Looking for something? Search for: Bookkeeping client onboarding checklist: 7 steps with to-do itemsApril 28, 2025 - by Drazen VujovicDiscover a well-structured bookkeeping client onboarding checklist to streamline your process and set the stage for a successful long-term partnership.Content Snare: A smarter data collection process for accounting firmsApril 25, 2025 - by Drazen VujovicThis post will help accountants and bookkeepers learn about different ways to use Content Snare in their daily work.Client onboarding automation: How to streamline and simplify your onboarding processApril 24, 2025 - by Nicholas EdwardsLooking to streamline and enhance your onboarding process? Then look no further. In this article, we’ll explain everything you need to know about client onboarding automation.Mastering high-ticket sales with Kim BarrettApril 21, 2025 - by Drazen VujovicMany digital agencies shy away from pricing their services at a premium level. In this post, we explore high-ticket sales strategies with Kim Barrett, owner of Your Social Voice.Client management software: A simple guide to find the right toolApril 14, 2025 - by Drazen VujovicOrganizations working with many clients simultaneously can strengthen business relationships using the right tool. This post will help you pick the best client management software.Improve client comms in 7 steps: A no-nonsense guideApril 10, 2025 - by Drazen VujovicIf you’re tired of endless email chains, misunderstandings, and last-minute surprises, check out this seven-step guide on how to improve client comms.Digital agency lead generation: Kim Barrett shares his secretsApril 7, 2025 - by Drazen VujovicWe hosted Kim Barrett, founder of Your Social Voice, to discuss how digital agencies can improve their lead generation strategies.Property management checklist for smooth rental operationsApril 3, 2025 - by Drazen VujovicCheck out a property management checklist that streamlines tenant move-ins, maintenance, rent collection, and other rental operations.Choosing the right TaxDome alternative: A smart comparisonMarch 31, 2025 - by Drazen VujovicLooking for the best TaxDome alternative? This guide will help you to find the perfect software based on your budget, firm size, and other specific needs.How Content Snare keeps your data safeMarch 24, 2025 - by Drazen VujovicLearn how Content Snare goes beyond standard security practices to deliver best-in-class protection, keeping your data encrypted and safe from sophisticated threats.HR questionnaire: 5 templates to collect employee feedbackMarch 17, 2025 - by Drazen VujovicLearn about HR questionnaires that go beyond data collection to improve your workplace culture and employee engagement.Client data collection: Get what you need without the headacheMarch 10, 2025 - by Drazen VujovicDo you find it hard to get the right information and files from your clients? Check out this post to learn how to improve your client data collection process.Agency profitability: Expert tips from Marcel PetitpasMarch 3, 2025 - by Drazen VujovicStruggling with agency profitability? Learn how to increase net profit and improve cash flow with expert tips from the CEO & Co-Founder of Parakeeto, Marcel Petitpas.Improve your business model with Jonathan Stark’s value-based pricing tipsFebruary 24, 2025 - by Drazen VujovicDiscover Jonathan Stark's insights on value-based pricing and learn how to maximize profits, align client incentives, and eliminate hourly billing.Overcoming entrepreneur imposter syndrome: Growth lessons from FreshBooks co-founderFebruary 17, 2025 - by Drazen VujovicWe interviewed Mike McDerment, co-founder of FreshBooks, to learn how he dealt with imposter syndrome and self-doubt as an entrepreneur.What’s the best CRM for accountants? Here are our 8 top picksFebruary 10, 2025 - by Nicholas EdwardsCRMs are an essential tool in any accounting firm’s tech stack. But what’s the best CRM for accountants? In this article, we’ll explain everything you need to know.Understanding loan origination software: A complete guideFebruary 3, 2025 - by Drazen VujovicLearn how to discover the best loan origination software and streamline your lending operations. 25 project management statistics to guide your plans in 2025January 27, 2025 - by Drazen VujovicThis post explores project management statistics to help you understand the most recent trends, tools, methodologies, and skills in this sector.30 lawyer statistics every law firm should be aware ofJanuary 20, 2025 - by Drazen VujovicCheck out the most relevant lawyer statistics to figure out how to improve the functioning of your legal practice in 2025 and beyond. 25 recruitment statistics to improve your hiring processJanuary 13, 2025 - by Drazen VujovicInterested in improving your hiring process? These recruitment statistics may provide some insight on how to excel.40 HR statistics every organization should considerJanuary 6, 2025 - by Drazen VujovicHR professionals face the difficult task of balancing employee well-being and performance. In this post, we’ll show you important HR statistics that might shed new light on your job.25 graphic design statistics every business should knowDecember 30, 2024 - by Drazen VujovicCheck out key graphic design statistics that can help you shape your creative strategy and make impactful visuals.Taxation statistics: Mapping the world’s revenue collectionDecember 23, 2024 - by Drazen VujovicInterested in how taxes work around the world? Check out this post to see some of the most notable taxation statistics. 27 eye-opening financial planning statisticsDecember 23, 2024 - by Drazen VujovicClever planning is a major precondition for long-term financial stability. In this post, we’ll show you some of the most notable financial planning statistics.Cybersecurity statistics: Key insights to keep you alertDecember 16, 2024 - by Drazen VujovicDigital security is a crucial aspect of running a modern business. In this post, we’ll show you the most important cybersecurity statistics.General insurance questionnaire templateDecember 9, 2024 - by Drazen VujovicIf you need a general insurance questionnaire to simplify client onboarding, this post will show you what to include in your template. How to conduct online ID verification in AustraliaDecember 2, 2024 - by Drazen VujovicVerifying your client’s identity is essential for the overall security of your business operations. In this post, we’ll explain how to conduct online ID verification for the Aussie market.Tax Return Documentation — Individual (questionnaire template)November 26, 2024 - by Drazen VujovicLooking for an easier way to assist clients with their tax return? This post will show you how to create a perfect questionnaire and quickly collect relevant documentation.Tax return documentation - business (questionnaire template)November 24, 2024 - by Drazen VujovicLooking for an easier way to assist businesses with their tax return? This post will show you how to create a perfect questionnaire and quickly collect relevant documentation.How to make an audit questionnaire (free template included)November 22, 2024 - by Drazen VujovicWant a simpler way to analyze your clients’ finances? Check out this post to learn how to create an audit questionnaire — or use our built-in template. 1 2 3 … 16 Next »
