Guides 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.
Guides 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!
Guides 10 best consulting software for business owners in 2024 Explore the best consulting software of 2024, designed to streamline business processes and boost client relationships.
Guides How to write a consulting proposal (template) Master the art of how to write a consulting proposal. Learn key elements, formatting tips, and tools for creating proposals that win clients!
Guides 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.
Guides 10 best productized service platforms and software (Ranked) Discover the best productized service platforms and software to help you turn your service-based business into a scalable product business.
Guides 10 best freelance jobs in high demand that pay well (2024) Freelancing is on the rise. Here are 10 best freelance jobs you can start a career in and places you can sign your first client.
Guides 300+ unique consulting business names to inspire yours Looking for the perfect name for your consulting business? Here are over 300 consulting business names, examples, and ideas to spark your creativity.
Guides How to start an accounting firm in 2024 (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.
Guides Secure client file sharing portal with Copilot 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.
Guides 10 best Karbon alternatives you need to check out in 2024 Looking for a new client portal to run your accounting firm. Here are 10 Karbon alternatives to help you run, manage, and grow your service business.
Guides 10 best Plutio alternatives to run your service business Looking for the best Plutio alternatives? Discover our top 10 picks to start, run, and grow your service-based business.
Guides 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 Copilot's form builder.
Guides Automated invoice processing: How to automate your invoices Explore the transformative power of automated invoice processing. Learn how it boosts efficiency, cuts costs, and streamlines finance operations.
Guides 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 Copilot can simplify the process.
Guides Client communication best practices that help your business Learn how to improve your business with client communication best practices. Master genuine interactions and enhance every client experience.
Guides 7 Best Invoice Apps for Contractors and Consultants in 2024 Discover the best invoice app for contractors and consultants who are looking to take payments from their clients in 2023.
Guides Recurring Revenue Business Models: What You Need to Know How to transition from a one-time sale model to a recurring revenue business model.
Guides 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.
Guides Best Legal Document Management System in 2023 Explore the best legal document management systems of 2023. Transform your law firm's operations with software designed to help you scale.
Guides 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.
Guides 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.
Guides Client Collaboration Portals: Key Benefits and Examples In this article, we'll discuss the benefits of a client collaboration portal for productized services businesses.
Guides 5 Powerful Ways Your Accounting Firm Can Use Automation Discover five transformative ways to leverage accounting firm automation with Copilot. Boost your productivity, accuracy, and client satisfaction.
How Copilot Helps You Improve Client Retention In this article, we'll show you how Copilot can improve client retention for your agency or firm.
