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Insights for Accountants

The latest articles and resources from the Doc Cheetah team.

Win New Advisory Fees With 10-Slide On-Demand Webinars Clients Rewatch—and Partners Record Before Lunch

Win New Advisory Fees With 10-Slide On-Demand Webinars Clients Rewatch—and Partners Record Before Lunch

## Why Traditional Lunch-and-Learns Are Losing Their Appetite The room-and-sandwich model died in 2020. Clients now click, swipe, and expect advice...

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Two-Person Accounting Firm Doubles Client Load in 30 Days by Automating Onboarding: A Profit-Packed Case Study

Two-Person Accounting Firm Doubles Client Load in 30 Days by Automating Onboarding: A Profit-Packed Case Study

## When New Clients Arrive, the Paper Avalanche Begins New work should ring the cash register, not the alarm bell. Yet many small firms still greet e...

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Small-Firm Hiring Reboot: 5 Two-Day Accounting Intern Projects That Let Fractional CFOs Spot Profit-Making Rockstars

Small-Firm Hiring Reboot: 5 Two-Day Accounting Intern Projects That Let Fractional CFOs Spot Profit-Making Rockstars

## Why Traditional Internships Waste Weeks—And Your Friday Nights Intern programs often run eight to twelve weeks. That is eight to twelve weeks of...

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Dominate Your Niche: Accounting Firms & Fractional CFOs Who Share One KPI Benchmark Weekly Win More High-Value Clients

Dominate Your Niche: Accounting Firms & Fractional CFOs Who Share One KPI Benchmark Weekly Win More High-Value Clients

## Why Hiding the Numbers Scares Off Premium Clients Your best prospects judge speed, clarity, and foresight. When you wait a month (or a quarter)...

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Stop Billing Hours, Start Selling Results: The Value Pricing Blueprint for Accounting Firm Owners

Stop Billing Hours, Start Selling Results: The Value Pricing Blueprint for Accounting Firm Owners

## Why Hourly Billing Puts Your Firm in Reverse Gear The billable hour is a relic. Attorney Reginald Heber Smith popularised it in 1919—before email...

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Beat the Accounting Talent Crunch: Offshore Pods vs Local Hires for Lower Costs and Faster Turnarounds

Beat the Accounting Talent Crunch: Offshore Pods vs Local Hires for Lower Costs and Faster Turnarounds

## The Talent Pipeline Has Sprung a Leak Accounting seats are emptying faster than we can refill them. More than 300,000 U.S. accountants left the...

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Beat the February Capacity Crunch: 5 Workflow Fixes That Give Small Accounting Firms 30 Billable Hours Back

Beat the February Capacity Crunch: 5 Workflow Fixes That Give Small Accounting Firms 30 Billable Hours Back

## Why February Feels Like a 31-Day Jammed Inbox We roll out of January flush with New-Year optimism, then bang—February hits. Deadlines stack: 1099...

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Reclaim 18 Non-Billable Hours a Day: Time-Tracking Case Study for Accounting Firms and Fractional CFOs

Reclaim 18 Non-Billable Hours a Day: Time-Tracking Case Study for Accounting Firms and Fractional CFOs

## Where Your Day Disappears: The Hidden Sinkholes Non-billable work chews up more time than many partners realise. The average accountant logs bar...

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15-Minute App Triage for Accountants: A Contrarian Framework to Rank High-ROI Tools and Lift Profit per Partner

15-Minute App Triage for Accountants: A Contrarian Framework to Rank High-ROI Tools and Lift Profit per Partner

## Drowning in Icons: Why App Overload Hits the Ledger Hard The average firm juggles more than 40 apps—bank feeds, portals, e-sign tools, AI bots....

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Outsmart or Onboard? How Fractional CFOs Can Turn AI Accounting Bots into a 20-Hour-a-Month Profit Engine

Outsmart or Onboard? How Fractional CFOs Can Turn AI Accounting Bots into a 20-Hour-a-Month Profit Engine

## AI Promises, Yet You’re Still Chasing Invoices Generative bots can draft memos, reconcile accounts, even write code. Yet half of small firms stil...

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