Secrets to Streamlined Workflows & Empowered Teams

Ideas, best practices, innovation insights from thought leadership.

December 27, 2023

Accountants: Is Value-Based Pricing Better For You And Your Clients?

Introduction Accounting, essential for managing finances, has traditionally relied on hourly rates or fixed fees. But a transformation is taking place in the accounting world—enter value-based pricing.  Imagine this: Instead of just tracking hours, accountants are basing their fees on the value they bring. This shift will change how accountants charge and revolutionize the client […]

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December 26, 2023

How To Choose The Right Invoicing Software: 10 Questions To Ask

Introduction Do you know that having the right invoicing software can make a big difference for your business?  Nearly 60% of small businesses struggle with late payments. That’s a lot! That’s why it’s essential to pick the right invoicing software.  But don’t worry, it’s not complicated. Think about what your business needs. What would make […]

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December 25, 2023

Building vs. Buying: Should You Develop Your Own Custom Invoicing Software?

Introduction Efficient financial management in any business stands as a cornerstone of success. Invoicing software is your future-ready solution to make this process automated, error-free, quick & efficient.  In the quest for streamlined operations, businesses often face a difficult choice: should they create their own custom invoicing solution or opt for an existing one? 67% […]

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December 22, 2023

Save Big: 10 Cost-Effective Alternatives To FreshBooks

Looking for cost-effective FreshBooks alternatives?  Although FreshBooks has been a choice for many, it is always better to get software within your budget.  A study has also found that over 40% of small businesses switch their financial software within the first two years. Thus, many invoicing software options are available in the vast market. We […]

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December 21, 2023

Best Business Budgeting Tools Of 2024 – Optimizing Financial Management

Have you ever wondered how much businesses spend annually on outdated financial tracking methods?  According to recent statistics, inefficient expense management costs businesses 5-10% of their annual budgets.  This emphasizes the critical need for advanced financial planning tools. Financial tracking software has evolved significantly, offering businesses many options tailored to their specific needs. From simplified […]

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December 20, 2023

How to Handle Partial Payments On Invoices

Introduction Have you ever found yourself juggling incomplete payments on your invoices?  Handling these partial payments can often feel like completing a puzzle with missing pieces. According to a study by the National Federation of Independent Business (NFIB), approximately 64% of small businesses experience late payments from customers, with a significant portion being partial payments. […]

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December 19, 2023

5 Things Missing From Your Balance Sheet

A balance sheet tells a story of a company’s financial health—a tale of assets, liabilities, and the missing chapters of overlooked value. Do you truly know your business’s worth?  If not, you are missing something on your balance sheet. A balance sheet isn’t just numbers; it’s a story of your business’s money journey. But sometimes, […]

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December 18, 2023

Collaborative Accounting: Enhancing CPA-Client Work

The accounting world is shifting toward collaboration! Collaborative Accounting is a transformative approach to reshaping how CPAs and clients work together. Collaboration unlocks success in the accounting profession, fostering stronger relationships and delivering exceptional results. Traditionally, the CPA-client relationship has been characterized by a one-sided flow of information, resulting in inefficiencies and missed opportunities.  Statistics […]

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December 15, 2023

Simplifying Employee Spending Management With Expenses

Research by the Association of Certified Fraud Examiners says that companies lose approximately 5% of their annual revenue to fraud, with expense reimbursement being one of the top areas.  However, adopting modern expense management systems significantly reduces these risks by enforcing policies and providing real-time monitoring. Imagine Sarah, a sales executive who used to spend […]

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December 14, 2023

Best Free Project Management Tools of 2024

Are you looking for a tool to manage your projects?  Your search ends here! Whether you are a freelancer, part of a small team, or a big organization, the right tool can make your work much more manageable. But let’s be honest – there are so many tools in the market, and it can be […]

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December 13, 2023

Is Invoicera Right For My Clients?

Introduction Navigating various invoicing solutions can be challenging, especially when considering the right fit for your clients.  Among the many Invoice solutions, Invoicera stands out as a potential game-changer.  But the question arises: “Is Invoicera right for my clients?” Invoicera isn’t just another invoicing software—it’s a comprehensive solution designed to streamline billing processes, cater to […]

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December 12, 2023

Wave vs Quickbooks vs Invoicera – A Complete Comparison

Introduction Choosing the right accounting software is a cornerstone for business success. But, a myriad of options available can make this a daunting task for entrepreneurs and financial managers. Wave, QuickBooks, and Invoicera are leading contenders, each offering unique features tailored to diverse business needs.  But how do you decide which is the perfect fit […]

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