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Insights for Accountants

The latest articles and resources from the Doc Cheetah team.

AI Client Portal Playbooks Halve Client Response Time and Unlock Extra Billable Hours for Accounting Partners

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

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

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

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 o...

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Dominate Your Niche: Accounting Firms & Fractional CFOs Who Share One KPI Benchmark Weekly Win More High-Value Clients

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

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 emai...

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Beat the Accounting Talent Crunch: Offshore Pods vs Local Hires for Lower Costs and Faster Turnarounds

Beat the Accounting Talent Crunch: Offshore Pods vs Local Hires for Lower Costs and Faster Turnarounds

## The Talent Pipeline Has Sprung a Leak Accounting seats are emptying faster than we can refill them. More than 300,000 U.S. accountants left the...

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Beat the February Capacity Crunch: 5 Workflow Fixes That Give Small Accounting Firms 30 Billable Hours Back

Beat the February Capacity Crunch: 5 Workflow Fixes That Give Small Accounting Firms 30 Billable Hours Back

## Why February Feels Like a 31-Day Jammed Inbox We roll out of January flush with New-Year optimism, then bang, February hits. Deadlines stack: 109...

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Reclaim 18 Non-Billable Hours a Day: Time-Tracking Case Study for Accounting Firms and Fractional CFOs

Reclaim 18 Non-Billable Hours a Day: Time-Tracking Case Study for Accounting Firms and Fractional CFOs

## Where Your Day Disappears: The Hidden Sinkholes Non-billable work chews up more time than many partners realise. The average accountant logs bar...

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15-Minute App Triage for Accountants: A Contrarian Framework to Rank High-ROI Tools and Lift Profit per Partner

15-Minute App Triage for Accountants: A Contrarian Framework to Rank High-ROI Tools and Lift Profit per Partner

## Drowning in Icons: Why App Overload Hits the Ledger Hard The average firm juggles more than 40 apps, bank feeds, portals, e-sign tools, AI bots....

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