The Ledger

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

Client retention

2025 accounting outlook: Practice priorities, growing client advisory, and AI's impact

Our 2025 report outlines how leading accounting firms are leveraging AI, expanding advisory services, and transforming their practices.

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.

Getting a PTIN number makes good business sense for accounting practices of all sizes

Learn why a preparer tax identification number (PTIN) is essential for accounting professionals to build trust, ensure compliance, and serve clients.

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.

Bookeeper and client have discussion in office

Promoting your practice

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.

5 ways to run a more productive accounting practice in 2025

Use this guide for 5 actionable techniques you can use to run a more productive and profitable accounting practice in 2025.

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.

Supercharge your accounting practice with strategic referral building

Discover how to supercharge your accounting practice and grow your book of business using a CPA's best practices for earning strategic referrals.

Growing your firm

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.

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.

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.

5 proven strategies to elevate your client experience and grow your accounting practice

An engaging client experience fosters deeper relationships that grow your practice and keep customers happy. Here are 5 tips to help you work more closely with yours.

BACKED BY EXPERTS

Content you can count on

To make sure you get the best, most accurate information, all our content is written and reviewed by experts who really know their stuff when it comes to small business payroll, HR, and compliance.

Your source for accounting industry insights

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.

Accountant meets with client in office space

5 ways to run a more productive accounting practice in 2025

Use this guide for 5 actionable techniques you can use to run a more productive and profitable accounting practice in 2025.

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.

Accountant advises a small business client in office

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.

Discover upcoming events

Join us for future conferences and webinars for opportunities to learn, gain CPE credits, and advance your professional skills.

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See all webinars

TOOLS

Add it up with our state tax calculators

If you’re having a hard time finding local information, we also pulled together a detailed list of state tax agencies, tax rates, and free calculators to help you with the math:

The latest from The Ledger

From boosting productivity to growing your firm or taking better care of your clients, check out the latest articles from The Ledger. Our expert accountant writers and reviewers ensure you get the most accurate and helpful insights needed to improve your practice and elevate the services you offer to clients.

A better way to
get payroll right

Sign up for our Partner Program and we’ll do all the work to set up you and your clients. Or book a demo to see all the ways we help accountants and bookkeepers.

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The Ledger

Client retention

Client retention

Client retention

Client retention

Promoting your practice

Promoting your practice

Promoting your practice

Promoting your practice

Growing your firm

Growing your firm

Growing your firm

Growing your firm

BACKED BY EXPERTS

Content you can count on

Your source for accounting industry insights

Discover upcoming events

Add it up with our state tax calculators

The latest from The Ledger

LET’S DO THIS

A better way to get payroll right

A better way to
get payroll right