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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 better way to stay on top of your workload? If so, keep on reading.
June 8, 2022
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Chloe Hunter
Management
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.
June 2, 2022
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Chloe Hunter
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.
April 15, 2022
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Chloe Hunter
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.
April 8, 2022
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Chloe Hunter
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.
March 31, 2022
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Chloe Hunter
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.
March 18, 2022
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Chloe Hunter
Case Studies
The Ultimate Growth Strategy for Accounting Firms in 2022
Six ultimate growth strategies that can help your firm grow and will drive results and clients to your accounting firm in 2022 and onwards.
November 18, 2021
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Chloe Hunter
Accountants
7 Communication Skills Every Accountant Must Have For Success
Discover why having good communication skills is important for accountants and how it can help their professional journey.
November 3, 2021
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Avon Abogadie
Accountants
Client Onboarding: A 5-Step Guide for Accounting Firms
Relevant client onboarding is an important part of any accounting business. Here's a 5-step guide that will guide you through the process.
September 17, 2021
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Chloe Hunter
Accounting Firms
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