Insights for Accountants
The latest articles and resources from the Doc Cheetah team.
Fast-Track Advisory Revenue for Accounting Firms: A 4-Step Predictive Analytics Sprint
## Why Advisory Revenue Has Hit a Ceiling Most small firms still bill by the hour for reconciliations, BAS, and tax work. That work is fast becomin...
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One-Page Partner Dashboard: A Fractional CFO’s 5-Minute Fix for Spotting Profit Leaks
## Where the Money Slips Through the Cracks A partner scrolls through last quarter’s P&L and blinks. Revenue climbed 12 %, yet net profit drooped. T...
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Slash Write-Offs: 7 Billing Myths Bleeding Cashflow from Small Accounting Firms
## Seven Myths Hiding in Your Invoice Drawer We’ve all heard them—the quiet “rules” partners whisper when the billing run starts. “Clients hate pri...
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Save 8 Billable Hours a Week with 3 No-Code Trust Accounting Automations Any Small Firm Partner Can Build
## Manual Trust Accounting: Eight Hours Missing From Every Week A partner at a five-person firm told us she spends “an entire Wednesday” reconcilin...
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Accounting Firms: Win High-Margin Clients with 25-Minute Workshops
## Why Spray-and-Pray Prospecting Keeps Margins Thin Many firms still chase every lead with equal zeal. The result? A partner spends hours wooing pr...
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Unlock an 18% Cross-Sell Revenue Boost for Accounting Firms with Embedded Insurance Advisory
## Why Relying on Tax Season Alone Caps Your Growth Nine out of ten small firms still pull the bulk of revenue from returns and attest work. The 20...
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AI Tax Prep for 2025 Personal Returns: How Ready Is It—And How Many Hours Can You Reclaim?
## Manual Tax Prep: The Eight-Hour Sinkhole Still Haunting 1040 Season We’ve all seen it: a senior accountant spending Saturday typing W-2 figures i...
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Dashboard-As-A-Service: The Cloud-Based Playbook For Fractional Cfos To Scale Real-Time Kpi Reporting And Monetize Insights
## Yesterday’s Numbers Arrive Tomorrow Static KPI decks hit inboxes days late—that’s like reviewing last Friday’s sales on Monday afternoon. No surp...
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Workflow Autopsies: The 90-Minute Monthly Review That Removes 30% Of Bottlenecks And Elevates Accounting Firm Profit Margins
# Workflow Autopsy: The 90-Minute Review That Eradicates Bottlenecks ## Bottlenecks That Masquerade as Busywork Despite mapped engagements and chec...
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Cybersecurity As A Profit Center: Turn Data-Protection Advisory Into A High-Margin Service Line For Accounting Firms
### When Payroll Freezes at 8 a.m. It’s payroll day—8 a.m.—and your general ledger has locked behind a ransom screen. While the operations lead phon...
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