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Free cpe webinars
Automate Client Onboarding and Payments with Practice Ignition

AUTOMATE CLIENT ONBOARDING AND PAYMENTS WITH PRACTICE IGNITION

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 21, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Systemizing your client onboarding process is crucial in streamlining your firm's internal workflows while ensuring the efforts you put forth are paid. Effective communication using technology is key in optimizing the client experience and reducing roadblocks that may cause frustration and churn. 

Along with Jennie Moore (Moore Details Inc.), we’ll unpack:


  • How to uncover what your client is clearly valuing to confidently present your service package.

  • Effective means to communicate with your client during the prospecting period .


*As a bonus we'll provide you with an engagement letter to quickly engage with your new clients.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning and helping people accept change.

About Our Presenter

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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.