Insights for Accountants
The latest articles and resources from the Doc Cheetah team.
Stop Paper Archiving: 3 DMS Automations That Reclaim Hours and Give Accounting Firms Instant Document Retrieval
## Paper Mountains Are Eating Your Margin We still see partners sprinting to basement archives at 4 pm, praying the right folder is in the right bo...
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Reclaim Your Fridays: Automate R&D Tax Credit Documentation in 2 Clicks and Save 6 Billable Hours
## Why R&D Tax Paperwork Still Eats Your Lunch Engineers log technical tasks in Jira, payroll sits in Gusto, and project costs hide in Excel. When...
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Automate Your Client Pipeline in One Afternoon—Without Losing a Single Lead
## Spreadsheets Can’t Chase Prospects, They Only Collect Dust Manual pipeline tracking feels harmless, until the phone rings while you hunt for a col...
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Reclaim 12 Hours Weekly: 3 Zapier Workflows for Small Accounting Firms & Fractional CFOs
## Why Tuesdays Turn Into Timesheet Tetris We know the dance: the client emails a half-finished spreadsheet at 9 a.m., the team chases receipts til...
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Outsmart Scope Creep in Client Engagements: 12-Point Checklist Accounting Firm Owners Finish Before Lunch
## Where the Engagement Line Gets Blurry We’ve all been there. A client forwards “one quick spreadsheet” and suddenly Friday night turns into a reco...
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Generate 30 Advisory Leads a Month with 7-Minute Loom Debriefs: A Field-Tested Blueprint for Fractional CFOs
## Why Your Inbox Still Looks Like Wednesday Afternoon Traffic First, the hard truth: inbox outreach is losing steam. Average B2B email open rates...
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Stop Hand-Keying Payroll: Payroll Automation Lets Accounting Firms Reclaim 10% Profit and Wow Clients
## Why Manual Payroll Still Eats Your Fridays Every fortnight the same ritual plays out: export timesheets, hand-key hours, double-check taxes, cha...
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Cheque Printing Software for Accounting Firms: Reclaim 10 Billable Hours and Protect Partner Margin
## Manual Check Runs: Where Fridays Go To Die Picture this: It’s 4:45 p.m., a partner’s waiting for a golf tee-time, and the printer jams on cheque...
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AI Reconciliation Myths Debunked: Reclaim 8 Hours a Week in Your Small Accounting Firm
## The Tall Tales Holding Your Ledger Hostage AI still scares many partners. We hear the same campfire stories: “Robots will steal my job,” “Only B...
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5 Post-Payroll Touchpoints That Turn CEO Clients Into Referral Engines for Fractional CFOs and Small Firms
## Why Silence After Payday Costs You More Than Overtime Your team runs payroll like clockwork, but once pay stubs hit inboxes the conversation sto...
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