Insights for Accountants
The latest articles and resources from the Doc Cheetah team.
Unlock 15% Hidden Margin: Busting 7 Advisory Service Myths Draining Profit in Small Accounting Firms
## Seven Myths Keeping Advisory Fees Off Your Ledger We see it every week: a partner tells us, “If we just pump sales, margin will follow.” Then ov...
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How Rewire’s Client Onboarding Automation Let a Two-Partner Accounting Firm Reclaim 120 Hours—and Wow Every New Client
## Why Manual Onboarding Eats Your Friday Nights The first week with a new client should feel exciting. Instead, it often feels like data-entry det...
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Ditch the PDF: 30-Minute Loom Proposals Cut Accounting Engagement Close Time by 80%
## Why Your 8-Page PDF Stays in the Inbox Clients love clean numbers, not clunky files. Yet most firms still ship static PDFs that scream “homework....
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Turn Payroll Data into 6 Billable Advisory Wins That Make Clients Brag and Boost Your Margin
## Payroll: The Untapped Gold Hiding in Every Pay Run Most small firms still treat payroll like a weekly fire drill—get the numbers right, file the...
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Stop Cutting Paper Checks—Reclaim $10K Profit in 90 Days: A Guide for Accounting Firm Owners and Fractional CFOs
## Paper Checks: The Silent Profit Leak in Your Firm We still see 75 % of U.S. companies mailing paper checks even though each one sucks up $3–$8 i...
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Accounting Tech Stack Audit: How Fractional CFOs Can Cut 40 of 47 Integrations and Free 10 Billable Hours a Week
## When Your App Map Becomes a Maze Fractional CFOs now juggle more logins than clients. One audit uncovered 47 integrations; 40 did the same three...
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Fast-Track Advisory Revenue for Accounting Firms: A 4-Step Predictive Analytics Sprint
## Why Advisory Revenue Has Hit a Ceiling Most small firms still bill by the hour for reconciliations, BAS, and tax work. That work is fast becomin...
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One-Page Partner Dashboard: A Fractional CFO’s 5-Minute Fix for Spotting Profit Leaks
## Where the Money Slips Through the Cracks A partner scrolls through last quarter’s P&L and blinks. Revenue climbed 12 %, yet net profit drooped. T...
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Slash Write-Offs: 7 Billing Myths Bleeding Cashflow from Small Accounting Firms
## Seven Myths Hiding in Your Invoice Drawer We’ve all heard them—the quiet “rules” partners whisper when the billing run starts. “Clients hate pri...
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Save 8 Billable Hours a Week with 3 No-Code Trust Accounting Automations Any Small Firm Partner Can Build
## Manual Trust Accounting: Eight Hours Missing From Every Week A partner at a five-person firm told us she spends “an entire Wednesday” reconcilin...
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