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Insights for Accountants

The latest articles and resources from the Doc Cheetah team.

Reclaim Your Fridays: 5 Kanban Workflow Tweaks Any Two-Partner Accounting Firm Can Deploy Before Lunch

Reclaim Your Fridays: 5 Kanban Workflow Tweaks Any Two-Partner Accounting Firm Can Deploy Before Lunch

## When Tasks Outnumber Post-Its and Even Coffee Can’t Keep Up A two-partner firm usually runs lean: two leaders, one junior, and a mountain of clie...

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Crush Version-Control Chaos in Accounting Workpapers and Slam the Door on Scope Creep

Crush Version-Control Chaos in Accounting Workpapers and Slam the Door on Scope Creep

## Why Version Numbers Keep Multiplying on Your Server First you save “Client-22-Final.xlsx.” Ten minutes later a teammate saves “Client-22-FINAL (1)...

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5-Minute Daily KPI Huddle Blueprint for Accounting Firms to Lift Partner Margin 12%

5-Minute Daily KPI Huddle Blueprint for Accounting Firms to Lift Partner Margin 12%

## KPI Meetings: When an Hour Feels Like a Lifetime We have all sat through the “quick” KPI meeting that steals 45 minutes and leaves no one wiser....

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AI Bookkeeping Bots: 7 Vetting Steps That Save 10 Billable Hours and Safeguard Client Trust

AI Bookkeeping Bots: 7 Vetting Steps That Save 10 Billable Hours and Safeguard Client Trust

## Why Picking an AI Bot Can Feel Harder Than Audit Season The AI market looks shiny, 400-plus bookkeeping bots, each promising zero-keyboard nirva...

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Nail Your Accounting Team’s Capacity Planning with This Two-Cell Google Sheet Template

Nail Your Accounting Team’s Capacity Planning with This Two-Cell Google Sheet Template

## Why Capacity Planning Feels Like Guesswork We know 30 June looms, then December hits, and suddenly every file is “urgent.” Small-firm partners tel...

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3 ESG Reporting Quick Wins for Accountants—Slash Prep Time and Wow Small-Business Clients

3 ESG Reporting Quick Wins for Accountants—Slash Prep Time and Wow Small-Business Clients

## Why ESG Feels Harder Than a 1040 in April Small-firm partners juggle SASB, GRI, ISSB and now EU-CSRD acronyms that read like a new tax code. Each...

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Reclaim 10 Billable Hours a Week: 5 Time-Sink Myths Sabotaging New Accounting Partners and Fractional CFOs

Reclaim 10 Billable Hours a Week: 5 Time-Sink Myths Sabotaging New Accounting Partners and Fractional CFOs

## The Hidden Myths Chewing Up Your Calendar New partners and fractional CFOs rarely lack skill. What trips them up is folklore that sounds noble b...

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Cut Proposal Time to 12 Minutes: AI Snippet Libraries for Accounting and Fractional CFO Proposals

Cut Proposal Time to 12 Minutes: AI Snippet Libraries for Accounting and Fractional CFO Proposals

## Why Proposals Still Eat Up Your Fridays We still see partners camped in the boardroom at 9 p.m., toggling between Word, Excel, and the practice...

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From Year-End Accounting Crunch to 30% Advisory Uptake: Case Study Blueprint for Small Firms & Fractional CFOs

From Year-End Accounting Crunch to 30% Advisory Uptake: Case Study Blueprint for Small Firms & Fractional CFOs

## Why the Year-End Close Feels Like a 48-Hour Day Picture this: Thursday night, 11:47 p.m. You’re still chasing a rogue journal entry while your i...

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Crush Cash-Flow Anxiety: 3 Rapid Pricing Tweaks Accounting Firms & Fractional CFOs Can Deploy This Week

Crush Cash-Flow Anxiety: 3 Rapid Pricing Tweaks Accounting Firms & Fractional CFOs Can Deploy This Week

## Why Cash-Flow Nerves Spike Each Month-End We’ve all felt it, the knot in your stomach as month-end looms and receivables still sit in limbo. Nea...

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