The Modern Blog

Thoughts on Firm Effeciency

Insights, tools, and strategies for firm optimization.

For Accountants

Words & Time, Tools and Tokens

The billable hour is going away, but time isn't. Why the future firm's economics will run on time, tools, and tokens — not hours and rates.

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Reimbursable, non-reimbursable, pending, posted — all of it, actually organized.

ModernPM handles all expense types — reimbursable and non-reimbursable — with a workflow that's actually designed for how CPA firms operate.

Manual, bulk, or imported — deposits that actually behave themselves.

ModernPM's deposits module handles the full range — manual entry, bulk CSV import, and everything in between — without the data surprises that make deposit posting a thing people dread.

Mail-ready statements. Click-to-pay links. Clients actually settle their balance.

Clients with outstanding balances need two things: a clear statement showing what they owe, and a simple way to pay it.

Keep the billing conversation where it belongs — on the invoice.

ModernPM puts threaded comments directly on every invoice. The conversation stays attached to the record.

Automated AR follow-up — so you get paid without the awkward call.

ModernPM sends automated, firm-branded email reminders when an invoice goes overdue. No manual follow-up required. No uncomfortable calls.

Every screen. Every filter. One click.

ModernPM is simple: every screen has an export button. You filtered it, you get it.

Your tables, your way — show what matters, hide what doesn't.

ModernPM's custom columns fix that without requiring an IT ticket or a support call.

ACH, card, or statement — your clients can pay in seconds and it all flows through your PM system natively.

ModernPM embeds payments directly into the billing workflow. No third-party portal. No manual reconciliation. No gap between when a client pays and when your AR reflects it.