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The Practice Management Hub

Insightful strategies and tactics to grow your firm

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Article Practice Management
Adjusted Trial Balance: What It Is and How to Prepare It

Wondering how to prepare an adjusted trial balance? In this guide, you’ll learn what it is, why it’s important, and the simple steps to get…

September 8, 2025
Article Accounting Templates
7 Accounting Worksheets You Should Have in Your Firm (+Free Templates)

Discover 7 essential accounting worksheets to streamline your firm. Learn their purpose, boost efficiency, and download free templates to save time.

September 8, 2025
Checklist Template Accounting Templates
Free Chart of Accounts Template Excel (+Google Sheets)

Use this free chart of accounts template to set up and customize a professional COA quickly and easily. Easily customize account categories to organize client…

September 4, 2025
Article Practice Management
A Comprehensive Accounts Payable Full Cycle Guide

Learn all the steps of the accounts payable cycle, common challenges associated with it, and how to increase efficiency with workflow automation.

August 27, 2025
Article Practice Management
The 10 Best Accounting Client Onboarding Software That Deliver Results

Here are ten of the best accounting client onboarding software for simplifying, automating, and making client onboarding more seamless for you and your clients

August 26, 2025
Article Accounting Workflow
What is a Trial Balance? Definition, Use, Rules & Examples

Discover what a trial balance is, why it matters in the accounting cycle, and how to prepare it. Learn its types, rules, common errors, and…

August 21, 2025
Article Virtual Accounting
How to Start a Thriving Virtual Accounting Firm

So much has been said about how remote work helps accounting firms find top talents from anywhere in the world. Not enough about how it…

August 20, 2025
Article Accounting Workflow
The Accounting Cycle: A Complete Guide

Learn all the steps of the accounting cycle and how to improve your cycle’s accuracy and increase efficiency with workflow automation.

August 20, 2025
Article Accounting Templates
The Month End Close Process: A Detailed How-To (+Free Template)

The month-end close process is the act of reviewing, recording, and reconciling the monthly transactions of businesses to get up-to-date financial information that helps them…

August 15, 2025
Customer Story
How L&L Bookkeeping Uses Financial Cents to Manage More Clients and Deliver Services That Drive Referrals

See how Lori Hawkins used Financial Cents to centralize her team’s workflows, boost client service consistency, and build a waiting list of referrals.

August 12, 2025
Article Practice Management
Is Accounts Receivable an Asset? Here’s all you need to know

Learn why accounts receivable is considered an asset, how it fits into the accounting equation, and best practices for tracking and managing AR across multiple…

August 7, 2025
Article Practice Management
What is Revenue in Accounting? Definition, Formula & Examples

What is revenue in accounting? We answer that question in this guide. Learn the definition, types, formula, and examples.

August 7, 2025
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