Discover why the CA and finance world is still behind in automation and how you can get ahead.
When to Say No: Red Flags to Watch for in New Clients
Wed Apr 23 2025
Not all revenue is good revenue. Learn to identify red flags early—so you only onboard clients who value your time, pay on time, and stick around.
The 80/20 of Client Satisfaction in CA Firms
Tue Apr 22 2025
80% of client delight comes from 20% of systems. Discover the most impactful things you can do to retain clients longer and keep them talking about you.
Using Micro Automations to Eliminate Follow-Up Fatigue
Mon Apr 21 2025
Tired of chasing clients for documents and updates? These micro automations will save your energy, streamline your day, and make your firm look sharp.
How to Productize One-Time Services for Recurring Revenue
Sun Apr 20 2025
One-time services don’t scale. Learn how to package them into products that drive consistent income and stronger client retention.
How Not to Burn Out During Tax Season
Sat Apr 19 2025
You don’t have to sacrifice sleep, sanity, or your weekends to survive tax season. Learn how to prep your team, clients, and tools for stress-free sprints.
The First 7 Days of a New Client: What Matters Most
Fri Apr 18 2025
Client experience begins before the first deliverable. Learn how to onboard new clients with speed, clarity, and a wow factor they’ll never forget.
