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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.

Article
Best Accounting Practice Management Software for Ease of Use: Financial Cents Wins Capterra 2026 Award

Financial Cents wins Capterra’s 2026 “Best Ease of Use” for accounting practice management, helping firms streamline workflows & automate data.

March 24, 2026

Article
New Data: 5 Ways Disconnected Bookkeeping Tools Are Dragging Down Small Firms

Based on a survey of 486 North American accounting professionals, this report reveals a significant gap between AI adoption and actual impact.

March 24, 2026

Article
7 Best Month-End Close Software for Bookkeeping Firms

In this guide, we’ll break down the seven best software solutions for month-end close that bookkeeping firms can use in 2026 to close clients’ books…

March 23, 2026

Article
Free Bookkeeping Contract Agreement Template: How to Create it + What to Include

Don’t have a bookkeeping contract template for your business yet? Not to worry. Here’s how to create one, plus a free template for your use.

March 18, 2026

Customer Story
How On Track Accounting Solutions Heads Off 1099 Headaches with Month-End Close in Financial Cents

On Track Accounting Solutions uses Financial Cents’ Month-End Close feature to centralize workflows, streamline communication, and conquer 1099 season chaos.1

March 17, 2026

Guide
2026 Bookkeeping Firm Tech Stack Report

261 bookkeeping firms gave us an inside look at their current software setup—and the data shows an undeniable gap between what they use and what…

March 16, 2026

Checklist Template
Free Compilation Engagement Letter [Word]

A well-written compilation engagement letter protects both your firm and your client by clearly outlining expectations and responsibilities before work begins. Download this Free Compilation…

March 6, 2026

Article
The Complete Guide For Buying an Accounting Practice (+Free Checklist)

Interested in buying an accounting practice? This complete guide walks you through everything you need to know about the process. You’ll also get a free…

March 6, 2026

Article
The 8 Best Botkeeper Alternatives for Accounting Firms to Transition to

If you’re moving away from the Botkeeper model, you must understand the capabilities it delivered behind the scenes so you can restructure your tech stack…

February 27, 2026

Article
15 Comprehensive Accounting Spreadsheet Templates for Your Firm

With an accounting spreadsheet you give your team much-needed clarity into the requirements and flow of client projects, making them more focused on execution and…

February 26, 2026

Article
What is a Compilation Engagement? Complete Guide + Checklist

As low-effort as Compilations Engagements are (compared with reviews and audits), several CPA firms struggle with keeping them compliant, largely due to the transition from…

February 26, 2026

Article
20 Best Free and Paid Online Bookkeeping Courses with Certificates

Whether you’re a beginner looking to gain some skills to start your bookkeeping business or an experienced bookkeeper looking to up-skill, this roundup is for…

February 25, 2026

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FREE Checklist Templates