Our Latest Articles
Grow Your Business: Strategies for Expanding Your Customer Base
Transform your proposal & onboarding process with accounting proposal software
Simplify quotes, accounting proposals, engagement letters, and onboarding with one easy tool built for accountants…
Is Your Proposal Process Costing You Clients? Here’s How UK Accounting Firms Can Fix It
Many accounting firms lose potential clients without realising their proposal process in accounting firms is to blame.…
Which Accounting Proposal Metrics you should track on Proposals?
Accounting Proposal metrics are essential for accounting firm growth and success. Tracking the right data…
The Complete Guide to Client Onboarding for UK Accounting Firms
For UK accounting firms, having a complete client onboarding process is essential. It ensures compliance…
Let Prospects Create Custom Proposals Directly On Your Site – Step-by-Step Guide
Modern accounting firms are transforming how they handle client proposals. The days of lengthy discovery…
Should Accountants Include Pricing In Proposals? – Pros & Cons for UK Accounting Firms
The choice to put pricing in accounting proposals is a big topic in the profession.…
Custom Proposal Templates for UK Accountants: Templates by Industry
Creating custom proposal templates for accountants is essential in today's competitive market. Every industry has…
From First Meeting to Signed Proposal: A Template-Driven Proposal Workflow for UK Accountants
Modern accounting firms need a clear proposal workflow for accountants to win new clients consistently.…
Proposal Automation for UK Accountants: Save Time and Boost Efficiency
Proposal automation for accountants is transforming how UK accounting firms create and manage client proposals.…