Looking for something? Search for: Why you need a document upload portal — and the best tools for the jobMarch 28, 2023 - by Nicholas Edwards A secure document upload portal is essential for any kind of business. In this article, we’ll explain why, and highlight the best tools for the job.How to reduce back-and-forth emailsFebruary 28, 2023 - by Nicholas Edwards Back-and-forth emails can be a time-consuming, exhausting, and inefficient way to communicate. But what are the alternatives? Read on to find out.How to write a survey reminder emailFebruary 21, 2023 - by Drazen Vujovic If you are struggling to get feedback from customers, check out this post to see how to prepare a survey reminder email.How to send sensitive information via emailJanuary 30, 2023 - by Drazen Vujovic Check out how to send sensitive information via email and learn about much safer file-sharing alternatives. How to improve customer satisfaction with a health insurance satisfaction surveyDecember 12, 2022 - by Marina Lovejoy-Black Get a list of the most important questions to ask in your next health insurance survey to keep both you and your clients happy and on the same page.What makes a great Financial Planning Questionnaire?September 5, 2022 - by Marina Lovejoy-Black Wanna help your clients get savvy with their savings? Sending them this financial planning questionnaire will be sure to do the trick!How to streamline your agency client onboardingAugust 29, 2022 - by Content Snare Team Learn how to see your agency’s client onboarding process as an opportunity to impress new clients and a chance to set your projects up for long-term success.20 ways to get more accounting clientsAugust 11, 2022 - by Kathryn Yanchycki, CPA How to find more of your ideal accounting clients by looking in the right places and mixing new marketing strategies with old ones.What to include in an audit engagement letterJuly 25, 2022 - by Kathryn Yanchycki, CPA An audit engagement letter outlines the contractual agreement between the auditor and the client. Here’s why you need one and what to include.Vendor questionnaire: 47 questions to askJuly 21, 2022 - by Marina Lovejoy-Black Worried about potential cyber attacks? Ease those concerns with an extensive vendor questionnaire, helping you effectively assess any risks associated with third party vendors.How to create a killer bookkeeping client intake formJuly 18, 2022 - by Marina Lovejoy-Black Get a list of the most important questions to ask in your next bookkeeping client intake form in order to gather as much vital information as possible to help facilitate the onboarding phase.Get to know your clients with a tax preparation client intake formJuly 14, 2022 - by Marina Lovejoy-Black Get to know your new clients before you begin onboarding them with a quick and easy tax preparation client intake form.Home insurance questionnaire: How to nail itJuly 7, 2022 - by Marina Lovejoy-Black Get 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-Black Experiencing 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. Marketing client questionnaire: 30 insightful questions to askJune 24, 2022 - by Marina Lovejoy-Black Get 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 Yanchycki, CPA A 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-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.Sample email for requesting documents from clientsMay 24, 2022 - by Kathryn Yanchycki, CPA 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?Accounting practice management software to better manage your firmMarch 25, 2022 - by Kathryn Yanchycki, CPA 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 letterFebruary 15, 2022 - by Kathryn Yanchycki, CPA 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.How to create an audit PBC request listJanuary 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.Month-End close checklist for bookkeepersDecember 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 questionsDecember 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 questionnaireDecember 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 enoughDecember 6, 2021 - by James RoseMany 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-Black Learn how to create the ideal pre-coaching questionnaire for new prospects.Law firm client intake form for seamless onboardingNovember 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 formNovember 25, 2021 - by Marina Lovejoy-Black Get a list of 22 questions to include in your next life coaching intake form.7 business automation tools to grow your business in 2021August 9, 2021 - by Helen Heidel Discover how to grow your business at scale with these business process automation tools.The web design process: 10 steps to turn your client’s vision into a realityJuly 30, 2021 - 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. 1 2 3 Next »
