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The Practice Management Hub

Insightful strategies and tactics to grow your firm

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Checklist Template Accounting Templates
Free IRS Form 1099 Information Returns Series Checklist Template

Get the step-by-step checklist for completing the 1099 information returns series.

September 18, 2023
Checklist Template Accounting Templates
IRS Form 8855 Qualified Revocable Trust Election Checklist Template

Get the step-by-step checklist for completing and filing an election to treat a qualified revocable trust as part of an estate with the IRS.

September 18, 2023
Checklist Template Accounting Templates
IRS Form 5472 Information Return Checklist Template

Get the step-by-step checklist for completing Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business.

September 18, 2023
Checklist Template Accounting Templates
Free IRS Form 2848 Power of Attorney Checklist Template

Get the step-by-step checklist for completing the 1099 information returns series.

September 18, 2023
Checklist Template Accounting Templates
Free IRS Form 2553 Election by a Small Business Corporation Checklist Template

Get the step-by-step checklist for completing an election by a small business corporation.

September 18, 2023
Podcast Accounting Workflow
S01 E18: Re-introduction – Welcome to the Accounting Flow Podcast

In this episode, Shahram Zarshenas, CEO of Financial Cents, joins host Roman Villard to discuss the new brand mission and vision for the Accounting Flow…

September 12, 2023
Article Accounting Workflow
Maximizing Efficiency: WorkflowCon 2023 – Your Gateway to Streamlined Accounting Operations

WorkflowCon 2023 is designed with one goal in mind—to equip accounting and bookkeeping firm owners with the knowledge, tools, and strategies needed to master their…

September 7, 2023
Article Practice Management
4 Dealbreaker Features an Accounting Client Management Software Should Have

Client management should be top of mind for accounting firms. Successful client management results in higher client retention, smoother communication, and being able to complete…

September 6, 2023
Article Practice Management
How to Choose The Right Accounting Tech Stack For Your Growing Accounting Firm (+ a Free Checklist )

When starting your accounting firm, it is easy to have shiny object syndrome as you build your tech stack. You hear about a cool new…

September 6, 2023
Article Accounting Workflow
How to Use Financial Cents and Zapier Integration to Optimize Your Accounting Processes

Adding a tool like Zapier to your already existing tech stack, you can go beyond automating individual tasks in separate accounting tools to automating entire…

August 25, 2023
Article Accounting Workflow
Why You Should Move from Spreadsheets to Accounting Workflow Software in 2025

Spreadsheets are excellent at what they were created for, which is to help users compute, analyze and visualize data. The challenge is when we stretch…

August 15, 2023
Podcast Accounting Workflow
S01 E17: How this firm owner converted her brick & mortar firm to the cloud

How this firm owner converted her brick & mortar firm to the cloud. Agnes Nkundabagenzi shares exactly how she did it and its impact on…

August 15, 2023
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