Our Latest Articles
Grow Your Business: Strategies for Expanding Your Customer Base
What is proposal management and its challenges for small businesses
Proposal Management is crucial for accountants looking to win new contracts. It involves more than…
How to implement a three-tier pricing strategy for accounting services
Clear and fair pricing attracts suitable clients, especially with a three-tier pricing method. This method…
When and How to Send a Follow-Up Email After No Reply
Following up after not receiving a reply to your email can greatly increase your chances…
Common engagement letter mistakes to avoid
Engagement letters set clear expectations and limits between clients and accountants. In this post, we…
The ultimate guide to pricing your accounting services: choose between Fixed and Value-based approaches
Pricing your accounting services can be tricky for pricing accounting and bookkeeping services for fixed-price…
10 Common proposal mistakes accountants make and how to avoid them
Tender and proposal writing is something many of us would rather avoid. It can be…
How to write a high performing accounting services proposal
Writing a proposal for accounting services can be challenging. How do you clearly present your…
The hidden costs of managing proposals without automation
Using a manual proposal process might seem cheap at first. However, it can lead to…
The key to professional client offboarding: disengagement letters for accountants
When an accounting firm decides to stop working with a client, it’s important to communicate…