Blog/Tag
Tools & Tips
10 best Vendasta alternatives and competitors in 2025
Looking for a Vendasta alternative to help you run your agency? In this article, we'll go over our favorite alternatives to Vendasta.
Marlon MisraApr 21, 20258 powerful ways to get clients as a travel agent in 2025
Want to learn how to get clients as a travel agent? In this article, I'll show you 8 unique client acquisition strategies you probably haven't seen before.
Marlon MisraApr 17, 2025B2B customer portal: 5 examples and platforms in 2025
B2B customer portals are an integral part of many services businesses. Discover what they are, five customer portal examples, and tools for 2025.
Marlon MisraApr 16, 2025TaxDome vs Canopy: An honest comparison for 2025
Comparing TaxDome vs Canopy for your accounting firm or CPA practice? We put these tools head to head to help you make a decision on which to go with.
Marlon MisraApr 15, 202510 best Ignition alternatives and competitors in 2025
Looking for an Ignition alternative to run your service business? Here are our top 10 favorite alternatives to Ignition in 2025 worth checking out.
Marlon MisraApr 15, 2025How to create a web portal: Quick and easy guide for 2025
Looking to learn how to create a web portal for your business website? You've come to the right place. Here's the easiest guide you can find.
Marlon MisraApr 11, 2025SuiteDash vs GoHighLevel: An honest comparison for 2025
Trying to decide between SuiteDash vs GoHighLevel? In this article, I'll break down the pros and cons of each so you can find the better option for you.
Marlon MisraApr 10, 2025The best way to invoice clients (with the lowest fees)
Looking for the best way to invoice clients? Check out our guide on how to minimize payment fees and maximize profits from your services.
Marlon MisraApr 10, 2025ShareFile vs SmartVault: An honest comparison for 2025
Can't decide to go with ShareFile vs SmartVault? In this article, we'll do a teardown of both platforms (and a third) to help you make a decision.
Marlon MisraApr 9, 202510 best SmartVault alternatives and competitors in 2026
Looking for a SmartVault alternative? Here are our favorites that will help manage documents, create client portals, send invoices, and much more.
Marlon MisraApr 7, 202510 best Canopy alternatives you have to check out in 2026
Looking for the best Canopy alternatives in 2026? Discover our top 10 picks to optimize your workflow and elevate your accounting business.
Marlon MisraApr 2, 20255 staffing agency contract templates for modern firms
Ready to sign that new client? Here are five of the best staffing agency contract templates you can use when onboarding your new client.
Marlon MisraMar 5, 202510 best Proposify alternatives and competitors in 2025
Looking for the best Proposify alternatives on the market today? We tested over 10 different tools so you can gain clarity during your search.
Marlon MisraFeb 26, 2025Agiled vs SuiteDash: An honest comparison for 2025
Trying to decide between Agiled vs SuiteDash to run your service business with? In this article, we'll go over what each platform does and how they differ.
Marlon MisraFeb 25, 2025How to start an accounting firm in 2025 (8 easy steps)
Learn how to start an accounting firm — virtually. They run leaner, have better growth channels, and the tools available to them get better every year.
Marlon MisraFeb 24, 20255 bookkeeping contract templates for accounting firms
Ready to sign that new client? Here are five of the best bookkeeping contract templates you can use when onboarding your new accounting client.
Marlon MisraFeb 12, 202510 best Accelo alternatives you need to try in 2025
Looking for the best Accelo alternative that fits your needs? We've put together a list of the top alternatives to Aceelo you need to check out.
Marlon MisraFeb 11, 202510 best FreshBooks alternatives & competitors in 2026
Looking for the best FreshBooks alternative? In this article, we'll go over our top picks for freelancers and small business owners in 2026.
Marlon MisraFeb 10, 20257 gentle reminder email templates for different asks
Discover how to craft effective reminder emails with our 7 powerful templates and tips — helping you run your business more smoothly.
Marlon MisraFeb 7, 202521 unique accounting firm website examples in 2025
Discover the best accounting firm websites and examples to help inspire yours. Learn what your website should include to build strong client relationships.
Vivienne ChenFeb 4, 2025The best client tracking software in 2025 (free + paid)
Looking for the best client tracking software to help you manage your service business? Here are our favorite tools you can use right now in 2025.
Marlon MisraJan 27, 2025How to collect money from clients who won't pay (6 ways)
Looking to recover debt from non-paying clients? In this article, we'll show you six ways how to collect money from clients who won't pay.
Marlon MisraJan 21, 2025How to create a project execution plan (PEP) in 6 steps
Master the art of successful project management with our detailed guide on creating a project execution plan (PEP) in just 6 easy steps.
Marlon MisraJan 15, 2025101+ service business ideas to inspire you in 2025
Looking to start a side project or become a full-time entrepreneur? Here are over 101 service business ideas and examples you can start with $0.
Marlon MisraJan 14, 2025How to find SEO clients in 2026 (8 powerful strategies)
In this article, I'll show you ways how to get SEO clients in a way that will help you build a long-lasting business. Here are my eight strategies.
Marlon MisraJan 4, 20257 best client collaboration software and tools in 2025
Looking for the best client collaboration software to help you manage your agency or freelancing business? Here are our favorite tools in 2025.
Marlon MisraJan 2, 202516 best productized service examples that will inspire you
Discover unique productized service examples and ideas to help you spark some creativity and turn your service business into a predictable revenue stream.
Marlon MisraDec 30, 2024Bonsai vs HoneyBook: An honest comparison for 2025
Looking to manage your service-based business? Here's a detailed look at Bonsai vs HoneyBook to help you figure out which tool is best for you.
Marlon MisraDec 24, 20245 Webflow User Accounts alternatives for small businesses
Looking for a Webflow User Accounts alternative to add user logins and membership accounts to your Webflow website? Here are our favorite tools.
