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.

Customer Story
How Capovario Uses Financial Cents to Stay Ahead of Deadlines and Support Time Off

Capovario ditched sticky notes and manual systems for Financial Cents and never looked back. Now, the team delivers better client service, stays ahead of deadlines,…

September 8, 2025

Article
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
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
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
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

Expert Interview
Michael Eckstein: Meet the Accountant Who Says the Quiet Part Out Loud

Financial Cents recently spoke with Michael Eckstein about how he turned brutal clarity into a brand and made room for people who don’t always fit…

August 26, 2025

Article
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
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
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
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
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

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