Resources
Working tools, not a blog.
A calculator, two CSV templates and a checklist. Each one is useful without an account, and none of them asks for client data.
Revenue leakage calculator.
Put your own caseload and loss rate in and see the monthly and yearly figure, with every formula shown.
CSV templates.
The client import template and a worked example with one made-up client, built from the importer's own columns.
Switching checklist.
What to export, what to keep and what to check afterwards when you move between systems, whichever one you leave.