Insights for Accountants
The latest articles and resources from the Doc Cheetah team.
Stop Waiting for W-2s: Fractional CFOs Unlock Real-Time Payroll to Reclaim 30 Billable Hours Before Tax Season
## Waiting on January Envelopes? That’s Your Profit Leaking Every January, partners refresh inboxes and chase clients for W-2s. The clock ticks, wo...
Read more →
The One Discovery Call Question That Lets Fractional CFOs and Accountants Charge Premium Fees Without Pushback
## Why Premium Fees Stall at the First Hello You open Zoom. Five minutes in, the prospect asks, “How much do you charge?” Conversation derailed. We’v...
Read more →
Tiered Pricing for Accounting Firms: Add 12% Profit per Partner While Clients Applaud
## Hourly Billing: the Hidden Handbrake on Growth Many small firms still live by the clock. Every six-minute block gets timed, tallied, and debated....
Read more →
Agentic AI Risks, Big-Firm Blindspots: How Small Accounting Firms Can Spot Trouble Early and Win More Profit
## Hidden Pitfalls of Agentic AI: Why Big Firms Keep Stumbling The headlines say the giants have AI “everywhere.” Peel back the curtain and you fin...
Read more →
Unlock 15% Hidden Margin: Busting 7 Advisory Service Myths Draining Profit in Small Accounting Firms
## Seven Myths Keeping Advisory Fees Off Your Ledger We see it every week: a partner tells us, “If we just pump sales, margin will follow.” Then ov...
Read more →
How Rewire’s Client Onboarding Automation Let a Two-Partner Accounting Firm Reclaim 120 Hours—and Wow Every New Client
## Why Manual Onboarding Eats Your Friday Nights The first week with a new client should feel exciting. Instead, it often feels like data-entry det...
Read more →
Ditch the PDF: 30-Minute Loom Proposals Cut Accounting Engagement Close Time by 80%
## Why Your 8-Page PDF Stays in the Inbox Clients love clean numbers, not clunky files. Yet most firms still ship static PDFs that scream “homework....
Read more →
Turn Payroll Data into 6 Billable Advisory Wins That Make Clients Brag and Boost Your Margin
## Payroll: The Untapped Gold Hiding in Every Pay Run Most small firms still treat payroll like a weekly fire drill—get the numbers right, file the...
Read more →
Stop Cutting Paper Checks—Reclaim $10K Profit in 90 Days: A Guide for Accounting Firm Owners and Fractional CFOs
## Paper Checks: The Silent Profit Leak in Your Firm We still see 75 % of U.S. companies mailing paper checks even though each one sucks up $3–$8 i...
Read more →
Accounting Tech Stack Audit: How Fractional CFOs Can Cut 40 of 47 Integrations and Free 10 Billable Hours a Week
## When Your App Map Becomes a Maze Fractional CFOs now juggle more logins than clients. One audit uncovered 47 integrations; 40 did the same three...
Read more →