Author: Paula

If you are an accountant and you have a client that you have worked with several times, it is inevitable that you know one or two of the ways they tend to behave, and on some occasions, a bond of trust has been created, but despite the fact that you can establish a friendship and trust with your client, the best thing is that your professional relationship is always clear.

Maybe they are dissatisfied with the last accounting service that you offered them; it could be this time it was because they didn’t like the proposed pricing on a fee schedule. Whatever the case may be, you probably have an idea of what could be so it is better to maintain a good relationship with your client and have an engagement letter.

Continue reading “How to Craft the Perfect bookkeeper engagement letter for Your Accountant Clients?”

Many organizations include an audit process as part of their overall quality assurance system. An Audit is one of the most important tools for ensuring that processes are being followed, and it’s a critical part of ensuring compliance with regulatory requirements. When a relationship between a team of auditors and a company begins, it is very important to have a document that details all the stipulations of this relationship and its goals, and precisely this is the purpose of an engagement letter.

Engagement letters are a great way to clarify expectations and make sure everything runs smoothly during your audit process. In fact, engagement letters can be used in different ways:  as a tool to share information with clients and other stakeholders, as a formal way of letting people know what to expect down the road, or even as an internal method of dealing with changes that need to be implemented. This article will take a closer look at how engagement letters can increase clarity during audit processes.

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If you rent a home, you already know how difficult it can be to find the right tenant. Most of the time it’s hard to judge whether an applicant is reliable or trustworthy. That’s why the best thing to do when you’re in this situation is to try to learn as much as you can about your potential future tenant.

You might be wondering what sort of inquiries to do while screening tenants. Asking questions that will help you determine whether a candidate will live up to your expectations and vice versa will help you screen out unsuitable prospects and discover a solid long-term tenant. Continue reading “Finding The Perfect Renter Using a Rental Application”

Understanding your clients well is a key element to any business, your customers are a window towards your company and your products. What do they like? What brings them recurrently to acquire your service or product?

Customer information and their expectations from a company will allow you to have a smooth customer relationship, in addition to knowing how to build loyalty among other services that will increase sales for future clients, you will really know what your company value is and who it wants to reach.

Continue reading “A Successful Client Information Sheet”

The job of a real estate agent is quite an endeavor. You have all kinds of clients, people with different interests but common desires; some of them want to sell a property, others want to find their first flat and others want to buy a home.

Potential home buyers are often curious about the history of a home and the people who have lived there. By conducting a seller questionnaire, you can learn key details about your clients’ homes that they may not be aware of.

Some questions you may want to ask include when the home was built, what renovations have been done over the years, and even who has previously lived in the house. The answers to these questions can help you create a story around the property that will resonate with potential buyers.

This information can then be used to market the property in a more effective way.

Continue reading “Tools To Learn Key Details About Your Clients’ Home (Seller Questionnaire).”

Buying a home can be a complicated and stressful process. If you’re a qualified real estate agent this should come as no surprise. As a real estate agent, your main goal is to help clients find the best homes for their needs, their “Dream home”, which is why you need to get to know your client in depth to be able to meet each of their needs and help them find that house that they have dreamed of for so long and that is within their budget.

But in a market as competitive and with as much movement as the real estate business, you don’t have time to have a coffee with each of your clients and dedicate a special time to each one. In real estate, if you sleep you lose, and another agent will take your client.

Because of this, some real estate agents have turned to offering a “buyer intake form” which allows them to have an idea of what the client is looking for and what type of property they are interested in. In this article, we’ll take you through the basics of creating a buyer questionnaire and what you can do with it afterward.

Continue reading “How To Create a Real Estate Buyer Questionnaire”

Have you ever tried to customize SharePoint Online modern pages? It could be a very challenging procedure especially if you don’t have much time to study it deeply.

In Office 365 SharePoint, “modern pages” web parts are one of the most useful and revolutionary web parts provided by Microsoft. Modern pages can help you to fully customize the look and feel of your Office 365 environment easily without worrying about technical details. Modern page authors can publish data-rich content that looks great on any device, is backed by the full power of Office 365, and includes built-in functionality such as social features, contribution models, comments, and ratings.

Continue reading “How To Add a Form to A SharePoint Online Page”

Merchant onboarding practices are the first impression of your business to a merchant. If you cut corners or fail to follow industry best practices, this will reflect poorly on your business and cause merchants who might have otherwise conducted business with you to run for the hills.

Companies must exercise caution when onboarding new merchants because the payments sector is constantly expanding and changing. They must make sure that good merchants may be approved as quickly as possible and in a simple way while preventing bad ones from entering their system.

Continue reading “How To Create an Effective Merchant Onboarding Process”

Customer services portals have really changed the way that businesses interact with their customers. A customer portal has many uses, depending on what you want the portal to achieve.

Understanding how to build a customer portal requires a good knowledge of how such portals are used internally for support, and how your customers can benefit from their use.

Continue reading “Can I Build a Customer Portal with SharePoint”

The SharePoint vs. OneDrive question is one that customer service team members and even IT professionals are often asked. It’s a question that honestly shouldn’t be so confusing because SharePoint and OneDrive are Microsoft cloud storage products with common characteristics. But there are some key differences between the two which can help us in that decision.

Continue reading “Sharepoint Vs Onedrive: Which Option Best Satisfies My Needs?”