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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.

Business coaching intake form: 22 must-ask questions

December 13, 2021

- by Marina Lovejoy-Black

Learn how to create the perfect business coaching intake form for new clients.

How to win clients over with a flawless consulting questionnaire

December 9, 2021

- by Marina Lovejoy-Black

Get a list of 23 questions to ask in your next consulting questionnaire.

How secure is email? Hint: not secure enough

December 6, 2021

- by James Rose

Many 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 clients

December 2, 2021

- by Marina Lovejoy-Black

Learn how to create the ideal pre-coaching questionnaire for new prospects.

Law firm client intake form for seamless onboarding

November 29, 2021

- by Marina Lovejoy-Black

Learn how to create the perfect law firm client intake form for your clients.

A guide to creating the perfect life coaching intake form

November 25, 2021

- by Marina Lovejoy-Black

Get a list of 22 questions to include in your next life coaching intake form.

Everything you need to know about writing effective headlines and subheadlines

November 23, 2021

- by James Rose

When people visit your site pages, you have a mere 8 seconds or less to make an impression before they navigate away. That’s why headlines and subheadlines are by far the most important elements of a landing page. These are the two things visitors see first, and will largely determine if they stay on the […]

7 Tips for writing an effective services/products Page

November 23, 2021

- by James Rose

Your services/product page is your biggest opportunity to wow your site visitors with what you have to offer. Create a bland, unimpressive page and you’ll find it difficult to get new customers online. Luckily, marketers have been creating and testing landing pages for years now, and have identified a few key elements that matter no […]

7 Tips for writing an impactful about page

November 23, 2021

- by James Rose

Of all the pages on a site, the About Page is often invested in the least. For many it’s an afterthought, just one of those mandatory things. However, for many websites, it is actually the second most visited page, behind the homepage. It is where people go to understand who they are working with before […]

7 Tips for writing an impactful home page

November 23, 2021

- by James Rose

The home page is probably the most important page on your site. It’s a high-traffic platform that serves as the jumping point for users to explore everything else. Effective web design is only the first step to creating a great home page. It’s the content you put on it that really makes or breaks it. […]

How to write effective copy for your website

November 23, 2021

- by James Rose

A stellar design isn’t the only thing your website needs to stand out and engage your audience. It really all boils down to what you put on it. Writing web copy can be a challenge because it’s completely different from any other writing style. But if you follow a few simple rules, you’ll be well […]

Marketing agency deals for Black Friday 2021

November 23, 2021

- by James Rose

It’s that time of year again! You know, the 2-week period where 90% of your inbox are Black Friday emails. But of course this comes with some insane deals on some quality products and services that help you do less work or make more money. Unlike that new pair of shoes that you thought you […]

How to build successful client relationships

September 14, 2021

- by Helen Heidel

Foster stronger client relationships starting today with these best practices.

The top 8 design feedback tools

September 2, 2021

- by Helen Heidel

Learn how to optimize the design feedback process with these robust tools.

Hiring automation hacks: How to save a ton of time when hiring

August 17, 2021

- by Andy Cabasso

These hiring automation hacks will help you find your next team member without digging through mounds of email.

7 business automation tools to grow your business in 2021

- by Helen Heidel

Discover how to grow your business at scale with these business process automation tools.

Content Snare results survey

- by James Rose

When you put a product out into the world, it’s hard to know exactly how effective it is. While we get lots of positive feedback for Content Snare, this doesn’t give us actual numbers to demonstrate how much time it saves companies. To get answers, we asked Content Snare customers about how much time they […]

How to save and continue with JotForm

- by Marina Lovejoy-Black

Clients dread filling out long forms, especially if it’s all in one sitting. Save and continue isn’t much use either though - what’s the solution? Read on to find out.

The web design process: 10 steps to turn your client’s vision into a reality

- by Suzanne Scacca

Want your web design projects to go more smoothly and to finish on time and under budget? This 10-step web design process will make that dream a reality.

How to create file upload forms for your clients (a step-by-step guide)

- by James Rose

This guide will show you how to create a file upload form using Google Forms and Typeform.

Can you save progress with SurveyMonkey?

- by Marina Lovejoy-Black

Clients find filling out forms exhausting. Can you imagine how they’d feel having to do it all over again because they didn’t click save and continue? It’s time to find a better solution.

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