Free Guide: 10 Best Practices to Optimize Your Accounting Firm
This guide is based on 20+ years of experience working with firms like yours. No fluff—just practical steps to help you run a smoother, smarter practice.
Inside, you’ll find practical tips for handling the day-to-day chaos—clients, deadlines, staff, and systems—with less stress and more confidence. Whether you’re just starting out or looking to improve what you’ve built, there’s something here for you.
- Save time by cutting out busywork.
- Earn trust with better client communication.
- Use tech that actually helps you work faster.
- Simplify tasks so your team stays on track.
- Plan ahead for growth or succession.
What You’ll Learn in This Free Guide
Tools that help you keep up.
Ways to connect better with clients.
Tips to easily track your time.
How to keep things running smoothly.
What to plan for down the road.
A simpler way to handle payments.
Free Guide FAQs: 10 Best Practices for Accountants
Simple, practical tips to help your firm run better. We cover time tracking, client communication, workflow tips, technology, and planning ahead.
Anyone running or working in an accounting firm—whether you're on your own, growing a small team, or managing an established practice.
You’ll walk away with ideas you can actually use—less stress, better systems, and more time to focus on clients (and profits).
Not at all. These tips stand on their own. But if you want tools to help put them in place, we can show you how TPS supports them.
Yes. You can book a free walkthrough with our team anytime—we’ll show you how to make the most of the guide (and the software, if you choose to use it).
"We have been customers for 15 years, and there is a reason for it."
– Russel C., Capterra