Recent articles by Tim Sines
How to Get the Most Value Out of Your CRM
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
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
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
Modern accounting technology has skyrocketed productivity rates. 91% of accountants say that technology helps them focus on their clients and…
Why Your Accounting Firm Needs Secure File-Sharing and One-Click E-Signatures
With more companies doing business online, there’s a greater risk than ever that a hacker may target your business. A…
Six Steps to Better Accounting Firm Marketing
While you may feel that the quality of your accounting work speaks for itself, 85% of consumers research online before…
4 Accounting Trends Your Firm Needs to Prepare For
There’s no question that the COVID-19 pandemic changed how the world does business. While 85% of accounting professionals went into…
4 Reasons Your Firm Should Be Accepting Online Payments
Now that people can make all their purchases from their phones, they expect to be able to make payments online…
Key Ways for Accountants to Be More Productive with Their Time
What are the top accounting firm productivity tips? In this post, we share tips on how accountants can make the most of their time.
On Cloud 9: Five Benefits of Cloud-Based Software for Accounting Firms
The COVID-19 pandemic changed accounting practice management as an increasing number of CPAs turned to working from home. And even…
How to Use Accounting Firm Analytics to Improve Performance
Are you keeping track of your accounting firm’s performance analytics? In this post, we share why you should and which metrics to track.
7 Accounting Practice Upgrades for 2022
Looking for tips to upgrade your accounting practice in 2022? In this post, we discuss 7 processes to improve your practice.