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S02 E12: How to Better Understand the Health of Your Accounting Firm with Streamlined Systems in Place

In this episode, host Roman Villard, CPA chats with Timothy Wingate Jr, founder and president of G+F Business & Financial Consulting, on the essential topic…

June 27, 2024

Article Accounting Workflow

Impress From the Start: How an Accounting Client Onboarding Software Creates Happy Clients

Having problems with your client onboarding? Here’s how to use an accounting client onboarding software to streamline the process and make clients happy.

June 26, 2024

Article Accounting Workflow

Accounting Lead Generation: How to Track Your Leads in Financial Cents

This article shows how to effectively track your accounting leads in Financial Cents without actual client relationship management (CRM) software.

June 26, 2024

Article Accounting Templates

Comprehensive Accounts Receivable Excel Template (+Free Google Sheets)

Struggling with managing your client’s accounts receivable process? This guide provides a free accounts receivable Excel template to streamline the process and improve cash flow.

June 26, 2024

Article Accounting Workflow

10 Best Free Online Accounting Courses with Certificates

Running a successful accounting firm requires a constant dedication to learning. You and your team must stay current on the latest trends and tools to…

June 26, 2024

Expert Interview Accounting Workflow

Workflow Diaries: Nikole Mackenzie’s Workflow For Onboarding New Clients

Discover Nikole Mackenzie’s workflow for client onboarding. Get tips for clear communication, utilizing technology, and building a memorable first impression for lasting client relationships.

June 25, 2024

Checklist Template Accounting Templates

Free Accounts Receivable Template (Excel)

Simplify tracking & collections of accounts receivable with our FREE downloadable Excel Template! Easily organize data, automate calculations & prioritize follow-ups for your clients

June 25, 2024

Expert Interview Practice Management

How Jessica McCracken Leverages Community Partnerships and Engagement to Scale Firms

Learn Jessica McCracken’s secrets to building powerful community partnerships and engagement strategies to take your accounting practice to the next level.

June 22, 2024

Article Accounting Workflow

Breaking Free from the Bottleneck: Strategies for Effective Delegation in Your Accounting Firm

As the firm grows, the pressure mounts, and without proper delegation, the quality of work and overall productivity can suffer significantly. Effective delegation is not…

June 22, 2024

Article Practice Management

Achieve More in Less Time: A Detailed Roadmap to a 15-Hour Workweek

Discover a proven roadmap to a 15-hour workweek for accounting firms. Achieve more in less time with strategies and tools to streamline your practice, boost…

June 17, 2024

Guide Accounting Workflow

The 5-page Guide and Checklists to Implementing Accounting Workflows Fast

Are you finding it challenging to streamline your accounting processes? Does the thought of implementing a new workflow feel overwhelming and time-consuming? You’re not alone,…

June 13, 2024

Expert Interview Focus and Flow

How Stacey Feldman CPA Makes Sure to Fuel Properly Even with a Busy Schedule

Stacey Feldman is a CPA and Partner/COO at FullSend Finance, where she combines her accounting expertise with her entrepreneurial experiences, focusing on early-stage and VC-backed…

June 12, 2024

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