Home › Insights › CPA & Advisor Practices Firm Practice Standard The primary barrier to scaling Client Accounting Services (CAS) is client compliance. Forcing small business owners into complete accounting…
Checks do not break your business when they clear the bank. They break your business when they sit in an intake tray for four days, get recorded across disjointed spreadsheets, and produce unmatched figures inside your undeposited funds clearing account.
Resetting your general ledger and knowing how to clear undeposited funds daily is an operational necessity, not an optional cleanup. Leaving unbatched physical checks or net merchant payouts inside this account distorts cash position reporting and creates massive month end backlogs.
Learn how Toby Hansen Agency deployed a thirty second payment intake flow to eliminate check reconciliation errors, cut deposit prep time, and reclaim eight hours every week.