Back in April, our New Proposal Editor went global, becoming the default experience for new customers, and the preferred editor for existing customers. Our customers are already loving the extra flexibility and functionality the new editor offers, with The Vault Bookkeeping increasing revenue by 70% in just six months since using features like Proposal Options. Last quarter, we doubled down on making the new editor experience even better with updates including the ability to add and edit services when creating proposals, and improving workflow automation with Xero Practice Manager (XPM), as we...
Read Now
Do you tend to cringe when clients ask you to do more than the work they’ve originally hired you to do? Or when they take up your time, pick...
Read Now
When you shop at the grocery, you can see the price of the apples, posted right there on the bin. No one is having that awkward conversation...
Read Now
Abbeygate Accountancy is a progressive practice based in Bury St Edmunds, England offering a range of accounting, bookkeeping and advisory s...
Read Now
For many of you, re-engaging clients might be a simple process. You ask the client if they’re happy with the work you’ve completed for them ...
Read Now
Many clients still object to providing their credit card details upfront when signing a proposal or engagement. They usually have a ‘valid’ ...
Read Now
It’s almost the end of the financial year (EOFY), which means one thing: review time. Client reviews are great - but internal reviews can be...
Read Now
Jeffery Davidson is President of Jeffery Davidson & Associates, a full-service accounting practice based in the outskirts of Houston, U.S. W...
Read Now
Let’s start at the beginning, what are Merchant Fees? Put simply they are charges that a business incurs from using certain payment types, p...
Read Now
The word “agile”— almost like some kind of balloon — gets bopped around in business circles quite a bit nowadays. We know you’ve heard it. T...
Read Now
Did you know that clients are three times more likely to churn during the first 90 days?
While Jack’s statement was referring to new employ...
Read Now
Managing scope is an important part of being an accounting professional, both during and after tax season. To do this successfully, you need...
Read Now
Katie Williams is the Owner and BAS Agent for The Vault Bookkeeping in NSW, Australia. A truly tech-savvy bookkeeping service focused on eli...
Read Now