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Insights for Accountants

The latest articles and resources from the Doc Cheetah team.

7 Workflow Tweaks Accounting Pros Use to Slash Deadline Panic and Win Back Friday Nights

7 Workflow Tweaks Accounting Pros Use to Slash Deadline Panic and Win Back Friday Nights

## Why Your Calendar Turns Red Every Quarter-End We know 30 June looms, and so does every month-end close. The root cause? Too many firms still key...

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Reclaim Fridays: 5 Value-Pricing Experiments That Give Accounting Firm Partners a 4-Day Workweek and 25% More Profit

Reclaim Fridays: 5 Value-Pricing Experiments That Give Accounting Firm Partners a 4-Day Workweek and 25% More Profit

## Hourly Billing: The Silent Thief of Your Fridays Accountants still log time like it’s 1999. Every six-minute unit rewards slowness and punishes...

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12-Hour Certification Sprint: Gamify Staff Training and Lift Accounting Firm Utilization 15%

12-Hour Certification Sprint: Gamify Staff Training and Lift Accounting Firm Utilization 15%

## Why Traditional Training Sends Your Billables to Time-Out Long, slide-heavy seminars feel safe. They also bleed energy. Staff tune out after 10...

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Debunking 7 Robotic Process Automation Myths Costing Small Accounting Firms Billable Hours and Profit

Debunking 7 Robotic Process Automation Myths Costing Small Accounting Firms Billable Hours and Profit

## RPA Roadblocks: Seven Myths That Keep the Keyboard Clicking First the good news: bots don’t bill by the hour. The bad news? Seven stubborn myths...

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Cut Month-End Review Time by 40% with AI Markdown Summaries: Accounting Firm Case Study

Cut Month-End Review Time by 40% with AI Markdown Summaries: Accounting Firm Case Study

## Manual Month-End Reviews: The Hidden Time Sink Accountants still spend nights matching transactions, stapling receipts, and emailing “one last”...

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Automate Accounting Engagement Letters, Reclaim Friday Afternoons, and Add 6 Margin Points to Your Firm

Automate Accounting Engagement Letters, Reclaim Friday Afternoons, and Add 6 Margin Points to Your Firm

## Hand-Crafting Engagement Letters: The Silent Time Sink Picture Thursday evening. You’re still toggling between Word, last year’s PDF, and the late...

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Merge CRM and General Ledger Feeds to Unlock 3 Instant Advisory Insights and Reclaim 5 Billable Hours a Week

Merge CRM and General Ledger Feeds to Unlock 3 Instant Advisory Insights and Reclaim 5 Billable Hours a Week

## Disconnected Systems: The Quiet Thief of Partner Profit Every time a junior re-keys a CRM invoice into the general ledger, the clock steals mone...

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Small Accounting Firms: Turn Blockchain Fear into 30-Day Profit with Immutable Ledgers

Small Accounting Firms: Turn Blockchain Fear into 30-Day Profit with Immutable Ledgers

## Blockchain: Big Buzzword, Bigger Headache? We hear it every week: “Should we go blockchain?” You nod politely, then dodge the question because has...

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Workpaper Version Control, Solved: Two-Button Git Workflow Case Study That Gives Accounting Partners Friday Nights Back

Workpaper Version Control, Solved: Two-Button Git Workflow Case Study That Gives Accounting Partners Friday Nights Back

## The Hidden Time Sink Lurking in Your Workpapers Every firm starts version control with good intentions: a “Final v3.xlsx” in a shared folder. By...

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How Fractional CFOs Turn Real-Time Payroll Alerts into 5 High-Margin Advisory Upsells

How Fractional CFOs Turn Real-Time Payroll Alerts into 5 High-Margin Advisory Upsells

## Real-Time Payroll Alerts: Mighty Signals Still on Mute Most payroll apps now flash instant warnings, overtime spikes, duplicate payments, mis-cl...

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