Author: cmaggi

It’s that moment of the year again. As the calendar turns and financial reporting deadlines loom, accountants and auditors brace themselves for what is often referred to as the “busy season.” 

The confluence of increased workload, stringent timelines, and heightened client expectations can create a perfect storm of stress and exhaustion. Yet, it is during these high-pressure moments that the true mettle of accountants and auditors’ shines through, as they strive to ensure financial accuracy and compliance. 

Continue reading “Surviving Accounting Busy Season: Key Strategies and Tips”

In today’s competitive marketplace, businesses are constantly seeking innovative ways to drive growth, increase efficiency, and stay ahead of the curve. As organizations strive to expand their operations and attract new opportunities, they often encounter challenges in managing the influx of Requests  for Information (RFIs) from potential clients, partners, or vendors.

Continue reading “RFI Software to Grow a Business.”

A coaching intake form is an essential tool used by professionals to set the foundation for a successful coaching relationship. It serves as a preliminary questionnaire to gather crucial information about a new client, which can include personal goals, challenges, preferences, and background details. The form typically acts as a starting point for discussions and helps the coach understand the client’s current situation and aspirations. This clarity allows for a tailored coaching strategy that aligns with the client’s objectives.

Continue reading “Coaching Intake Form Essentials: Streamlining Client Onboarding”

If you have a legal practice, there’s no doubt you’ve been through the intake process. The decision to hire one of your law firm’s services takes us through a series of questions that take up time and energy for both parties.

Each time you meet with a new client, think of all the information you need to get from them. Have you been using a paper intake form and looking for an alternative? Consider gathering your legal client intake form digitally. Keep reading about how electronic forms can help transform your practice, and see how they can help get the information you need.

Continue reading “Law Firm Client Intake Form as Quick and Efficient as Possible”

A “Provided by Client” list or PBC List,  lists documents that will be needed to complete an audit on the client’s behalf. It serves as a checklist of what information the client is required to provide in order for the auditor or the audit team to complete the annual audit. In a no-bid government contract, a PBC list is required by regulation.

Now that the audit process has begun, it’s time for you to send one to your new client, and you need some assistance with their list of audit requests.

Continue reading “How to Create a PBC Request List and Securely Received The Information”

Vendor onboarding can be quite a task at times. With all the options of who you choose to work with, gathering that information can be difficult to organize. Our software can help decrease lost or hard-to-find information, making it easily available to whoever it needs to be shared with.

Continue reading “Making the Vendor Onboarding Process Simple”

Google forms allow you to easily create and share your forms with others and make it easy for them to provide their responses. Responses to Google Forms are stored in a spreadsheet on the Google Sheets app.

Google Forms is a great product. It’s free, easy to use, and popular which makes it a good alternatively to create a simple or quick client intake form but, if you need to accept attachments or file uploads and if you wish to present a more professional image to your future customers of your law practice or accounting firm for example, then it may not be the best option for your business.

Continue reading “How to create an Intake Form with Google Forms”

Tax season is always a busy and stressful time around the office. Navigating clients can be tough as well when they don’t want to cooperate, slow down, or don’t respond sincerely.

As accountants and bookkeepers, you understand the importance of having a well-planned tax return checklist for clients. Every year thousands of people are at risk of facing hefty penalties from HM Revenue & Customs if they do not comply with stringent regulations.

As such, it is vitally important that you have in place an up-to-date, comprehensive checklist, one thing that’s important for running things smoothly: is a checklist of tax preparation documents to ensure your clients are filing accurate returns on time while avoiding costly misunderstandings or errors. This way, your clients know what they need to send or bring in.

That’s why you must put together a tax return checklist for clients. Share this list for a quick way to remind your clients how to prepare for tax season.

Continue reading “Accountants and Bookkeepers: Your Tax Return Checklist for Clients”

This article will guide you on how to create a project intake form for your company. It will also provide best practices for the project intake process.

If you are looking to create a new project intake form or improve the current one, this article is perfect for you. It will provide step-by-step instructions and tips on how to create an efficient and effective project intake form that will help your company grow.

Continue reading “How to Create the Perfect Project Intake Process”