This year’s most-viewed accounting resources come down to payments that don’t need chasing and processes that don’t eat up your week.
Here's what accounting professionals across 8am CPACharge turned to most this year, rounded up by goal so you can find what helps you most as you plan for 2027.
Get paid faster
Slow collections usually trace back to extra steps, like a check mailed to the office, a card number read aloud over the phone or an invoice sitting unopened in a client’s inbox. Year-end is when open invoices get counted, so now is a good time to follow up and get paid. Maynard CPA shows how fewer steps get a firm paid faster.
Firm spotlight: Maynard CPA modernizes payments with 8am
Keith Maynard set out to build a fast, flexible firm for startups and small businesses, but his payment systems were slow and disconnected. He found 8am CPACharge at a CCH Connections User Conference and sent his first invoice within 24 hours of signing up. Read Keith’s full story or watch the video below to see how he accelerated payments.
Top 5 resources for getting paid faster
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ACH authorization form template : Get written authorization to collect fees straight from a client’s bank account, using a fillable PDF or editable Word form with a charge policy, bank details and signature line.
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Best billing and invoicing software for accounting firms : Compare eight billing and invoicing tools by price, pros, cons, and firm size, then see which combinations work best for solo, small, and growing firms.
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Free accounts receivable template : Track every invoice number, due date, late fee and balance in one Excel sheet, so you can spot past-due accounts at a glance.
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A cash flow playbook for your accounting firm : Track cash flow all year, set billing expectations early, send accurate invoices, and offer digital payment options.
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Close the year strong : Review outstanding invoices, follow up by invoice age and automate reminders before year-end, using a five-step checklist.
Run my firm
Once payments stop needing follow-up, the next question is what happens behind the scenes. A firm that runs well isn’t the one that works the hardest. It’s the one where client onboarding, monthly reporting, and the year-end close follow written steps anyone on the team can pick up. Burke CPAs & Advisors found out what changes when a firm stops doing it all by hand.
Firm spotlight: Burke CPAs & Advisors grows beyond tax season with 8am
Burke CPAs & Advisors grew from a solo tax practice into a multi-service firm with two offices, and running it meant a lot of manual work, including staff opening envelopes, keying in phoned-in card numbers and funneling both offices into one bank account. Read the full Burke CPAs & Advisors story or watch the video below to see how the firm cut that workload, brought its offices into one portal and gave its administrative team time for client relationships.
Top 5 resources for running a tighter firm
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Accounting client intake form template : Send every new client a welcome message, engagement letter, and background fields, so you collect the same details every time.
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Accounting reports: definition, types, and best practices for CPAs and accountants : Find out which financial, management and tax reports to produce and how often to review them with clients.
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How to make an accounting process flowchart: Map each workflow step by step, so new hires can follow it and you can see where work stalls.
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How the best-run accounting firms operate : Measure your firm against the benchmarks top firms use, including net profit margin, 70-80% staff utilization, and accounts receivable management.
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The complete year-end accounting checklist: Work through a 10-step year-end close, then set goals for next year and review your tech stack.
Head into 2027 with confidence
You don’t need a bigger to-do list to finish the year well. With a few trusted resources, you can make small changes that fix your biggest problems and start 2027 on firmer ground.
8am is the strategic partner for accounting professionals, and helps firms get paid without the manual work. See what 8am can do for your firm .