Our Blog

Category: Process & Operations

GET BETTER CLIENTS • CHARGE MORE • AUTOMATE • GET YOUR LIFE BACK

ALL ACCOUNTING DIGITAL AGENCY BUSINESS STRATEGY CLIENT ONBOARDING CLIENT RELATIONSHIPS MARKETING PROCESS TOOLS & TECH

Looking for something?

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 onboarding

August 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 clients

August 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 letter

- 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 ask

- 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 form

- 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 form

- 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 it

- 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 questionnaire

- 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 ask

- 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 checklist

- 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 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.

Sample email for requesting documents from clients

- 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 firm

- 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 letter

February 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 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.

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.

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.

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.

Real estate questionnaire for sellers: 25 questions to ask

- by Marina Lovejoy-Black

Get a list of 25 questions to ask in your real estate questionnaire for sellers.

Use this KYC checklist (Know Your Customer) to keep your company safe

- by Marina Lovejoy-Black

Delve into and discover the ideal questions to include in your next KYC checklist.

Real estate questionnaire for buyers: 33 questions to ask

- by Marina Lovejoy-Black

Learn how to create a real estate questionnaire perfectly suited to buyers.

Can you save progress on Google Forms?

- by Marina Lovejoy-Black

Making clients answer long forms in one sitting is a real pain in the a** for them. Here’s how to make the process easier and keep everyone happy.

Graphic design questionnaire: 30 questions to ask

- by Sylva Sivz

Get a handy list of 30 questions to ask clients in a graphic design questionnaire to avoid project failure.