Blog/Tag
Tools & Tips
16 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.
Bonsai 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.
7 best contractor billing software picked for 2025
Looking for the best contractor billing software to help you create, send, and manage your invoices and financial needs? Here are our seven favorites!
5 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.
5 must-have software for accounting and CPA firms in 2026
Successful accounting and CPA firms use the right tools. Discover the top five best software for accounting firms currently on the market.
10 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.
How to get bookkeeping clients: 12 effective ways in 2025
Discover practical strategies on how to get clients for bookkeeping, establish your niche, set your prices, and grow your accounting business.
22 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.
5 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.
How 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.
How to Start a Marketing Agency (The Right Way) in 2026
Explore the essentials of how to start a marketing agency in 2026. Learn profitability secrets, scaling strategies, and why top agencies choose Assembly.
6 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.
10 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.
Productized Services: Why It Works & How to Build Them
Learn about productized services and why it's a popular business model for freelancers & agencies. Get inspired by Assembly's productized service example.
How 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.
10 best AI accounting software to scale your firm
Looking for the best AI accounting software to help you automate and scale your firm without hiring more people? Here are our favorite tools!
10 best accounting firm practice management software
Running an accounting business and looking for the best accounting firm practice management software? Here are our favorites!
How to create a HIPAA-compliant client portal
Learn how to create a HIPAA-compliant, secure, and user-friendly client portal in just five steps.
How to start a consulting business in just 7 steps
Ever wondered how to start a consulting business? In this article, I'll go over my personal experience starting one and give you some tips.
How to collect payments from customers and clients
Learn 5 expert tips on how to collect payments online. Ideal for freelancers, small business owners, and anyone seeking to get paid on time.
101+ 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.
How to start freelance marketing (7 steps to success)
Looking to learn how to start freelance marketing? In this article, I'll go over everything I did to start and my freelance marketing business.
How 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.
13 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.
300+ 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.
Top 4 consulting pricing models that (actually) work
Being a consultant can be a fruitful endeavor. But, you must understand all the consulting pricing models to charge what you're worth.
300+ 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.
300+ 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.
8 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.
Client billing: A full guide to getting paid for your work
Nothing beats the feeling of getting your first invoice paid. In this article, I'll walk you through everything you need to know about client billing.
Consulting 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.
How 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.
8 B2B lead generation examples you should learn from
Getting new clients is hard. Discover over eight powerful B2B lead generation examples that you can use to win more clients in 2024.
How to retain clients for your agency (6 strategies)
During the past couple of years, I've had (almost) perfect client retention. Here is my guide on how to retain clients for the long term.
10 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.
10 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.
How to start a staffing agency in 7 steps (with examples)
Explore our comprehensive guide on how to start a staffing agency. Learn about examples, niche selection, financing, and effective marketing strategies.
10 tools you need in your marketing agency tech stack
Looking to build out your marketing agency tech stack? Here are my 10 favorite tools I use ever single week to run my content marketing agency.
10 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!
7 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.
7 best freelance contract templates for any service
Ready to sign your first client? Here are seven different freelance contract templates you can use to make sure you don't run into any issues.
10 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.
10 best marketing agency software built for growth
Looking for the best marketing agency software to help you get more clients, run your business, and deliver your services? Here are our top picks!
How to use AI in accounting to run your firm efficiently
The future of accounting is bright. In this article, I'll go over what the AI accounting firms of tomorrow will look like and how to prepare your firm.
20+ 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!
333+ 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.
How to start a social media marketing agency in 2025
In this article, I'll show you how to start a social media marketing agency in 2025. You'll learn everything from finding clients to getting paid.
How 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.
How to get web design clients for your service business
Discover proven strategies on how to get web design clients. Boost your business with our expert tips on portfolio creation, outreach, and more!
New client onboarding questionnaire template (13 questions)
Here's a simple client onboarding questionnaire template you can use to set new clients up for success.
Secure 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.
4 steps to automate your client intake forms
Learn how to streamline your firm's workflow with our guide on creating an automated intake form using Assembly's form builder.
How 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.
10 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.
Recurring revenue business models: what you need to know
How to transition from a one-time sale model to a recurring revenue business model.
What is a client portal and what features to look for?
Client portal software helps professional service firms manage their clients and grow their business. Learn how client portals work and how to set one up.
What is client retention? 6 strategies you can learn from
Client retention is arguably the most important thing in business, but few businesses know how to keep their most loyal customers. Here are some tips.
How 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.
How Assembly helps you improve client retention
In this article, we'll show you how Assembly can improve client retention for your agency or firm.
5 Ways to Automate Client Portals With Assembly and Zapier
Unlock the power of automation for your service business with Assembly and Zapier. Learn 5 ways to streamline operations and enhance your client services.