Do you want to streamline onboarding, automate engagements, and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition.

 Create and send your proposal and engagement letter within minutes from Ignition. Once your client accepts, Ignition automatically creates invoices and marks as paid in QuickBooks when payments are processed.

 In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He will also give tips and share his experience for managing his own firm. You will also have an opportunity to ask questions in an open Q&A.

   Learning objectives:

By completing this webinar, you will be able to advise your clients on topics such as:

• How to create and send a proposal in 5 minutes that gets signed electronically and gets you paid automatically
• How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options
• Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver
• Designing a compliant engagement letter 
• Identify ways to speed up your engagement process with Practice Ignition
• Which one or all?
• Packaging and bundling your services
• Consultative selling
• Process and Workflow Efficiency

 
Who should attend?

Anyone who prepares tax returns and advises clients.

 Course Level: Basic 
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet
Field of Study: Business Management & Organization - Non-Technical
Recommended CPE:  1
Recommended CE: 0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Josh Lance
Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition
Joshua Lance CPA, LLC

CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice. 

 

  

 

 

 

Ryan Embree
Partnerships
Practice ignition