Accountants Introducing Client Hub AI-enabled Email Integration Client Hub is thrilled to announce a revolutionary new enhancement in the Client Hub experience: the introduction of our AI-Enabled Email Integration feature! This groundbreaking integration is designed to elevate
New feature: Pinned Panel The wait is finally over! The new Pinned panel on the Internal Workspace page will display all the pinned items from within your account including: • Client Tasks • Client Messages • Client Notes • Jobs • Emails
Accountants Investing in Your Success: Self-Improvement Tips for Bookkeepers and Accountants In the fast-paced world of bookkeeping and accounting, staying on top of your game is key to success. As outsourced bookkeepers and accountants, your ability to thrive depends on your
Accountants Strengthening Client Relationships: Show Your Clients Some Love Being an accountant or bookkeeper isn't just about balancing the books – it's also about nurturing relationships with your clients. Sure, you've got the financial smarts, but showing your clients that you genuinely care about them can make all the difference.
Accountants The Power of Reviews: Enhancing Your Accounting Practice through Client Feedback As accounting professionals, bookkeepers, and QuickBooks ProAdvisors, your reputation is crucial to the success and growth of your business. In today's digital age, online reviews have become an essential aspect
Accountants 5 Tips to Help Your Clients Navigate Change and Embrace New Technology As a bookkeeper or accountant, embracing change and adopting new technology is crucial for staying competitive and providing top-notch service to your clients. However, guiding your clients through this process
Magic Workflow: ChatGPT-Powered Workflow and Process Generator Introducing Client Hub's new ChatGPT-powered feature called Magic Workflow. It's totally changing the game for accounting and bookkeeping professionals. With Magic Workflow, creating custom workflows and processes has never been
Accountants Transforming your Practice: Developing Effective Workflows Bookkeeping is an essential function in small businesses. Accurate and efficient management of financial transactions is necessary for tax compliance, financial management, and decision-making. Bookkeepers & Accountants working with small
Accountants Time Tracking: The pros and cons of tracking time in your practice. As always time tracking is a hot topic in the accounting and bookkeeping profession. How do you decide when/if to track time for client billing and or payroll. When
Technology The 5 Leading Accounting Practice Management Solutions for Your Firm in 2023 Are you looking for the best practice management software for your accounting firm? In this article, we’ll look at five of the top accounting practice management solutions currently on the market. Client Hub Client Hub is a modern accounting practice management solution built
New technologies Guide to Transition Teams to New Technologies Learn how to transition your firm to new technologies using best practices.
Rebuilding a Business Model to Scale Your Firm Learn how rebuilding a business model can help you scale your firm today.
Step-by-Step Guide to Solving Your Staffing Crisis Are you struggling with solving your staffing crisis? Learn how to solve your staffing woes and retain talent the right way.
5 Steps to Picking the Right Clients for Your Firm Five steps to pick the right clients for your firm. Learn how to avoid bad clients that cause your team stress and frustration.
Master Effective Client Communication With the 5 Ws Are you struggling to communicate with your clients effectively? Learn the 5 steps to effective client communication.
Firing a Client Like a Professional Firing a client is an unfortunate necessity in business. Learn how to let go of a client that doesn’t fit in with your firm any longer.
Finding the Right Accounting Firm Software Solutions in 8 Easy Steps - Part 2 We recently had the pleasure of writing an article on finding the right software solutions for accounting firms. However, we got a little overzealous, and it turned into a two-part
Finding the Right Accounting Firm Software Solutions in 8 Easy Steps - Part 1 Finding the right software solutions for your accounting firm can be a challenging task. Between the many options on the market today and all the suggestions thrown your way on
Management How to Organize Your Accounting Workload With 4 Quick Tips How organized do you feel at your firm? Are you scrambling to meet deadlines and slow to communicate with clients at times? Do you wonder if there may be a
Case Studies Ricardo Ardiles Keeps Clients Informed and Focused on Deadlines PharmaTax and DentalTax help pharmacists and dentists minimize their taxes, grow their businesses, and build wealth. Client Hub helps Ricardo and his partners automate recurring information requests to clients and track when the clients respond to those requests.
Case Studies Wendelyn Stays Organized While Protecting Nonprofits from Fraud Firm type: Outsourced accounting... Niche: Nonprofits... Wendelyn Duquette is growing an outsourced accounting practice serving nonprofits called QuickStart. Wendelyn chose Client Hub for her practice management solution to protect them from fraud while keeping her team organized.
Case Studies Lorenda Christensen Tamed a Frankenstein Tech Stack Firm type: Bookkeeping and Consulting. Lorenda owns a growing, profitable business that focuses exclusively on bookkeeping. She’s maintained steady growth and profitability by partnering with CPAs and managing all her firm’s bookkeeping work in Client Hub.
Case Studies Brandon Culp's Firm Becomes a Professional Hub For Clients Firm type: Fractional CFO. Niche: Dentists. Over his career, Brandon Culp worked on Fortune 500 finance teams and for a top 50 accounting firm. Then in October of 2020, he started Fraction CFI, a firm focused on helping dentists with all their financial needs.
Case Studies Arielle Alipio Grew a Successful Accounting and Bookkeeping Firm from Scratch Firm: Full-service accounting, bookkeeping, tax. Niche: eCommerce. Arielle Alipio immigrated to Canada, from Hong Kong. After working for minimum wage for another firm, she set off on her own and now runs a successful growing firm.
Cloud Computing How Cloud Computing Is Changing the Accounting Industry Cloud computing helps accounting firms thrive in today's world. Here are the benefits, costs, statistics, and impacts on accounting firms.
