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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.

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Podcast Accounting Workflow
S02 E06: How Finance Automation Can Transform Your Firm

In this episode, we’re getting insights straight from the innovators at FinOptimal, Tom and Jesse where they share with Roman Villard, CPA how automation is…

March 26, 2024
Article Accounting Workflow
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 Accounting Templates
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 Accounting Templates
Accounts Receivable Process Flowchart Guide (+ Diagrams & Templates)

AR teams need Accounts Receivable process flowcharts to visualize and standardize the collection of your clients’ accounts receivable. This keeps your team from the stress…

March 14, 2024
Article Accounting Workflow
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 Accounting Workflow
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 Financial Cents News
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
Article Accounting Templates
Accounts Payable Process Flowchart Guide (+ Diagrams & Templates)

This article shows how you can create your Accounts Payable flowcharts (with examples to inspire you). Once you’re done creating your flowcharts, you can add…

March 5, 2024
Customer Story
How Ghai CPA Manages Time and Client Communication to Meet Client Deliverables with Financial Cents

Sarabjeet Ghai shares how Financial Cents helps his firm, Ghai CPA Professional Corporation, manage time and client communication to meet client deliverables.

March 1, 2024
Article Accounting Templates
How to Create a Concise Accounting Memo Using These Steps (+ Free Template)

In this step-by-step guide, learn to craft a concise accounting memo to communicate with clients or staff. There’s also a free template you can use.

March 1, 2024
Checklist Template Accounting Templates
Free Accounting Memo Template

Our free template provides a solid foundation for crafting effective and informative accounting memos, improving communication and ensuring clarity within your firm.

March 1, 2024
Article Practice Management
Staying Ahead: 10 Accounting Newsletters You Can’t Miss

Staying updated with industry developments while maintaining client focus and efficiency can feel like a huge task. Fortunately, there are resources out there that act…

February 28, 2024
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