Insights for Accountants
The latest articles and resources from the Doc Cheetah team.
Accounting Firms: Win High-Margin Clients with 25-Minute Workshops
## Why Spray-and-Pray Prospecting Keeps Margins Thin Many firms still chase every lead with equal zeal. The result? A partner spends hours wooing pr...
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Unlock an 18% Cross-Sell Revenue Boost for Accounting Firms with Embedded Insurance Advisory
## Why Relying on Tax Season Alone Caps Your Growth Nine out of ten small firms still pull the bulk of revenue from returns and attest work. The 20...
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AI Tax Prep for 2025 Personal Returns: How Ready Is It—And How Many Hours Can You Reclaim?
## Manual Tax Prep: The Eight-Hour Sinkhole Still Haunting 1040 Season We’ve all seen it: a senior accountant spending Saturday typing W-2 figures i...
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Dashboard-As-A-Service: The Cloud-Based Playbook For Fractional Cfos To Scale Real-Time Kpi Reporting And Monetize Insights
## Yesterday’s Numbers Arrive Tomorrow Static KPI decks hit inboxes days late—that’s like reviewing last Friday’s sales on Monday afternoon. No surp...
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Workflow Autopsies: The 90-Minute Monthly Review That Removes 30% Of Bottlenecks And Elevates Accounting Firm Profit Margins
# Workflow Autopsy: The 90-Minute Review That Eradicates Bottlenecks ## Bottlenecks That Masquerade as Busywork Despite mapped engagements and chec...
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Cybersecurity As A Profit Center: Turn Data-Protection Advisory Into A High-Margin Service Line For Accounting Firms
### When Payroll Freezes at 8 a.m. It’s payroll day—8 a.m.—and your general ledger has locked behind a ransom screen. While the operations lead phon...
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Stop Chasing Every App: A Fractional Cfo’s Playbook For Building A Lean, Integrated Accounting Tech Stack
# Stop Chasing Every App **Every month, another “one-click-close” logo creeps onto the ledger.** Gartner’s 2023 finance-tech survey says the typical...
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Zero-Rework Lean Kanban Playbook For Accounting Firms: Reduce Work-In-Progress By 30% In 90 Days
Problem The average mid-size CPA firm carries 11.6 unfinished returns per staff member—work that bleeds margin every day it sits. This pile-up of wo...
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Ai Month-End Close Automation: Cut The Close From 10 Days To 3 And Reclaim 40 Billable Hours—A Playbook For Fractional Cfos & Accounting Firms
It’s day nine of the close, and Maria is still begging clients for bank statements. The ledger stalls, yet nothing’s technically wrong with the softwa...
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Scale Advisory Services 3X: Human + Ai Workflows For Fractional Cfos & Accounting Firms—No Extra Headcount Needed
**PROBLEM** Another 2 a.m. forecast? CFO-as-a-service requests have more than doubled since the pandemic, yet 43% of firms still juggle consolidatio...
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