Guides

An accountant working on individual tax return forms 1040/1041 using a tax form template, in a well-lit office space.
An accountant working on individual tax return forms 1040/1041 using a tax form template, in a well-lit office space.

Simplify filing with free templates for form 1040 and 1041 preparation

Tax season doesn’t have to be a nightmare if you use the right tools and process. Begin with this tax template and automation tips.

5 min read

Two accounting professionals focused on their laptops, meticulously working through a month-end close process checklist template to ensure accurate financial reporting.
Two accounting professionals focused on their laptops, meticulously working through a month-end close process checklist template to ensure accurate financial reporting.

What is month-end close? The process, best practices and a checklist

Use this template to make your firm’s month-end close process more efficient, repeatable, and accurate so you can retain more clients and grow your practice.

9 min read

Close-up of an accountant's hands typing on a laptop, indicative of the diligent work that goes into maintaining a comprehensive bookkeeping checklist.
Close-up of an accountant's hands typing on a laptop, indicative of the diligent work that goes into maintaining a comprehensive bookkeeping checklist.

Monthly bookkeeping made easy: Follow this checklist (with template)

Here are 8 items for your monthly bookkeeping checklist, including a customizable template.

5 min read

Two accounting professionals review a bookkeeping onboarding checklist together in a well-lit office, with a laptop and documents on the table to ensure a thorough client onboarding process.
Two accounting professionals review a bookkeeping onboarding checklist together in a well-lit office, with a laptop and documents on the table to ensure a thorough client onboarding process.

Bookkeeping onboarding checklist for 2024 (with template)

Your onboarding process sets the foundation for your entire relationship with a client. Use this checklist to make it strong and stable.

7 min read

A 3D illustration of a rising bar graph on a laptop screen, symbolizing technological advancements in accounting firm growth strategies.
A 3D illustration of a rising bar graph on a laptop screen, symbolizing technological advancements in accounting firm growth strategies.

Accounting firm growth 101: Strategies to expand your business

Here are 5 strategies you can use to help grow your accounting firm.

11 min read

An accounting team working together with modern tax accounting software, emphasizing streamlined client service and internal collaboration during tax season.
An accounting team working together with modern tax accounting software, emphasizing streamlined client service and internal collaboration during tax season.

10 best tax practice management software for accounting firms

Tax practice management software can make the tax filing season at your accounting firm flow smoother. Here are the top rated tools to keep your accounting firm on track.

21 min read

Best time tracking and billing software for accountants in 2024
Best time tracking and billing software for accountants in 2024

Best time tracking and billing software for accountants in 2024

Delivering work on time, within budget, and with complete payment are critical for accounting firm growth. These tools will help you get the job done.

15 min read

Clear blue sky background with a traffic signal displaying green, reflecting the concept of advancing forward with productive practices in accounting firms.
Clear blue sky background with a traffic signal displaying green, reflecting the concept of advancing forward with productive practices in accounting firms.

Boosting your accounting firm’s productivity and efficiency in 2024

Find out how to make your accounting firm more productive and successful so you can increase leads, improve efficiencies, and scale operations.

11 min read

Two colleagues sitting at a desk, in discussion.
Two colleagues sitting at a desk, in discussion.

Proven strategies and frameworks for managing your accounting firm

Whether you’re building an accounting firm from the ground up or in growth mode and scaling, these strategies will keep you on the right path.

9 min read

How to choose accounting practice management software with integrated email.
How to choose accounting practice management software with integrated email.

The 5 best accounting practice management solutions with email integrations

Need accounting practice management software with email management? Check out this list of the 5 best options, including feature comparison and reviews.

15 min read

A 2023 guide to AI in accounting: Trends, tools, and how to start
A 2023 guide to AI in accounting: Trends, tools, and how to start

Guide to AI in accounting: Trends, tools, and stats

Learn about key AI trends and stats impacting accounting and how you can win by intelligently applying these new technologies to your processes and workflows.

16 min read

A group of young professionals huddled around laptops, deep in discussion.
A group of young professionals huddled around laptops, deep in discussion.

Top 7 CRMs with QuickBooks integration for accountants: Buying guide, best tools, and more

A round-up of the 7 best CRMs that integrate with QuickBooks to help you manage your client acquisition and relationships.

16 min read