Five steps to pick the right clients for your firm. Learn how to avoid bad clients that cause your team stress and frustration.

Are you struggling to communicate with your clients effectively? Learn the 5 steps to effective client communication.

We recently had the pleasure of writing an article on finding the right software solutions for accounting firms. However, we got a little overzealous, and it turned into a two-part mega guide on the topic.

Finding the right software solutions for your accounting firm can be a challenging task. Between the many options on the market today and all the suggestions thrown your way on what you should use, it can be downright overwhelming.

How organized do you feel at your firm? Are you scrambling to meet deadlines and slow to communicate with clients at times? Do you wonder if there may be a better way to stay on top of your workload? If so, keep on reading.

PharmaTax and DentalTax help pharmacists and dentists minimize their taxes, grow their businesses, and build wealth. Client Hub helps Ricardo and his partners automate recurring information requests to clients and track when the clients respond to those requests.

Firm type: Outsourced accounting... Niche: Nonprofits... Wendelyn Duquette is growing an outsourced accounting practice serving nonprofits called QuickStart. Wendelyn chose Client Hub for her practice management solution to protect them from fraud while keeping her team organized.

Firm type: Bookkeeping and Consulting. Lorenda owns a growing, profitable business that focuses exclusively on bookkeeping. She’s maintained steady growth and profitability by partnering with CPAs and managing all her firm’s bookkeeping work in Client Hub.

Firm type: Fractional CFO. Niche: Dentists. Over his career, Brandon Culp worked on Fortune 500 finance teams and for a top 50 accounting firm. Then in October of 2020, he started Fraction CFI, a firm focused on helping dentists with all their financial needs.