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Free cpe webinars
Accounting Workflow Workshop: From Proposal to Paid in 7 Steps (And 7 Days)

ACCOUNTING WORKFLOW WORKSHOP: FROM PROPOSAL TO PAID IN 7 STEPS (AND 7 DAYS)

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 9, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Proposals and engagement letters are critical in an accounting firm, however, they are typically very manual, error-prone and time-consuming. Billing and collections are exactly the same - manual, error-prone and time-consuming. This webinar is a practical workshop to help you process map these back-office functions to identify where you can enhance efficiency and productivity. You’ll learn how to streamline your proposals and client intake, get engagement letters signed quickly, and take charge of your billings and collections.

Learning objectives:


  • How to identify inefficiencies in your back office process-

  • Key technology to save you time so you can focus on your clients

  • How to deliver a great client experience and win more clients

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joshua Lance

Ignition
Head of Accounting at Practice Ignition
[email protected]
(630) 537-0218

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About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.