Accountant & Bookkeeper Guides
Tips, tricks and essentials for the success of your practice.
Payments
How to help your clients automate accounts payable
Help clients automate accounts payable to cut manual data entry and free up your team for advisory work.
Online payment gateways: a guide for accountants and bookkeepers
Help your clients reduce late payments with the right payment gateway for their business.
How to profit from payroll services for accounting firms
Add payroll to your Canadian practice, price it for profit, and turn pay run data into advisory work.
Planning and performance
See all planning and performance guides
Value-based pricing for accounting firms: A practical guide
Move beyond hourly billing with practical steps to price your accounting services on the value you deliver.
How to use KPIs to strengthen your advisory services
Use KPIs to move beyond compliance and deliver data-driven advisory your clients value.
How to build a future-proof accounting firm
Seven practical steps to future-proof your accounting firm with AI, advisory services, cloud tools, and smarter pricing.
Leadership
How to help your clients prevent employee theft
Help your clients prevent employee theft with practical internal controls and early detection in their books.
Fraud prevention tips to share with your small business clients
Help your clients protect their business from costly fraud with these practical strategies.
How to hire remote workers at your accounting or bookkeeping firm
Hiring remote workers at your accounting firm helps you reach skilled talent across Canada. Here's how to do it well.
Accounting and bookkeeping
See all accounting and bookkeeping guides
Starting a bookkeeping business
Work through the big decisions around accreditation, services to offer, fees to charge, and how to find clients.
How to use business forecasting to grow your advisory practice
Turn business forecasting into a high-value advisory service your clients rely on.
How to help your clients move to cloud accounting
Help clients move to cloud accounting with a phased migration plan and practical tips for your practice.
Marketing
10 content marketing ideas for accounting and bookkeeping firms
Try these 10 content marketing ideas to help your firm attract clients, build authority and grow your practice.
How accountants add value to small business clients
Discover practical ways to showcase your expertise and strengthen client relationships.
How to get accounting clients for your Canadian practice
Win more of the right accounting and bookkeeping clients with practical strategies that grow a profitable Canadian firm.
Money
How accounts receivable financing can restore your clients' cash flow
Help clients unlock cash tied up in unpaid invoices with the right AR financing option.