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What to include in an audit engagement letter

- by Kathryn Yanchycki, CPA

An 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 ask

- by Marina Lovejoy-Black

Worried 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 form

- by Marina Lovejoy-Black

Get 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 form

- by Marina Lovejoy-Black

Get 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 it

- by Marina Lovejoy-Black

Get 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 questionnaire

- by Marina Lovejoy-Black

Experiencing 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?

- by Sara Bussandri

Get 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 ask

- by Marina Lovejoy-Black

Get 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 checklist

- by Kathryn Yanchycki, CPA

A 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 it

- by Marina Lovejoy-Black

Get 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 rates

- by Benjamin Boman

Performing 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 clients

- by Kathryn Yanchycki, CPA

Sample 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 statistics

- by Kathryn Yanchycki, CPA

Check 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 2022

- by Kathryn Yanchycki, CPA

Check 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 easier

- by Kathryn Yanchycki, CPA

Accountants 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.

The 10 best accounting podcasts

- by Marina Lovejoy-Black

Here are the 8 best accounting podcasts to help you keep up with the accounting industry

Accounting practice management software to better manage your firm

- by Kathryn Yanchycki, CPA

Accounting practice management software is one of the most important tools you need to run your accounting firm. Find out the benefit of implementing a software program and what to look for.

What to include in your bookkeeping engagement letter

February 15, 2022

- by Kathryn Yanchycki, CPA

Before you provide any bookkeeping services, it’s essential that you and your client agree on the terms of your engagement. Find out what to include in your bookkeeping engagement letter and why they are important.

12 fun and interesting facts about accounting

February 11, 2022

- by Kathryn Yanchycki, CPA

Accounting usually isn’t described as fun or exciting. However, we’ve compiled some fun and interesting accounting facts that might surprise you.

47 Accounting industry statistics you should know

February 8, 2022

- by Kathryn Yanchycki, CPA

A compilation of 47 accounting industry statistics that are worth knowing about to help you stay up-to-date on the industry. The world of accounting is complex and constantly changing.

How to write an accounting engagement letter

February 4, 2022

- by Kathryn Yanchycki, CPA

An engagement letter is a formal agreement between you and your clients. Find out what you should include in yours to prevent a headache in the future.

Future of accounting: Top 11 accounting trends

February 1, 2022

- by Kathryn Yanchycki, CPA

As accounting firms work to stay relevant in the age of technology, here are the top 11 accounting industry trends to watch out for this year and in the future.

Sharefile alternatives for exchanging files with clients

January 28, 2022

- by Kathryn Yanchycki, CPA

Here are some great Citrix Sharefile alternatives for sharing files with and requesting files from clients. The right secure file sharing solution can save your business time and stress.

How to deal with difficult clients

January 25, 2022

- by James Rose

Knowing how to deal with difficult clients is the key to the long-term success of your business. Learn how you can manage and grow from those challenging relationships.

How to create an audit PBC request list

January 21, 2022

- by Kathryn Yanchycki, CPA

A Provided by Client (or PBC) list is a checklist of supporting documents required by your client in preparation for their audit. Save time having this pre-made, tweaking it for each client and re-using it every year.

The best accounting magazines to stay up-to-date

January 18, 2022

- by James Rose

This list of accounting magazines will help keep you up-to-date about what's happening in the industry and how you can grow your practice

4 ways to build a strong client-agency relationship

January 14, 2022

- by James Rose

A successful client-agency relationship is built on strong communication, clear definitions for success, a foundation of trust, and reliable follow-through. Find out what that looks like.

How to find a great Google Forms alternative

January 11, 2022

- by James Rose

If your workflow includes collecting a lot of information from clients, you may be using Google forms. Before doing the research, many people are more familiar with Google than with other online form builder platforms. That’s why Google Forms is often the first platform businesses turn to when they’re looking for online forms to gather […]

How to write follow up emails to your clients (and 5 templates)

January 5, 2022

- by Kathryn Yanchycki, CPA

Why aren’t your clients responding? Follow up with clients by email politely, yet effectively to help increase your odds of getting a response without being too pushy.

Month-End close checklist for bookkeepers

December 16, 2021

- by Kathryn Yanchycki, CPA

A month-end checklist for bookkeepers. Use this to stay organized, automate, and delegate. Save time and money for your firm.

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