The Ledger

Tips and strategies to take great care of your clients and grow your practice.

5 questions small business owners are afraid to ask their accountant (but really should)

Discover 5 questions small business owners avoid asking their accountant (but should) and how they can create new revenue and help you retain clients.

Why you want to add payroll to your practice — and three ways to get started

Here's a quick look at how adding payroll services can work for different practices.

Discover new revenue streams by uncovering your small business clients' hidden needs

Unlock the full revenue potential of your small business clients by offering these services, which don't require additional training or investment.

Accounting professional answers at conference room table

Accountant discusses projects with clients

Research shows that only 30% of small businesses work with an accounting expert. Of those that do, just 61% say they are completely satisfied with the level of service they receive. The big takeaway? There are lots of small businesses out there that could benefit from working with an accountant or bookkeeper, but they’re looking for a true partner ⁠— a financial advisor who will go beyond just keeping the books in order.

That’s why we invite you to take a closer look at The Ledger, where we share resources and research from accounting experts to help you scale an effective practice with the services clients want most.

Resources for CPAs and accountants

Client retention
Promoting your practice
Growing your firm

Accountant advises a small business client in office

7 end-of-year accounting reminders for your small business clients

Help your small business clients prepare for the year ahead with accounting reminders that set them up for success and make your job easier at tax time.

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Keys to effective client communication when you go remote

Proactive client communication prevents issues, helps maintain priorities and contributes to the growth of your practice.

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What do SMBs really think about their accountant?

See our exclusive research to understand how small businesses expect their accountant to advise them and help build a business.

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Using payroll and HR services to remain competitive

Learn how to use additional consulting services to build trust, help clients with back office tasks, and create new revenue streams to grow your firm.

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6 ways to grow your practice beyond accounting

The experts at CPA Directory share 5 ways accountants and bookkeepers can build your services and your business.

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5 ways to run a more productive accounting practice in 2023

Use this guide for 5 actionable techniques you can use to run a more productive and profitable accounting practice in 2023.

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Why you want to add payroll to your practice — and three ways to get started

Here's a quick look at how adding payroll services can work for different practices.

Read more

Accountant’s end-of-year checklist: planning for a successful year ahead

Prep for a successful year ahead with tips to keep you engaged with current clients and ideas to generate new leads for your accounting practice.

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9 online strategies to attract accounting clients

Looking to build out your client base? Ryan Lazanis built a firm from scratch and sold it in five years. Here are some of his top digital marketing tactics.

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The latest from the Ledger

Sample client email for adding payroll to your practice

By Jon Davis

Supercharge your accounting practice with strategic referral building

By Janet Berry-Johnson, CPA

Building bridges: Why networking is important for accounting professionals

By Logan Allec, CPA

5 questions small business owners are afraid to ask their accountant (but really should)

By Janet Berry-Johnson, CPA

Build a Payroll Practice that Pays Off

Learn to grow and expand your practice from experts in the industry. Katelyn Hockmeyer and Matthew May share three approaches to adding payroll to your firm.

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ACCOUNTANTS

9 online strategies to attract accounting clients

Looking to build out your client base? Ryan Lazanis built a firm from scratch and sold it in five years. Here are some of his top digital marketing tactics.

ACCOUNTANTS

Why you want to add payroll to your practice — and three ways to get started

Here's a quick look at how adding payroll services can work for different practices.

ACCOUNTANTS

Payroll records retention: What do you keep and for how long?

Keep everything compliant and organized by getting a clear picture of how long you need to hang onto payroll records and taxes.