Accountant & Bookkeeper Guides
Tips, tricks and essentials for the success of your practice.
Payments
Why automated accounts payable (AP automation) is great for your clients
All of your clients have bills to pay. Learn how accounts payable automation can simplify the process for you and them.
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
Complete guide to value-based pricing for accountants and bookkeepers
Learn how value-based pricing strategies can lead to higher revenue and happier clients.
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
How to fire a difficult client
If you have a difficult or unprofitable client, it may be time to move them on. Here’s how to do it the right way.
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
Debt financing can restore client cash flow
Unpaid invoices create cash flow pressure. You can help clients chase debtors or help them outsource it.