Marlon MisraDec 12, 202410 best ManyRequests alternatives and competitors in 2026
Looking for the best Manyrequests alternatives? In this article, we'll go over our favorite tools to help you run your service business in 2026.
Marlon MisraDec 6, 202422 unique gift ideas for clients that actually make sense
Want to show a client your appreciation for them? Here are 22 of the best gift ideas for clients that make you stand out from other service providers.
Marlon MisraNov 26, 20245 marketing contract templates for agencies & freelancers
Ready to sign that new client? Here are five of the best marketing contract templates you can use when onboarding your new marketing client.
Marlon MisraNov 25, 2024How to create a Framer client portal (easiest guide)
In this guide, we'll go over how to create a Framer client portal step by step.
Marlon MisraNov 21, 20246 client testimonial examples your website needs in 2025
Discover powerful client testimonial examples and learn how to collect, craft, and legally utilize them to enhance trust and drive conversions.
Marlon MisraNov 18, 202410 Task Management Software & Tools in 2024
Looking for the best task management software? Discover our top 10 picks to start, run, and grow your service-based business.
Marlon MisraOct 8, 2024How to Write a Client Contract (7 Steps + Examples)
Secured your first client? Whether you are a small business owner or an entrepreneur, here’s how you can easily write a contract step by step.
Marlon MisraSep 28, 2024How to create a HIPAA-compliant client portal
Learn how to create a HIPAA-compliant, secure, and user-friendly client portal in just five steps.
Marlon MisraAug 9, 2024101+ Types of Consulting Service Businesses (Real Examples)
Explore over 101 consulting services examples in our guide, ideal for entrepreneurs looking to start a service-based business that helps others.
Vivienne ChenJul 18, 2024How to start a drop servicing business (in 8 steps)
In this article, I'll show you how to start a drop servicing business in just eight steps. Sign clients, productize services, and build a brand.
Marlon MisraJul 15, 202413 unique consulting website examples to inspire yours
Learn what makes a great consulting website and discover over 13 different consulting websites and examples to gain inspiration for your own site.
Marlon MisraJul 2, 2024300+ design company names & ideas to help inspire yours
In the early stages of starting your design company and looking for a brand identity? Here are over 300 design company names to help inspire yours.
Marlon MisraJul 1, 2024300+ staffing agency names & ideas to help inspire yours
Looking for unique staffing agency names to help inspire yours? We put together over 300 names to help you spark some creativity for your brand.
Marlon MisraJun 26, 2024300+ bookkeeping business names to help inspire yours
Discover over 300 unique bookkeeping business names to brand your business. Dive into creative ideas and strategies to create a brand you'll love.
Marlon MisraJun 24, 20248 best document management system (DMS) software
Managing client documents securely is at the core of every business. Here are our favorite DMS software options designed for businesses of all sizes.
Marlon MisraJun 18, 2024Consulting business model: The ultimate guide for 2024
In this article, we'll explore the power of a consulting business model. If you have a knack for solving business problems, this is a fruitful model.
Marlon MisraJun 4, 2024How to onboard a new bookkeeping client: A full checklist
Onboarding is the first impression a client has working with you. Here is a bookkeeping client onboarding checklist that will impress your clients.
Marlon MisraMay 30, 202410 best Liscio alternatives for service businesses in 2025
Looking for a Liscio alternative to help you run your accounting business? Here are our top picks for business owners in 2025.
Marlon MisraMay 20, 202410 Unique Marketing Strategies for Accounting Firms
Unleash the power of marketing for accounting firms with 10 unique strategies in 2026. Drive growth, boost visibility, and engage your audience.
Vivienne ChenMay 7, 202410 best Indy alternatives to run your service business
Looking for the best Indy alternatives to help you manage your service business? From client onboarding to sending invoices, here are our top picks!
Marlon MisraApr 15, 20247 best consulting contract templates for any service
Discover the best consulting contract templates to help you look professional when signing new clients for your service business.
Marlon MisraMar 28, 202410 best AI consulting firms and companies in 2024
Looking for examples of the best AI consulting firms? Here are our top picks based on a range of different industries and services.
Marlon MisraMar 25, 202420+ best law firm websites and examples to learn from
Looking for some inspiration for your law firm website? We put together a list of examples you can learn from. Discover the best law firm websites!
Marlon MisraMar 1, 2024333+ unique business name ideas for startups of all kind
Discover over 333 unique business name ideas for startups in various industries. Craft a memorable brand identity with expert tips for success.
Marlon MisraJan 17, 2024How to start a virtual bookkeeping business (In 5 Steps)
You’ve decided to take the leap and start your own virtual bookkeeping business. That’s great, but where do you begin? Learn the basics here.
Marlon MisraDec 26, 2023Secure client file sharing portal with Assembly
Did you know file sharing with clients comes with potential risks? Learn how secure file sharing portals work and how to choose a secure service.
Marlon MisraOct 20, 2023How to send an email proposal to a new client (4 samples)
Master the art of sending compelling email proposals to clients. Uncover tips, examples, common mistakes, and how Assembly can simplify the process.
Marlon MisraOct 6, 202310 client acquisition strategies that work (with examples)
An expert shares proven-to-work client acquisition strategies and shows how you can implement them to grow your business.
Marlon MisraSep 1, 2023Recurring revenue business models: what you need to know
How to transition from a one-time sale model to a recurring revenue business model.
Marlon MisraAug 31, 2023How to collect online credit card payments
Payment processing can be intimidating for small business owners. Learn how to collect online credit card payments the right way.
Marlon MisraJul 24, 2023How Assembly helps you improve client retention
In this article, we'll show you how Assembly can improve client retention for your agency or firm.
Marlon MisraJun 21, 2023