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Who Should Manage Source Documents: the Business, or the Bookkeeper?
Why are source documents important for bookkeeping? Who should manage them: the business or the bookkeeper? Learn the answers to these questions (and more!).
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8 Questions to Kickstart Advisory Conversations with Your Clients
Kickstart advisory conversations with your clients! Read our blog post to get ideas from leading accounting and bookkeeping professionals.
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The Importance of Defining Your Bookkeeping Services
Defining your bookkeeping service offerings is important for any bookkeeping practice – especially those who are on the road to advisory. Learn why (and how to get started).
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How to Provide Additional Value to Your Small Business Clients with Virtual CFO Services
The demand for virtual CFO services is increasing among small businesses. Learn David Emmerman’s tips for bridging the gap between outsourced accountant and virtual CFO.
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3 Ways the Role of the Bookkeeper is Evolving (and How to Adapt Your Skills)
The role of the bookkeeper is changing. Learn what this means and how you can adapt your skills to build long-lasting relationships with your clients.
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Apply to Be a Hubdoc Top 50 Cloud Accountant of 2018
Learn the eligibility criteria and how to apply to be considered for Hubdoc’s annual list of the Top 50 Cloud Accountants in North America and Australia!
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How to Get the Most Out of Your Free Hubdoc Partner Account
You just signed up for Hubdoc… now what? Learn how to get the most out of your free partner account when trying Hubdoc at your practice.
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Choosing a Niche: Why It’s Important for Accounting Firms & How to Get Started
Why is choosing a niche so important for accounting firms, and how do you get started? We asked a few cloud accounting leaders to share their top tips!
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Bookkeeping Workflow Template
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3 Tips for More Effective Cloud Conversations with Your Clients
Whether you’re working with a cloud-savvy or tech-averse client, here are a few tactics you can use to have more productive cloud conversations.
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Setting Expectations: The Key to Prosperous Client Relationships
Understanding how to set expectations proactively at every stage of the client journey will help you build prosperous client relationships. Download our free checklist to learn more!
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Don't Miss Any Upcoming Webinars – Subscribe to the Hubdoc Monthly Round-Up!
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Hours to Minutes Event Recap: How to Save Time in Your Bookkeeping Workflow
We recently hosted our Hours to Minutes event in partnership with Intuit QuickBooks and Plooto in Toronto! Here are some of the things we learned from the accounting community.
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3 Ingredients for Successfully Managing a Distributed Team
Cloud technology enables firms to work remotely, but what’s the best way to manage a distributed team? Bean Ninjas’ Meryl Johnston provides 3 ingredients for managing a remote team.
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Hours to Minutes: 3 Time-Saving Bookkeeping Workflows
Standardized processes and the right cloud technology can help you experience major time savings in your bookkeeping workflows. Use these 3 recommended workflows to turn hours into minutes!
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2018 Accounting Conferences & Events Guide
Stay up-to-date on the must-attend accounting conferences and events in 2018!
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3 Key Insights from Polay + Clark’s Cloud Accounting Transition
Even if you’re prepared for your firm’s cloud transition, it’s important to note that it will also be a learning experience. Here are 3 key insights from Polay + Clark's transition to the cloud.
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Why You Need to Standardize Your Onboarding Process (and How to Get Started)
Onboarding – the process of familiarizing a new client with your firm’s services – is a critical part of your client experience. Learn the benefits of standardizing your onboarding process.
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Announcing the Top 50 Cloud Accountants of 2017 (Australia)
We’re excited to announce the Top 50 Cloud Accountants of 2017 in Australia! Find out who’s setting an example with cloud accounting technology.
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Announcing the Top 50 Cloud Accountants of 2017 (North America)
We’re excited to announce the Top 50 Cloud Accountants of 2017 in North America! Find out who’s setting an example with cloud accounting technology.
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