Insights for Accountants
The latest articles and resources from the Doc Cheetah team.
Slash Scope Creep in 5 Minutes: The Post-Onboarding Profit Check Every Accounting Firm and Fractional CFO Needs
## Why Little Favors Turn Into Margin Killers Your team finishes onboarding a new client. Then the “quick” extras start—an ad-hoc cash-flow model he...
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Quiet Price Increase: Two-Line Email Partners Use to Raise Accounting Fees 12% and Keep Every Client
## The Hidden Stress Behind Fee Anxiety Most partners know costs climb faster than a stack of un-reconciled receipts. Yet 57 % of firms still delay...
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7-Day Accounting Tech Detox: Cut Low-ROI Apps, Save 30% on SaaS Fees, Win Back 10 Billable Hours
## Too Many Apps, Too Little Time A decade ago you needed five core tools. Today the average firm juggles 130 SaaS apps and pays for 220 licences b...
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3 DMS Automation Tweaks Every Accounting Firm Needs to Reclaim 8 Hours and Lift Margin
## Manual Paper-Chasing: The Hidden Drain on Your Week We know 30 June looms, yet the scanner still hums. Partners tell us their team burns up to ei...
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Slash Scope Creep: Guardrails That Give Accounting Partners and Fractional CFOs Back 10% Profit—and Their Fridays
## Why the “Quick Extra” Becomes a Profit Leech Ever agreed to “just one more meeting” or a “quick look” at a client’s new app stack? That’s scope...
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Slash 50% off Your Month-End Close: The Two-Bot AI Playbook That Hands Partners 20 Billable Hours Back
## The Hidden Time Sink Lurking in Every Ledger We all know the drill: the calendar flips, the inbox fills, and the month-end close kicks off its fa...
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Cut Onboarding Hours in Half: AI Video SOP Bites Train Accounting Staff While You Bill
## Why New-Hire Boot Camps Still Drag On Many firms still hand rookies a thick binder of Standard Operating Procedures and hope muscle memory sets i...
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Accountants, Boost Retainer Uptake 37% Using Friday-Only Advisory Sprints
## Why Retainers Stall in Compliance-Heavy Firms Most small practices still run on a “tick‐and‐tie” treadmill. Returns, reconciliations, lodgements—...
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Slash Accounts Receivable Headaches by 80%: The Automation Blueprint for Fractional CFOs & Small Firm Partners
## Why Your Invoices Stall at the Starting Line We know the ritual: you finish a tax return at 4 p.m., fire off an emailed invoice, then watch the...
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AI Client Portal Playbooks Halve Client Response Time and Unlock Extra Billable Hours for Accounting Partners
## The Inbox Bottleneck: Why Replies Take 24 Hours (or More) Partners should be steering strategy, not chasing emails. Yet firms still burn an averag...
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