Client Meeting Agenda: Free Templates & Checklist
Ever Happened? You schedule a meeting to discuss a client’s assignment. The meeting runs for a full hour. There’s coffee, there’s conversation, […]
How to Deal With Difficult Clients Without Losing the Relationship
We once had a client spend an afternoon arguing that his weekly cleaning bill should reduce his capital gains tax liability. No […]
How to Write a Follow-Up Email After No Response (Free Templates)
You sent the proposal. Or you sent the engagement letter after a call where they seemed genuinely ready to go. Days passed. […]
When to Reissue an Engagement Letter (& When You Don’t Have To)
You need to reissue an engagement letter when the scope of services changes, when your terms change, when the regulatory position shifts, […]
Best Time Tracking & Billing Software for Accountants in 2026
The best time tracking and billing software for accountants in 2026 includes Karbon, Financial Cents, FreshBooks, Xero, Uku, QuickBooks, Clockify, TMetric, and […]
9 Best CRM Software for Accounting Firms in 2026
The best CRM software for accounting firms in 2026 includes HubSpot, Salesforce, Accelo, Capsule, Insightly, Pipedrive, Zoho, Freshsales, and Nimble. Each brings […]
Secure Client Portal for Accountants: What It Is, What to Look For & What’s Coming in FigsFlow
Your clients are emailing you asking where things stand. Calling to check if their tax return is done. Messaging to ask what […]
Which Engagement Letter Software Connects to Workflow Management? FigsFlow Does
Most engagement letter software claims to connect your workflow. You’ve probably already learned that the hard way. Demoed a handful, maybe trialled […]
AI in Accounting: How Artificial Intelligence Is Transforming Accounting Firms
You are probably asking one of two questions. What can AI actually do? And should my firm be using it yet? The […]
How Accounting Firms Can Enhance Client Experience
A client left last month. Then another. Your marketers got to work. Too many emails? Wrong timing? Pricing pressure? They reviewed everything […]
7 Task Management Tips for Accountants
Accounting is not a nine-to-five job. The clients do not stop, the deadlines do not space out, and the emails do not […]
New ChatGPT Restrictions: What Changed, What Didn’t & What It Means for You
Many of your clients have been quietly turning to ChatGPT before calling you. They type in a question about their tax situation, […]
