Skip to main content

Insights for Accountants

The latest articles and resources from the Doc Cheetah team.

Accountants & Fractional CFOs: Slash 7 Hours Weekly with a Two-Tab Outsourcing Tracker Clients Instantly Understand

Accountants & Fractional CFOs: Slash 7 Hours Weekly with a Two-Tab Outsourcing Tracker Clients Instantly Understand

## Admin Overload: The Silent Killer of Partner Profit Most small firms still juggle client emails, spreadsheet checklists, and sticky-note reminde...

Read more →

How One Bot Automates Expense Reviews in 12 Minutes: A Case Study for Fractional CFOs & Small Accounting Firms

How One Bot Automates Expense Reviews in 12 Minutes: A Case Study for Fractional CFOs & Small Accounting Firms

## Manual Expense Checks: The Hidden Time Thief Employees snapping photos of crumpled taxi receipts should not derail your advisory day. Yet the ave...

Read more →

Reclaim 10 Billable Hours Weekly—Why Accounting Firms and Fractional CFOs Scrap Second-by-Second Timesheets for Value Pricing

Reclaim 10 Billable Hours Weekly—Why Accounting Firms and Fractional CFOs Scrap Second-by-Second Timesheets for Value Pricing

## Timesheets: The Silent Thief of Thursday Afternoons Every click of the timer steals focus from clients. Partners and CFOs tell us they lose two-p...

Read more →

How Fractional CFOs Turn Daily Cash Summaries into 5 High-Margin Upsells in 30 Days

How Fractional CFOs Turn Daily Cash Summaries into 5 High-Margin Upsells in 30 Days

## Why Daily Cash Reports Sit Idle on Your Desk You review the cash balance every morning. The numbers line up, the spreadsheet closes, and the day...

Read more →

Add 25% Cross-Sell Revenue This Tax Season: A Playbook for Fractional CFOs and Small Firm Partners

Add 25% Cross-Sell Revenue This Tax Season: A Playbook for Fractional CFOs and Small Firm Partners

## Why Most Firms Leave Money on the Table Many partners sprint through tax season, heads down in 1040s and K-1s. The rush feels productive, yet it...

Read more →

1099 Automation Playbook: 7 Workflows That Hand Accounting Partners 25 Billable Hours Back

1099 Automation Playbook: 7 Workflows That Hand Accounting Partners 25 Billable Hours Back

## Why Manual 1099s Still Eat Your Fridays We know 30 January creeps up faster than a missing W-9. New IRS rules, fueled by the “One, Big, Beautifu...

Read more →

Unpack Client Pain Emails into 5 High-Margin Advisory Offers Accountants Can Close in One Call

Unpack Client Pain Emails into 5 High-Margin Advisory Offers Accountants Can Close in One Call

## Your Inbox Is a Hidden Advisory Pipeline You already know the Monday-morning flood: 47 unread client emails, each begging for five minutes that t...

Read more →

Add 25% Profit to Your Accounting Firm by Reviving Dead Leads with 15-Minute Micro-Webinar Follow-Ups

Add 25% Profit to Your Accounting Firm by Reviving Dead Leads with 15-Minute Micro-Webinar Follow-Ups

## Your CRM’s Graveyard: The Hidden Cost of Cold Leads Every firm has one: a list of “maybe later” prospects gathering dust. They filled out a form,...

Read more →

Reclaim 18% Partner Profit: 5 Quick Steps for Accounting Firms to Trim Low-Value Clients

Reclaim 18% Partner Profit: 5 Quick Steps for Accounting Firms to Trim Low-Value Clients

## Why That “Helpful” Client Is Quietly Bleeding Your Margins First, the numbers. Top‐quartile firms post partner profit margins above 25% [Syft An...

Read more →

Turn Seasonal Tax Engagements into Recurring Revenue: How Accounting Firms Win with KPI Coaching Bundles

Turn Seasonal Tax Engagements into Recurring Revenue: How Accounting Firms Win with KPI Coaching Bundles

## Seasonal Spikes, Summer Slumps: The Revenue Roller-Coaster January to April looks great on your P&L. Phones ring, servers hum, partners bill 60-h...

Read more →