Looking for something? Search for: Optimizing agency workflow: Insights from Gray MacKenzieOctober 28, 2024 - by Drazen Vujovic We interviewed Gray MacKenzie, founder of ZenPilot, to hear how he helps agencies improve their processes and profitability. Check out this post to see what insights we gained from it.Project management questionnaire (free template)October 28, 2024 - by Drazen Vujovic A questionnaire can help you manage projects faster and more efficiently. Check out this post to see some of the most important questions to include in your template.Cybersecurity questionnaire (30 questions + free template)October 20, 2024 - by Drazen Vujovic Need a cybersecurity questionnaire, but you’re not sure how to create one? This post will show you 30 questions to include in your form.How to Automate Financial Consolidations for Faster, Easier ReportingOctober 16, 2024 - by Drazen Vujovic Automating financial consolidations saves time and reduces errors. This guide explores financial consolidation tools and discusses strategies to streamline your reporting.3 modern tools for effective payroll onboarding October 6, 2024 - by Sylva Sivz Explore how the integration of modern technology and dedicated tools can streamline your payroll onboarding process.Employee onboarding form (questions + template)September 2, 2024 - by Drazen Vujovic Learn how to create an employee onboarding form that keeps new workers well-informed about their roles and company policies.Succession planning questionnaire template: 21 questionsAugust 7, 2024 - by Drazen Vujovic Still haven’t developed a feasible succession plan? We’ll help you kickstart the process with the right succession planning questionnaire.50 questions to ask new hires in your employment intake formAugust 4, 2024 - by Sylva Sivz Get a list of questions to ask new hires in an employment intake form to set them up for success in their new role. Get access to our template you can use to save time.Strategic planning questionnaire template: 30 questionsJuly 30, 2024 - by Drazen Vujovic Strategic planning is the cornerstone of organizational success. In this post, we’ll show you how to prepare for it by creating a comprehensive questionnaire.How to create a divorce questionnaire (free template included)July 15, 2024 - by Drazen Vujovic Learn the basics of creating a divorce questionnaire and some of the most important questions to include in your template.How to create a bankruptcy questionnaire (free template included)July 13, 2024 - by Drazen Vujovic Learn the basics of creating a bankruptcy questionnaire and some of the most important questions to include in your template.50+ questions to help you make a due diligence questionnaireJuly 11, 2024 - by Drazen Vujovic Create a comprehensive due diligence questionnaire by following the best practices and real examples.Tips and tools to improve your document approval workflowJune 21, 2024 - by Drazen Vujovic Interested in streamlining collaboration and timely approvals within your organization? Read on for the tips and tools to streamline your document approval workflow. Questions to ask in an immigration intake form (free template included)April 29, 2024 - by Drazen Vujovic An immigration intake form is a critical document for legal counselors and their clients. In this post, we’ll show you 30+ questions to ask in your questionnaire.How to keep track of clients’ information: Top tools and tipsApril 22, 2024 - by Drazen Vujovic Are you struggling with scattered client-related information? In this post, we’ll share some of the best tools and tips on how to improve your information gathering process. Graphic design process: Tested strategies for preventing delaysApril 19, 2024 - by Sylva Sivz Frustrating delays can take the joy out of the graphic design process. Learn helpful strategies to reduce common bottlenecks so you can do more with your time. Practical tips to improve data security in accountingApril 15, 2024 - by Drazen Vujovic Not sure how to safeguard your firm’s sensitive information? Check out this post to learn the ins and outs of data security in accounting.How to build a trademark questionnaire (free template included)April 10, 2024 - by Drazen Vujovic Not sure how to build a trademark questionnaire? We got you covered! Get a full list of questions to include in your online form. Questions to ask in a student registration form + free templateOctober 26, 2023 - by Sylva Sivz Get a list of questions you can ask in a student registration form and use our free template to start building your form for your school.Request access to Facebook page: A step-by-step guideOctober 19, 2023 - by Drazen Vujovic Accessing your client’s Facebook Page is often a daunting task. Read this post to learn how to do it in a few simple steps.5 client onboarding best practices for making a lasting first impression October 17, 2023 - by Sylva Sivz Learn 5 client onboarding best practices you can apply to any type of business to impress your clients.How to streamline your workflow with automated email remindersSeptember 21, 2023 - by Drazen Vujovic Do you frequently send reminder emails to your clients? If yes, read on to learn how to automate the process using some of the best tools in the business.Getting in control of practice workflow: No more wasted 'pick up, put down' timeSeptember 18, 2023 - by Steve Ash If you’re struggling to optimize your practice workflow, read on to learn a few ways to streamline your client-facing tasks.Why accountants struggle to turnaround individual tax returns (ITRs) on timeSeptember 18, 2023 - by Steve Ash Are you struggling with individual tax returns? If yes, read this post to learn how to streamline your ITRs with Content Snare.Accounting technology: Definition, types, and benefitsSeptember 12, 2023 - by Drazen Vujovic The accounting industry isn’t as inert as most people believe it to be. Read this post to learn how accounting technology is reshaping the entire profession.How to organize client files: A comprehensive guideSeptember 10, 2023 - by Nicholas Edwards Need some tips on how to organize client files? In this article, we’ll explain everything you need to know.Accounting automation software: Industry experts reveal their favoritesSeptember 7, 2023 - by Drazen Vujovic Interested in accounting automation software? Read on to discover some of the best tools that industry leaders use in their daily operations. How tech can help you streamline the seller onboarding processAugust 29, 2023 - by Nicholas Edwards Looking to onboard new sellers to your marketplace as smoothly and quickly as possible? In this article, we’ll explain how technology can help you do this.Improve your project intake process: A step-by-step tutorialJuly 18, 2023 - by Drazen Vujovic Looking to improve your project intake process? Read this post to see a step-by-step guide on how to manage project proposals.How to create the ultimate tax preparer checklist for clientsJuly 13, 2023 - by Nicholas Edwards Want to make tax season less stressful? In this article, we’ll show you how you can by using a tax preparer checklist for clients. 1 2 3 4 Next »
