Insights for Accountants
The latest articles and resources from the Doc Cheetah team.
Outsmart or Onboard? How Fractional CFOs Can Turn AI Accounting Bots into a 20-Hour-a-Month Profit Engine
## AI Promises, Yet You’re Still Chasing Invoices Generative bots can draft memos, reconcile accounts, even write code. Yet half of small firms stil...
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Stop Waiting for W-2s: Fractional CFOs Unlock Real-Time Payroll to Reclaim 30 Billable Hours Before Tax Season
## Waiting on January Envelopes? That’s Your Profit Leaking Every January, partners refresh inboxes and chase clients for W-2s. The clock ticks, wo...
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The One Discovery Call Question That Lets Fractional CFOs and Accountants Charge Premium Fees Without Pushback
## Why Premium Fees Stall at the First Hello You open Zoom. Five minutes in, the prospect asks, “How much do you charge?” Conversation derailed. We’v...
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Tiered Pricing for Accounting Firms: Add 12% Profit per Partner While Clients Applaud
## Hourly Billing: the Hidden Handbrake on Growth Many small firms still live by the clock. Every six-minute block gets timed, tallied, and debated....
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Agentic AI Risks, Big-Firm Blindspots: How Small Accounting Firms Can Spot Trouble Early and Win More Profit
## Hidden Pitfalls of Agentic AI: Why Big Firms Keep Stumbling The headlines say the giants have AI “everywhere.” Peel back the curtain and you fin...
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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 in...
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