The accounting profession is experiencing major change, and the firms embracing that change are
enjoying unprecedented growth. One of the keys to capitalizing on these opportunities is to take
advantage of the new tools being provided to firms. Below we've summarized a few of the products
that have caught our attention.
Fathom
This management and financial analysis tool is easier than most others to use, and the resulting reporting
looks great. Many accounting firms have adopted it to assess business performance, monitor trends, and
identify opportunities both internally and for their clients. >more
BooXkeeping
Utilize a white label bookkeeping system like this to maximize efficiencies and impress your clients. >more
Karbon
Karbon is a workflow management product created specifically for accounting firms. They claim the tool will
allow you to scale your firm, be more productive, and better serve your clients... and they're probably right.
>more
Canva
Don't have the marketing department of a Big 4? You can at least look like you do. Canva makes it easy to
create professional­looking web graphics, brochures, and other marketing materials. >more
QuickBooks Online
As one of the earlier adopters of accounting on the cloud, QuickBooks Online has been a market leader in
the space for years. And with many CPA clients using QuickBooks in their own organizations, things are
kept a bit simpler. >more
Xero
Xero bills itself as "the online accounting software alternative to QuickBooks," which pretty much sums it up.
Check out this solution if you prefer Davids over Goliaths. >more
QuickFee
Of course we'd be remiss to not mention our own cutting­edge solutions. QuickFee offers accounting firms
their own custom payment portal. But our unique portal doesn't just allow your clients to pay by EFT/ACH
and credit card. They're provided a Fee Financing option, which pays you 100% of the invoiced amount at
no cost to your firm, while your clients benefit from the flexibility of paying the total balance in monthly
installments. >more
See why firms love using QuickFee...
"I love working with QuickFee. It has been so
easy to implement... The staff is helpful,
responsive, and knowledgeable. Also, our
clients have been pleased with QuickFee.
They love how easy the application process is.
I would highly recommend QuickFee!" "QuickFee has allowed our firm to add value to
client relationships by offering a flexible
payment arrangement. It separates delivering
quality service to clients from the payment
and collection."
‐PKF
‐Montgomery Coscia Greilich LLP
"QuickFee allows us to offer a monthly
installment option to clients who want or
need additional time to pay and we are then
paid up front & in full. With QuickFee, we can
stop acting as a bank for clients, get paid
much faster, and continue to give clients the
flexibility they sometimes need."
‐HoganTaylor LLP
“Offering QuickFee to our clients just makes
sense. We can give them time to pay AND we
still get paid 100% up front. Now, with the
release of QuickFee’s online payment portal,
we’re giving clients the ability to pay us the
way they want to in today’s world and they
get options – EFT, credit card or monthly
installments via QuickFee. Regardless of the
one they choose, we get paid in full!” ‐Mendonca & Partners CPAs LLC
Click to Learn More About QuickFee Services