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Top AI Notetakers for Accountants and Bookkeepers
Discover the best AI notetaking tools for accountants to save time, boost accuracy, and improve client meetings with tools like Otter, Krisp, and Fireflies.
May 15, 2025
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Chloe Hunter
Accountants
CRM vs Practice Management Software for Accountants
Compare CRM and practice management software to help accountants and bookkeepers choose the right tools for client growth and workflow efficiency!
May 8, 2025
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Chloe Hunter
Accounting Firms
4 Smarter Ways to Share Financial Insights Clients Actually Understand
Discover 4 smarter ways to present financials clearly, helping clients easily understand reports, cash flow, and key business insights.
April 24, 2025
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Judie McCarthy
Accounting Firms
“Just a Bookkeeper?” Battling Impostor Syndrome Daily
Think you're “just” a bookkeeper? Think again. Here’s how to recognize your worth and kick impostor syndrome to the curb—one ledger at a time.
April 17, 2025
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Judie McCarthy
Accountants
Top 7 AI Tips to Streamline Workflows in Accounting Firms
Discover 7 smart ways to use AI in your accounting firm—from fraud detection to proposal writing—to save time and boost client service.
April 10, 2025
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Avon Abogadie
Accountants
After the Cleanup: Keeping Clients (and Their Books) in Line
Keep clients on track after QuickBooks consulting with hybrid services, training, referrals, and smart post-project strategies.
April 3, 2025
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Judie McCarthy
Accountants
Client Hub’s QuickBooks Integration Just Got a Major Upgrade
Discover Client Hub’s new Books Review feature for QuickBooks Online, helping firms automate transaction reviews and boost productivity. Try it now!
March 20, 2025
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Chloe Hunter
Client Hub
New Feature Update: Assign Due Dates to Job Task Groups for Clarity
Enhance job management with due dates for task groups. Improve planning, accountability, and visibility with this powerful Client Hub update.
March 13, 2025
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Judie McCarthy
Client Hub
How to Create an Employee Handbook for Accounting Firms
Learn how to create a clear, compliant employee handbook for accounting firms, covering policies, legal requirements, and best practices.
March 6, 2025
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Avon Abogadie
Accounting Firms
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