Ignition blog / Clients

Clients

YOUR BUSINESS 17 mins 23 Jun 2023

How to write a business proposal that wins you more clients (with tips and examples)

A business proposal is one of the most important documents you'll create in your firm. Done right, it enables you to showcase your...

Francesca Nicasio

Francesca Nicasio

Contributing Author

YOUR BUSINESS 11 mins 02 Jun 2023

Creating an effective client intake form

Having a well-considered intake form is crucial to help streamline your client onboarding process.

Francesca Nicasio

Francesca Nicasio

Contributing Author

YOUR BUSINESS 12 mins 02 Jun 2023

Client onboarding guide: 8 steps for happier clients and improved retention

Client onboarding is a vital part of your business. Get your clients off on the right foot.

Francesca Nicasio

Francesca Nicasio

Contributing Author

YOUR BUSINESS 8 mins 18 Apr 2023

How to use referrals to market new services to your clients

If your accounting firm has introduced a new advisory service, referrals are a way to market it.

Angela Gosnell

Angela Gosnell

Global Content Marketing Lead

CLIENTS 7 mins 29 Mar 2023

Use software to identify and manage out-of-scope work

If your firm is doing extra work but not receiving extra payment, you’re experiencing scope creep.

Kasey Clark

Contributor

Subscribe to the Ignition blog

Average based on thousands of reviews