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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

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

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

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

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

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

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.

Accounting trivia: 12 fascinating facts you (probably) never knew

February 11, 2022

- by Nicholas Edwards

Think 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 know

February 8, 2022

- by Kathryn Yanchycki

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 (template included)

February 4, 2022

- by Kathryn Yanchycki

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

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

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 Rachel Dalrymple

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

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 Rachel Dalrymple

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.

The best Google Forms alternative in 2024

January 11, 2022

- by Drazen Vujovic

If 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 Yanchycki

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

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.

Win clients with this 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 Rachel Dalrymple

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.

How to create the perfect law firm client intake form

November 29, 2021

- by Nicholas Edwards

Looking to streamline your client onboarding process? In this article, we’ll show you how you can do that using a law firm client intake form.

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 […]

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