Accounting firm operations, written for the people running the firm
Workflow, capacity, chasing, pricing models and migration. No vendor hype, no invented statistics, and nothing about preparing returns.
Firm operations · 9 min
Building an accounting workflow that survives busy season
An accounting workflow survives busy season when the work is generated automatically, every job has an internal date ahead of the statutory one, review is a stage rather than a favor, and capacity was checked in the fall. Workflows fail in March because of decisions made in October.
Updated 2026-09-17
Buying software · 8 min
Per-user vs per-client pricing for practice management software
Per-user pricing scales with headcount; per-client pricing scales with your book. Firms that add seasonal preparers, reviewers or offshore staff pay more under per-user pricing for the same work. Remindoo charges per client with unlimited users, so staffing decisions carry no software cost.
Updated 2026-09-17
Client experience · 8 min
How to stop chasing clients for documents
Chasing stops being a job when requests are itemized, dated, sent through one channel and reminded automatically. The firm stops writing follow-up emails, the client always knows exactly what is outstanding, and the record of who was asked what and when writes itself.
Updated 2026-09-17
Buying software · 9 min
Switching practice management software without losing the season
Switch practice management software in your quietest quarter, move clients and open work rather than full history, template one service before go-live, and set a hard date to turn the old system read-only. Firms that run both systems indefinitely end up trusting neither.
Updated 2026-09-17
Firm operations · 8 min
Capacity planning for accounting firms, done simply
Capacity planning is required hours against available hours, calculated per role and per quarter rather than firm-wide and annually. The firm-wide annual view hides the two shortages that actually hurt: a reviewer bottleneck, and a single oversubscribed quarter.
Updated 2026-09-17