Looking for something? Search for: How to improve customer satisfaction with a health insurance satisfaction surveyDecember 12, 2022 - by Marina Lovejoy-BlackGet a list of the most important questions to ask in your next health insurance survey to keep both you and your clients happy and on the same page.How to price your accounting servicesDecember 8, 2022 - by Kathryn Yanchycki, CPAUnsure of how to price your accounting services? Here's a breakdown of the three most common pricing models, and what you need to consider before deciding on one.Asking for referrals: A cost-effective way to getting more clientsDecember 5, 2022 - by Kathryn Yanchycki, CPAReferrals are an effective way to attract new business. Learn about ways to ask for and get referrals, tips for successful opportunities + referral templates for email.Hilarious accounting jokes & puns for your next office partyNovember 24, 2022 - by Marina Lovejoy-BlackFancy yourself as the office funny guy? Wow everyone with this list of accounting puns and jokes. There’s one for every occasion.40+ incredible accounting pick up linesNovember 22, 2022 - by Marina Lovejoy-BlackCrushing on an accountant? Woo them with the best accounting pick-up lines in the business.How much to charge for bookkeepingNovember 14, 2022 - by Kathryn Yanchycki, CPAFactors to help determine your bookkeeping rate, choosing the right pricing structure and what to include in your payment terms. Learn how much to charge for bookkeeping services with this blog post.How to send documents securelySeptember 19, 2022 - by Content Snare TeamTips for the best alternatives to email for when you need to send documents securely. Don’t risk sensitive information leaking out due to bad processes with Content Snare. CPD for Accountants in AustraliaSeptember 8, 2022 - by Kathryn Yanchycki, CPAStruggling to get your CPD hours this year? Check out the most popular paid and free CPD for Accountants to enhance your career and get CPD hoursWhat makes a great Financial Planning Questionnaire?September 5, 2022 - by Marina Lovejoy-BlackWanna help your clients get savvy with their savings? Sending them this financial planning questionnaire will be sure to do the trick!Top 10 accounting firms in the worldSeptember 1, 2022 - by Marina Lovejoy-BlackAccounting firms are only getting bigger and better. Read more to find out which firms are dominating the space today.How to streamline your agency client onboardingAugust 29, 2022 - by Content Snare TeamLearn how to see your agency’s client onboarding process as an opportunity to impress new clients and a chance to set your projects up for long-term success.Places to go to get web design inspirationAugust 25, 2022 - by Content Snare TeamTips for the best places to go to get web design inspiration, how to approach your hunt for inspiring designs, and some alternative places you can go to get your creative juices flowing. 8 amazing websites for accountantsAugust 18, 2022 - by Marina Lovejoy-BlackLooking to enhance your knowledge and stay up-to-date on all things accounting? Look no further - here’s a list of 8 amazing websites for accountants. Online marketing ideas for accountantsAugust 15, 2022 - by Kathryn Yanchycki, CPAIf you are still using solely traditional marketing strategies, it’s time to market your accounting firm online. Here are some online marketing ideas to get you started.20 ways to get more accounting clientsAugust 11, 2022 - by Kathryn Yanchycki, CPAHow to find more of your ideal accounting clients by looking in the right places and mixing new marketing strategies with old ones.What to include in an audit engagement letterJuly 25, 2022 - by Kathryn Yanchycki, CPAAn audit engagement letter outlines the contractual agreement between the auditor and the client. Here’s why you need one and what to include.Vendor questionnaire: 47 questions to askJuly 21, 2022 - by Marina Lovejoy-BlackWorried about potential cyber attacks? Ease those concerns with an extensive vendor questionnaire, helping you effectively assess any risks associated with third party vendors.How to create a killer bookkeeping client intake formJuly 18, 2022 - by Marina Lovejoy-BlackGet a list of the most important questions to ask in your next bookkeeping client intake form in order to gather as much vital information as possible to help facilitate the onboarding phase.Get to know your clients with a tax preparation client intake formJuly 14, 2022 - by Marina Lovejoy-BlackGet to know your new clients before you begin onboarding them with a quick and easy tax preparation client intake form.Home insurance questionnaire: How to nail itJuly 7, 2022 - by Marina Lovejoy-BlackGet a list of the most important questions to ask in your next home insurance questionnaire to help guide you towards the best home insurance policy for your client.How to effectively screen renters with a tenant questionnaireJuly 4, 2022 - by Marina Lovejoy-BlackExperiencing trouble with tenants? Get a list of the most important questions to ask in your next tenant questionnaire in order to ensure you end up with only the most reliable tenants. What is Marketing Collateral and how can it Help your Business?July 4, 2022 - by Sara BussandriGet a better understanding of what marketing collateral is and learn which type is best suited for your marketing needs.Marketing client questionnaire: 30 insightful questions to askJune 24, 2022 - by Marina Lovejoy-BlackGet a list of the must-ask questions to ask in your next marketing client questionnaire for better insight into your client’s customer base and marketing needs. How to create a new accounting client checklistJune 21, 2022 - by Kathryn Yanchycki, CPAA new accounting client checklist will help you go through the client onboarding process of establishing a new client relationship as efficiently as possible. Here’s what you should include.Client discovery questionnaire: How to ace itJune 17, 2022 - by Marina Lovejoy-BlackGet a list of the most important questions to ask in your next client discovery questionnaire to figure out exactly what your prospective client’s needs are and whether or not you’d be a good fit.Ultimate Guide: How to do a website audit to boost SEO, usability, and conversion ratesJune 7, 2022 - by Benjamin BomanPerforming a website audit is a great way to assess how to best improve an existing website. Here is a thorough guide on carrying one out. Sample email for requesting documents from clientsMay 24, 2022 - by Kathryn Yanchycki, CPASample email for requesting documents from clients and increase your odds of getting a response. What to include, ways to save time and is email the best way?49 interesting web design statisticsMay 17, 2022 - by Kathryn Yanchycki, CPACheck out these latest web design statistics. Share with your clients to help explain the importance of all aspects of your web design or learn something new and implement it into your strategy to improve results.35 web design facts to share with your clients in 2022May 6, 2022 - by Kathryn Yanchycki, CPACheck out these latest web design facts. Share with your clients to help explain the importance of all aspects of your web design or learn something new and implement it into your strategy to improve results.Apps for accountants that will make your life easierApril 19, 2022 - by Kathryn Yanchycki, CPAAccountants are always busy and therefore looking for ways to improve their efficiency. These apps for accountants can be used in all areas of your business to make your life easier. 1 2 3 … 7 Next »
