Accountant & Bookkeeper Guides
Tips, tricks and essentials for the success of your practice.
Payments
Why automated accounts payable is great for your clients
Accounts payable is time-consuming and can be error-prone. Automating it can save your clients time and money.
5 reasons to use online payment gateways
Invoices with an option to ‘pay now’ get settled far faster. Imagine what that could do for your clients' cash flow.
How to profit from payroll services
Payroll accounting is changing, as software simplifies the process. Accounting firms can turn this to their advantage.
Planning and performance
See all planning and performance guides
The benefits of value-based pricing
New processes let you use value-based pricing to turn efficient working into higher revenues. Find out how it works.
How to use KPIs to strengthen your advisory services
KPIs measure progress towards specific goals. You can use them to help your clients run their businesses better.
How to future-proof your accounting firm
The accounting industry is changing fast. In this guide we’ll look at how you can future-proof your accounting firm.
Leadership
10 tips to help clients prevent employee theft
Employee theft is an unfortunate fact of life for businesses. Here are some tips to help your clients reduce the risk.
Fraud prevention tips for your small business clients
Sometimes business advice is hard to give. In the case of fraud, you’ll need to tell your clients uncomfortable truths.
5 tips for hiring remote workers at your firm
The way we work and the way we hire has changed a lot. How can your firm make the most from hiring remote workers?
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 business forecasting software will help you win clients over
All accounting is beautiful but it’s forecasting that will excite clients most. Here’s a great way to start.
Helping accounting clients move to the cloud
Some clients will take to cloud accounting straight away. But some will be anxious about it. Here's how to help them.
Marketing
10 content marketing ideas for your firm
Good content marketing on your website is vital if you want to make the most of your firm’s potential.
Promote your value to the client
As a financial professional, how do you get small business owners to recognise your value? Here are our tips.
10 ways your firm can find new clients
Your firm will almost always need new clients. The best way to find them is with a proactive strategy.
Money
Accounts receivable financing can restore client cash flow
Unpaid invoices create cash flow pressure. You can help clients chase accounts receivable or help them outsource it.