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.

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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