Looking for something? Search for: 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 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 YanchyckiA 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 YanchyckiSample 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 YanchyckiCheck 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 YanchyckiCheck 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 YanchyckiAccountants 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 podcastsApril 12, 2022 - by Marina Lovejoy-BlackHere are the 8 best accounting podcasts to help you keep up with the accounting industryAccounting practice management software to better manage your firmMarch 25, 2022 - by Kathryn YanchyckiAccounting 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 (with free template)February 15, 2022 - by Kathryn YanchyckiBefore 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.Accounting trivia: 12 fascinating facts you (probably) never knewFebruary 11, 2022 - by Nicholas EdwardsThink you know everything there is to know about accounting? Think again! In this article, we’ll run through some of the most fascinating accounting trivia. Enjoy!47 Accounting industry statistics you should knowFebruary 8, 2022 - by Kathryn YanchyckiA 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 (template included)February 4, 2022 - by Kathryn YanchyckiAn 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 trendsFebruary 1, 2022 - by Kathryn YanchyckiAs 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 clientsJanuary 28, 2022 - by Kathryn YanchyckiHere 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 clientsJanuary 25, 2022 - by Rachel DalrympleKnowing 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 listJanuary 21, 2022 - by Kathryn YanchyckiA 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-dateJanuary 18, 2022 - by James RoseThis list of accounting magazines will help keep you up-to-date about what's happening in the industry and how you can grow your practice4 ways to build a strong client-agency relationshipJanuary 14, 2022 - by Rachel DalrympleA 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. The best Google Forms alternative (tested and reviewed)January 11, 2022 - by Drazen VujovicIf your workflow includes collecting a lot of information from clients, you’ve probably tried Google Forms already. Many individuals and organizations use it because it’s part of Google Workspace. But it only takes a little bit of research to find there are better ways to gather client files and important information. Though Google Forms is […]How to write follow up emails to your clients (and 5 templates)January 5, 2022 - by Kathryn YanchyckiWhy 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 bookkeepersDecember 16, 2021 - by Kathryn YanchyckiA month-end checklist for bookkeepers. Use this to stay organized, automate, and delegate. Save time and money for your firm.Business coaching intake form: 22 must-ask questionsDecember 13, 2021 - by Marina Lovejoy-BlackLearn how to create the perfect business coaching intake form for new clients.Consulting questionnaire template with 23 questionsDecember 9, 2021 - by Marina Lovejoy-BlackGet a list of 23 questions to ask in your next consulting questionnaire.How secure is email? Hint: not secure enoughDecember 6, 2021 - by Rachel DalrympleMany people wonder how secure is email? Although email is convenient, it’s a bad idea to send sensitive information through such an unprotected platform. Learn about your options for securely sending and receiving information.Pre-coaching questionnaire: 20 questions to ask your clientsDecember 2, 2021 - by Marina Lovejoy-BlackLearn how to create the ideal pre-coaching questionnaire for new prospects. « Previous 1 … 12 13 14 15 16 … 19 Next »
