Looking for something? Search for: Templates Access a range of customizable templates designed to simplify and standardize your procedures. 50 questions to ask clients in a business planning questionnaire August 19, 2024 - by Sylva Sivz Get a list of 50 questions to ask clients in a business planning questionnaire to craft a strong and detailed business plan. Client onboarding email: Templates and best practices August 15, 2024 - by Sylva Sivz Get 5 onboarding email templates you can copy and paste from then edit to suit your business. Questions to ask in a wealth management questionnaire August 5, 2024 - by Sylva Sivz Get a list of questions to ask clients in a wealth management questionnaire to help you understand their financial goals and create a strategy that suits their needs. 40+ questions to ask in a client tax questionnaire July 16, 2024 - by Sylva Sivz Get a list of questions to ask when filing a tax return plus get access to our tax questionnaire templates to speed up the process altogether. 20+ questions to ask in a tax compliance questionnaire (template included) February 2, 2024 - by Sylva Sivz Get a list of questions to ask clients in a tax compliance questionnaire to help gauge the level of their compliance and whether they’d benefit from more tax support. 20+ questions to ask in a retirement planning questionnaire (free template included) December 15, 2023 - by Sylva Sivz Get a list of questions to ask in a retirement planning questionnaire and access a free template to save even more time in the process. Seamless onboarding: A comprehensive accounting client intake form August 31, 2023 - by Drazen Vujovic Would you like to streamline client onboarding? Read this post to learn how to create a perfect accounting client intake form. How to create the ultimate tax preparer checklist for clients July 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. Year-end accounting checklist: How to close the fiscal year the right way July 11, 2023 - by Nicholas Edwards Looking to simplify your year-end accounting processes? Read on to find out how a year-end accounting checklist could help — and the type of items it should include. How to create the perfect client onboarding form July 9, 2023 - by Nicholas Edwards A client onboarding form is one of the best ways to streamline and systematise your onboarding process. In this article, we’ll explain how to create the perfect one. Asking for referrals: A cost-effective way to getting more clients December 5, 2022 - by Kathryn Yanchycki Referrals are an effective way to attract new business. Learn about ways to ask for and get referrals, tips for successful opportunities + referral templates for email. How to create a new accounting client checklist June 21, 2022 - by Kathryn Yanchycki 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. Sample email for requesting documents from clients May 24, 2022 - 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? 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. 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. Use this KYC checklist (Know Your Customer) to keep your company safe July 8, 2021 - by Marina Lovejoy-Black Delve into and discover the ideal questions to include in your next KYC checklist. Interior design questionnaire: 30 insightful questions to ask March 16, 2021 - by Sylva Sivz Get a list of 30 insightful questions to ask new clients in your interior design questionnaire so you can nail your next design project. Create an effective client onboarding checklist (template included) May 7, 2020 - by Sara Bussandri Use this customer or client onboarding checklist to kick projects off on the right foot. How to create a client intake form (template included) February 12, 2020 - by Drazen Vujovic Client intake forms greatly impact building a working relationship with a client. Check everything you need to know about client intake forms, from their benefits to finding the right template