The Ledger

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

Client retention

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.

Accounting outlook for 2024: Insights on cybersecurity, expanding services, and adding payroll to the mix

We surveyed over 1,000 accounting and bookkeeping professionals to find out how they feel about AI, cybersecurity, and offering more services this year.

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.

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.

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 2024

Use this guide for 5 actionable techniques you can use to run a more productive and profitable accounting practice in 2024.

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.

5 ways to run a more productive accounting practice in 2024

Use this guide for 5 actionable techniques you can use to run a more productive and profitable accounting practice in 2024.

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.

See all events

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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.

Accounting professional’s guide to switching payroll software mid-year

Learn why some accounting professionals switch payroll software mid-year, common errors to avoid, and find out what to prepare before switching.

Improving productivity: Why it matters and tips to run your practice more efficiently

Get practical and easy-to-use insights to increase your practice’s productivity, generate more client leads, and grow your firm.

Accounting outlook for 2024: Insights on cybersecurity, expanding services, and adding payroll to the mix

We surveyed over 1,000 accounting and bookkeeping professionals to find out how they feel about AI, cybersecurity, and offering more services this year.

Why year end can be the right time for accounting firms to switch payroll software

Learn why accounting professionals use year end to switch payroll providers to get better service, client support and more value for their money.

Business owners onboard with their accounting firm on a laptop

Streamlining your client onboarding with this comprehensive guide for accounting professionals

Use this guide to optimize your accounting firm’s client onboarding to keep clients delighted, fuel your business growth, and generate more revenue.

FTC safeguards rule explained: Accountant's guide to creating a data security plan

This accountant's guide explains the FTC safeguards rule, helps you create a client data security plan, and provides a free PDF compliance checklist.

Sample client email for adding payroll to your practice

Use our copy and paste email templates to get your clients interested in outsourcing their payroll processing needs to your practice.

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.

Building bridges: Why networking is important for accounting professionals

Learn how accounting professionals can generate more leads by adding networking outreach to the mix.

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

Keys to effective client communication when you go remote

Client retention

Accounting outlook for 2024: Insights on cybersecurity, expanding services, and adding payroll to the mix

Client retention

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

Client retention

End-of-year accounting reminders for your small business clients

Promoting your practice

Using payroll and HR services to remain competitive

Promoting your practice

5 ways to run a more productive accounting practice in 2024

Promoting your practice

9 online strategies to attract accounting clients

Promoting your practice

Supercharge your accounting practice with strategic referral building

Growing your firm

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

Growing your firm

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

Growing your firm

6 ways to grow your practice beyond accounting

Growing your firm

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

BACKED BY EXPERTS

Content you can count on

Your source for accounting industry insights

5 ways to run a more productive accounting practice in 2024

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

End-of-year accounting reminders for your small business clients

Discover upcoming events

Add it up with our state tax calculators

The latest from The Ledger

Accounting professional’s guide to switching payroll software mid-year

Improving productivity: Why it matters and tips to run your practice more efficiently

Accounting outlook for 2024: Insights on cybersecurity, expanding services, and adding payroll to the mix

Why year end can be the right time for accounting firms to switch payroll software

Streamlining your client onboarding with this comprehensive guide for accounting professionals

FTC safeguards rule explained: Accountant's guide to creating a data security plan

Sample client email for adding payroll to your practice

Supercharge your accounting practice with strategic referral building

Building bridges: Why networking is important for accounting professionals

LET’S DO THIS

A better way to get payroll right

A better way to
get payroll right