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4 Ways Bookkeepers Can Improve Client Retention
Did you know that it costs five times more to acquire a new customer than it does to keep an existing one? A Bain & Co. study also found companies that increased their retention rates by just five percent, increased profits upwards of 95 percent. Client retention...
The Top 3 Tools for Bookkeepers in 2019 and Beyond
We live in a fast-paced, tech-driven world where clients’ expectations of their bookkeepers and CPAs have never been higher. There are also more technological solutions aimed at helping CPAs and bookkeepers better serve their customers than ever before. By fully...
The #1 Way to Impress Your Bookkeeping Clients
The number one way to impress your bookkeeping clients? Deliver a first-class customer experience. As obvious as that may sound, it’s worth exploring the data and psychology behind it. “Customer Experience is the New Battlefield” That was the conclusion of several...
4 Reasons CPAs and Bookkeepers Need to Embrace Tech
We all know the stereotype of the accountant—calculator and pen in hand, poring over reams of paper filled with endless rows of figures. It’s an old-school image from the pre-2000s, and largely irrelevant today (thanks, Excel!). But sometimes, we forget that the...
How to Get a Client to Pay an Invoice (and Keep Their Business)
If there ever was a secret, foolproof (and legal) method on how to get a client to pay an invoice, every business owner on the planet would want in on it. Of course, when it comes to getting your clients to pay their invoices in full and on time, there’s no such thing...
How to Use QuickBooks Online: Your Guide to the Essentials
QuickBooks Online Tutorial Series: How to Use QuickBooks Online As a small business owner who’s just getting started with QuickBooks, it’s easy to feel like you’re always short on time. Keeping track of expenses, reconciling your accounts, putting together invoices...
4 Reasons Why Payment Options Matter
There have never been more payment options available than there are today. Credit cards, debit cards, ACH, money orders, PayPal, Stripe, Square, Bitcoin—we could go on and on, but you get the picture. And with each having its own fees, rules, and processing times—it’s...
Meet the Accounts Receivable Solution You’ve Been Waiting For
Is managing your small business accounts receivables a challenge? Sure, having a large balance might make your revenues look good, but it doesn’t put any money in your pocket. And if you can’t quickly turn your accounts receivables into cash, your business has a...
4 Ways Accounting Automation Helps Grow Your Business
As a business owner, you love getting paid. But what about the actual billing and invoicing process? Unfortunately, if you want to get paid, you need to send (and oftentimes chase after) invoices. It’s a tedious but necessary part of running a business. Accounting...
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