Recent articles by Tim Sines

What’s New for Accounting Firms in 2023?

By Tim Sines / November 14, 2022

In this post, we take a look at growing trends in the accounting industry and predict what trends will rise to the top in 2023.

A Guide to Improving Communication With Your Accounting Clients

By Tim Sines / October 17, 2022

Would you like to improve communication with your accounting clients? In this post, we share the best practices to follow.

File Sharing and e-Signature Features to Keep Your Clients’ Data Protected

By Tim Sines / October 11, 2022

October is Cybersecurity Month. This Cybersecurity Month, it’s time to take an inventory of the features of the software used…

How to Stop Scope Creep With Your Accounting Clients

By Tim Sines / October 3, 2022

How do you stop scope creep with your accounting clients? In this post, we discuss what scope creep is and how to stop it from happening in your firm.

Should You Choose an Accounting Niche?

By Tim Sines / September 19, 2022

Why should you choose an accounting niche for your firm? In this post, we look at the benefits.

Tips for Attracting New Accounting Clients

By Tim Sines / September 5, 2022

How do you attract new accounting clients? In this post, we share time-tested tips for generating brand new clients for your accounting firm.

Hiring Tips for Accounting Firms

By Tim Sines / August 22, 2022

What are the best recruiting tips for accounting firms? In this post, we share a list of top considerations when hiring new candidates.

Eight Ways Your Accounting Firm Can Build Strong Client Relationships That Last

By Tim Sines / August 15, 2022

Some workdays feel so busy that you barely have time to breathe-especially during tax season. But no matter how stressed…

How to Get the Most Value Out of Your CRM

By Tim Sines / August 15, 2022

What’s the secret to getting value from a CRM? In this post, we look at how accounting firms can effectively use a client relationship management tool.

5 Ways Accounting Firms Can Get Paid More Quickly

By Tim Sines / August 8, 2022

According to a Quickbooks survey, mid-sized businesses were owed over $300k in late payments in 2021.   That’s no small chunk…

How to Request a Review From a Client After Tax Season

By Tim Sines / August 8, 2022

Would you like tips on getting reviews from your accounting clients? In this post, we share why, when, and how to ask.

Top Tech Tools for Accounting Firms in 2022

By Tim Sines / August 3, 2022

Modern accounting technology has skyrocketed productivity rates.   91% of accountants say that technology helps them focus on their clients and…