Bookkeeping Edge founder Michael Kahn shares how Client Hub transformed client communication, boosted efficiency, and simplified his workflows.

Discover why relying on email alone can weaken client relationships and how modern collaboration tools create clarity, speed, and stronger client trust.

Learn how documenting recurring tasks builds scalable workflows for accounting firms and how Client Hub helps streamline delegation and growth.

Small firms can avoid data mishaps by moving from risky email to safer cloud drives and secure client portals that support compliance.

Strengthen firm-client ties with feedback loops. Use check-ins, surveys, and touchpoints to drive retention, upselling, and satisfaction.

Here are some practical tips to set clear client communication boundaries, boost efficiency, prevent burnout, and keep professional relationships strong.

Learn how accounting teams can build healthy habits that improve focus, reduce burnout, and strengthen collaboration for long-term success.

Accounting leaders can shape inclusion through actions that matter: listening, fair workflows, flexibility, and authentic leadership every day.

Show how a strong brand voice builds trust, sets your firm apart, and supports the goal of attracting and keeping the right clients.