Insights for Accountants
The latest articles and resources from the Doc Cheetah team.
80/20 Client Meeting Agenda for Accountants: Double Advisory Conversions and Win Back a Day a Week
## Why Your Client Meetings Feel Like Groundhog Day We’ve all sat through the 90-minute “check-in” that drifts from bank recs to birthday chatter,...
Read more →
Accounting Firms: Deliver 20-Minute AI Cash-Flow Forecasts Clients Understand and Boost Advisory Margin
## Why Spreadsheet Forecasts Freeze Your Fee Growth Accountants still key numbers into Excel because “that’s how we’ve always done it.” The trouble?...
Read more →
Reclaim 40 Audit Hours a Month with RPA Bots: Audit Automation That Lifts Partner Profit Margins
## When Spreadsheets Gobble the Audit Clock We know the June rush well, those evenings spent copy-pasting trial balances instead of tasting dinner....
Read more →
Win Back 3 Hours a Week and Boost Client Loyalty with 5-Minute Loom FAQ Videos
## Why Inbox Ping-Pong Is Killing Your Fridays Picture this: it’s 4:48 p.m. on a Thursday, and you’re six emails deep clarifying the same GST quest...
Read more →
Accounting Firm Playbook: Slash 70 Client Emails a Month with a Self-Serve Client Portal
## Inbox at Capacity: Why Email Still Eats Half Your Week We all know the ritual: open Outlook, wade through 200 threads, forward the same PDF twice...
Read more →
Chasing 99.9% Audit Accuracy? How Small Accounting & Fractional CFO Firms Reclaim Hours and Boost Profit
## The Hidden Trap Behind “Flawless” Audits We all love a clean file. But chasing 99.9% audit accuracy can feel like balancing every journal entry o...
Read more →
Cut 30% of Accounting Firm Meetings with Async Client Updates Clients Cheer—and Partners Profit
## Why Recurring Check-Ins Eat Your Margin Think about last week’s calendar. How many client calls felt essential? Every unneeded half-hour steals...
Read more →
From Tax Prep to Growth Coaching: 5-Step Plan to Keep Clients and Add 30% Profit
## Why Compliance-Only Firms Stall Clients now expect more than neat tax returns. Automation platforms file basics in minutes, squeezing fees and mar...
Read more →
4-Click Multi-Entity Consolidations: Reclaim Fridays and Raise Partner Profit
## The Spreadsheet Shuffle: Why Multi-Entity Consolidations Still Steal Your Fridays For many small firms, consolidating five or ten entities still...
Read more →
Swap 5-Page Client Memos for 90-Second Loom Videos: Accounting Firms Boost NPS and Billable Hours
## Why Five-Page Memos Are Swallowing Your Fridays Picture this: you hammer out a five-page memo explaining last quarter’s cash-flow quirks. It ste...
Read more →