Recent articles by Tim Sines
5 Problems Your Contracts Have and How to Fix Them
What are the most common mistakes to avoid when drafting your accounting contract? Check out these 5 errors and how to fix them:
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How to Protect You and Your Clients with a Better Engagement Letter
How do you write an engagement letter that protects your accounting firm? In this post, we share best practices to follow.
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What is an Engagement Letter?
Let’s discuss what an engagement letter is and how sending one out to your new clients will benefit your accounting firm.
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Client Onboarding Tips for Accounting Practices: Setting the Stage for Long-term Relationships
Need advice on onboarding accounting clients? In this guide, we share actionable tips you can take to improve your intake and onboarding process.
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7 Tips to Promote Client Retention for Accountants
Remember that song, “Love the One You’re With” by Stephen Stills of Crosby, Stills & Nash fame? There’s a reason…
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Strategies for Client Retention in Modern Accounting Practices
Discover effective client retention strategies for your accounting firm. Use these tips to build strong relationships and ensure your success.
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How to Audit Your Accounting Practice’s Client Communication to Be More Efficient and Effective
With any business, excellent client communication is a critical component of success. That’s especially true with accounting firms when miscommunications…
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Are You Making One of These Common Bookkeeping Mistakes?
Here’s a look at the top bookkeeping mistakes to avoid, and an action guide on how you can protect your firm.
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How AI Is Shaking Up the Accounting Industry
Unless you’ve been living under a rock on a different planet, you’re probably aware of how artificial intelligence (AI) has…
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Tips for Choosing an Accounting Practice Management Software
Explore our comprehensive guide for choosing the ideal accounting practice management software to boost your firm’s efficiency and growth.
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Six Mistakes Accountants Make During the Slow Season
The life of an accounting professional can be a demanding one, especially during the always-hectic tax season. There are tons…
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Customer Story: Enhanced Client Experience and Increased Efficiency
Based in Kendallville, Indiana, Scott Frick, CPA, has been in practice since 1993. His accounting firm offers a range of…
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