Remove blog construct-engagement-letter-
article thumbnail

Watch out for regulatory progress on the supply-chain finance front 

ThomsonReuters

Though to date there’s no rulemaking on the subject, SEC Staff, through interpretive guidance and comment letters, are encouraging tailored disclosures regarding risks posed to business and operations that help guide investors’ decision-making process. . Supply-chain finance arrangements and related disclosures are on the SEC’s radar.

Finance 98
article thumbnail

5 mistakes you make when quoting fees to new clients

Mark Lee

I was able to offer constructive advice that I am sure will enable them to win more of the work they quote for in future. Keeping the fee quote email/letter short and sweet. ‘ P itch’ refers to your skill at engaging prospects 1-2-1 and helping them to appreciate that you are keen and able to provide the services they need.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Expanding your client base for accounting firm growth: How did your firm score this tax season?

ThomsonReuters

based Fraim, Cawley & Company, CPAs, wrote in a blog post , “Despite semi-routinely having to tell a client that things just aren’t working out and that they need to go find help elsewhere (we fired a dozen or so this past tax season), my firm’s revenues continue to rise. Eliminating the frustration is a meaningful benefit to the firm.”.

article thumbnail

SaaS SEO to Grow Traffic and Sales. SEO for SaaS Strategies Overview

Snyder

That’s a valuable material for customer support, social media posts, your product development team, and your blog content. That means that all files or URL names on your site shouldn’t contain any random strings of self-generated letters, numbers, and signs but meaningful descriptions that contain the right keywords.

Sales 52
article thumbnail

147 Cloud Accounting Software Apps: The Big List

Ryan Lazanis

Create proposals & engagement letters in seconds. E-Commerce Apps Lots of small business owners these days engage in e-commerce type business activity. You can find more details on the partnership in my blog post here. You need Practice Ignition. As a start, it handles US-based payroll needs.