The Ledger

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

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.

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.

Accountant advises a small business client in office

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

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