Guides

M&A due diligence process for accounting firms: A 2025 guide

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

9 min read

Selling an accounting practice: A comprehensive checklist

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

10 min read

Top 5 Financial Cents alternatives to consider for your accounting practice management software

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.

14 min read

Accounting rate increase letter tips (plus a template)

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

9 min read

Accounting firm mergers: Challenges, rewards, and strategies

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.

8 min read

Merging accounting firms successfully: Strategies and tips

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

7 min read

Elevate your accounting firm: Building the ideal tech stack

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.

16 min read

Accountants in a casual meeting at the office, with the man in a suit and the woman in a plaid shirt, illustrating a consultation or discussion about the terms of an accounting engagement letter.

How to write an accounting engagement letter (plus examples)

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

8 min read

Professional accountant reviewing tasks on a laptop in a relaxed outdoor setting with plants and a rustic decor.

11 best task management software solutions for accounting firms [2025]

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

22 min read

A focused accounting professional evaluating project management software on a laptop in a well-organized workspace.

9 top project management software tools for tax and accounting firms [2025]

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.

18 min read

A diverse group of accounting professionals collaboratively working in a bright office, with one focused individual using a laptop to provide outsourced client accounting services.

Client Accounting Services (CAS): Definition, benefits, and examples

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

11 min read

An accounting professional setting showing a payroll checklist template on a laptop with additional payroll processing tools like a calculator and tablet on the desk, exemplifying streamlined payroll best practices.

How to streamline payroll with a workflow checklist and template

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.

4 min read