Insights for Accountants
The latest articles and resources from the Doc Cheetah team.
Slash 50% off Your Month-End Close: The Two-Bot AI Playbook That Hands Partners 20 Billable Hours Back
## The Hidden Time Sink Lurking in Every Ledger We all know the drill: the calendar flips, the inbox fills, and the month-end close kicks off its fa...
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Cut Onboarding Hours in Half: AI Video SOP Bites Train Accounting Staff While You Bill
## Why New-Hire Boot Camps Still Drag On Many firms still hand rookies a thick binder of Standard Operating Procedures and hope muscle memory sets i...
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Accountants, Boost Retainer Uptake 37% Using Friday-Only Advisory Sprints
## Why Retainers Stall in Compliance-Heavy Firms Most small practices still run on a “tick‐and‐tie” treadmill. Returns, reconciliations, lodgements—...
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Slash Accounts Receivable Headaches by 80%: The Automation Blueprint for Fractional CFOs & Small Firm Partners
## Why Your Invoices Stall at the Starting Line We know the ritual: you finish a tax return at 4 p.m., fire off an emailed invoice, then watch the...
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AI Client Portal Playbooks Halve Client Response Time and Unlock Extra Billable Hours for Accounting Partners
## The Inbox Bottleneck: Why Replies Take 24 Hours (or More) Partners should be steering strategy, not chasing emails. Yet firms still burn an averag...
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Win New Advisory Fees With 10-Slide On-Demand Webinars Clients Rewatch—and Partners Record Before Lunch
## Why Traditional Lunch-and-Learns Are Losing Their Appetite The room-and-sandwich model died in 2020. Clients now click, swipe, and expect advice...
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Two-Person Accounting Firm Doubles Client Load in 30 Days by Automating Onboarding: A Profit-Packed Case Study
## When New Clients Arrive, the Paper Avalanche Begins New work should ring the cash register, not the alarm bell. Yet many small firms still greet e...
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Small-Firm Hiring Reboot: 5 Two-Day Accounting Intern Projects That Let Fractional CFOs Spot Profit-Making Rockstars
## Why Traditional Internships Waste Weeks—And Your Friday Nights Intern programs often run eight to twelve weeks. That is eight to twelve weeks of...
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Dominate Your Niche: Accounting Firms & Fractional CFOs Who Share One KPI Benchmark Weekly Win More High-Value Clients
## Why Hiding the Numbers Scares Off Premium Clients Your best prospects judge speed, clarity, and foresight. When you wait a month (or a quarter)...
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Stop Billing Hours, Start Selling Results: The Value Pricing Blueprint for Accounting Firm Owners
## Why Hourly Billing Puts Your Firm in Reverse Gear The billable hour is a relic. Attorney Reginald Heber Smith popularised it in 1919—before email...
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