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
## 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 o...
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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 emai...
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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
## 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
## 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
## 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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