Guides

A step-by-step M&A due diligence guide for accounting firms preparing for a merger or helping clients navigate acquisitions with confidence.

Selling your accounting practice is a painstaking process, but it can be easier and more lucrative with this guide and checklist.

Find the best solution for your tax, accounting, or bookkeeping firm by comparing Financial Cents with the features and capabilities of the other leading practice management platforms.

Increasing rates for existing clients can be a tricky conversation, but it’s how firms grow. Do it effectively and efficiently with this template.

Accounting firm mergers have plenty of moving parts and stars that need to align. Here’s how you can prepare to get your best shot at the rewards it offers.

A successful accounting firm merger needs considerable planning for the challenges it presents. A detailed plan, like this one, can be vastly helpful.

Supported by the right technology, your accounting firm can focus on client needs instead of routine (but essential) tasks. Here’s how to make that happen.

The accounting engagement letter is the first official step in your relationship with a new client. Cover all your bases with this template.

Accounting task management software can be the key to maximizing client satisfaction. Here are the top-rated tools to keep your firm on track.

Project management software can be the difference between running an accounting firm and growing it. Here are the top rated tools to keep your firm on track.

Everything you need to know about Client Accounting Services (CAS), including strategies for growing your CAS delivery.

Payroll is critical but demands a high degree of compliance. Don’t miss a beat with this checklist to keep you on track every single time.