Yearendo answers

Every answer below is aimed at a question people measurably search for, is written from named sources, and links to the page that handles the job itself. None of them is a landing page in disguise.

Every answer here is aimed at one measured question a CPA firm's partner or practice manager actually types into a search box, and every number on the page is worked from the figures you enter rather than from a published benchmark. The guides explain what the firm's own client book and its fee arithmetic have to hold; the worksheets do the arithmetic, free and without an account.

• CRM for accountants: what the best CRM software for accountants keeps

  A CRM for accountants keeps the client that renews, not the deal that closes: the fee, the payroll calendar, the filings and the year end, owned by a name.

• CRM for accounting firms: choosing CRM software for accounting firms, and what the best CRM for accounting firms does that a contact list cannot

  A CRM for accounting firms is the firm's whole client book: every client, its fee, its calendar of runs and filings, and the person who owns each one.

• Accounting firm CRM: the fields accounting firm CRM software has to hold before it earns its keep

  An accounting firm CRM is a client record with a fee, a calendar and an owner on every deadline: the fields, the order they matter in, what to leave out.

• CPA CRM: a CRM for CPAs, and what the best CRM for CPA firms does differently in a licensed practice

  A CPA CRM keeps a licensed practice's clients as recurring engagements with a fee, a season and an owner. What differs in a CRM for CPAs, and why.

• Tax CRM software: what a tax practice's client book has to hold before the season starts

  Tax CRM software keeps a tax practice's clients as a season: who is filing, who has extended, what each pays and who owns it. The fields, and why.

• Bill rate calculator: how a firm works the bill rate on a staff hour, step by step

  A bill rate calculator turns salary, burden, overhead and billable hours into the rate a staff hour has to charge. The steps, and the margin mistake.