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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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Article Accounting Templates
5 Reasons Why Your Business Should Use Accounting Software

The accounting workflow is a multi-step one that involves multiple people other than the accountants themselves. It can be convoluted, especially when there are no…

September 6, 2019
Article Financial Cents News
New Feature: Profile Pictures for Your Assignee Icon

You can now upload your own profile picture/ avatar for your image icon! When uploaded your profile picture will be displayed on the following items.

August 27, 2019
Article Financial Cents News
New Feature: Updates to the Client CRM

Upon popular demand, you can now view and edit your client’s contact information in their client profile. This makes it easier for your team to…

August 27, 2019
Article Financial Cents News
New Feature: Customize Your Task View

Given the many requests, we just release a new feature that lets you change your tasks view! You can now view it in a list…

July 28, 2019
Article Financial Cents News
New Feature: Turn Any Email Into a Task

Now it’s easy for you to keep track of new client requests and create new tasks on the go with this new feature!

July 22, 2019
Article Financial Cents News
New Feature: Email Notifications

We just released an awesome new feature this weekend that will help your team collaborate more effectively!

May 20, 2019
Article Financial Cents News
New Feature: Workflow Templates

We just released a new feature that will allow you to create a project and all of its tasks in seconds!

March 11, 2019
Article Financial Cents News
New Feature: Ability to put tasks on hold

We just released a new feature that will allow you to keep track of which tasks you are waiting on something outside of your control…

March 11, 2019
Article Marketing
How to Get Your Next 50 Bookkeeping Clients For FREE

Whether you’re starting from the ground level or an established bookkeeping firm, finding new bookkeeping clients is one of the most difficult parts of growing…

September 26, 2018
Article Accounting Workflow
9 Tips that will Increase Your Bookkeeping Firm’s Productivity

As an accountant, you always have a lot going on, which makes it tough to find enough time in the day to do everything. As…

September 17, 2018
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