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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 can often feel like a complex and time-consuming task. The process…

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…

Disengagement Letter for Accountants: Essential Client Offboarding Tips

When an accounting firm decides to stop working with a client, it’s important to communicate…

How Value-Based Pricing in Proposals Drives Better Client Relationships

Value-based pricing (VBP) is a pricing strategy that sets prices based on how much value…

Why Outbooks Is the Better Choice For Proposal Management

In a world where first impressions can make or break a deal, having the right…

10 Proven Strategies to Handle Difficult Clients and Maintain Professional Relationships

Dealing with difficult clients is a reality that many professionals face. These challenging interactions can…