5 Key Steps to Automate Your Accounting Workflows

It’s the middle of your busy season, and you wake up in the middle of the night panicking. Did you make that payment on behalf of the client? Did you...

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Ashley Rhoden Explains How to Keep Your Firm’s Value After an M&A Deal

The First 100 Days After an Acquisition – Ashley Rhoden’s Integration Framework

[embed]https://youtu.be/eYF9u4iscZY?si=479CzLORjylNYjrx[/embed] Key Takeaways The first 100 days after an acquisition are the make-or-break period that determines long-term success. Integration starts...

What is CAS Accounting? Services, Benefits & Growth

Key Takeaways CAS accounting (Client Accounting Services) is a bundled model of bookkeeping, payroll, reporting, and advisory delivered on a...

How Tailor Hartman Took His Accounting Firm to $200K in Year 1

Podcast If you are searching for how to grow an accounting firm, Tailor Hartman’s story offers a practical blueprint. He...

Why Outsourcing + Workflow Software is the Future of Accounting Firms

Accounting firms facing talent shortages are increasingly turning to outsourcing for accountants combined with workflow software to stay competitive. By...

Transforming the Accounting Firm Model - Chase

Firm as a Service: How Dark Horse is Transforming the Accounting Firm Model

Podcast Firm as a Service (FaaS) is a model that gives accountants the entire infrastructure of a firm technology, staffing,...

Managing CAS Operations: Proven Tips from Top Firms

Summary In this power-packed session, David brings together four CAS experts to share operational best practices for managing team capacity,...

Workflow Software for CAS: How It Transforms Your Firm

Remember That Month When Everything Was Late? You were up late. Again. Staring at a spreadsheet. Wondering if payroll had...

Accountants using CRM software to manage client relationships in a modern office

CRM Software for Accounting Firms: The 2025 Buyer Test

Why most firms think they need a CRM (but really need workflow + CRM) "CRM software for accounting firms” is...

Comparison of top accounting project management software

Top 5 Project Management Software Solutions for Accountants (With Jetpack Workflow Analysis)

Accounting firms face unique challenges that standard project management tools simply don't address. From tracking complex tax deadlines to managing...