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Firm Spotlight: McSoley McCoy & Co

For four years, we’ve partnered with McSoley McCoy & Co. in making online payments simple for their clients. This week, we’re excited to feature their team in our new Firm Spotlight series, where we explore how top professional services firms are adapting to changes across the profession. We sat down with Michele Eaton, Controller

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The Power of No: How to Fire a Client

Firing clients is rarely easy. But sometimes, it’s the only way to protect your accounting firm (and your sanity.)  If you're not sure how to fire a client, it’s important to get clear about whether they’re actually toxic for your business.  When you know that they’re affecting your relationships with the great clients, it gets

2022 Payment Plan User Survey

Each year, QuickFee sends a survey to the clients of our professional service firms. In September 2022, we sent this survey to over 1,400 payment plan users to better understand their thoughts on this option - and how it affects their decisions with professional service providers. The results showed that clients are satisfied