4, 2026

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