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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 DateNovember 25, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you still sending out Word document engagement letters? Are you chasing your clients for late payments?

Join this session to learn how you can save you two hours per client per month and eliminate your debtors using Practice Ignition. With Practice Ignition you can easily send digital proposals to your clients and set up automatic recurring payments.

In this one hour session, we’ll discuss the “old way” of onboarding clients vs. the “the new” way using Practice Ignition and connected applications. You’ll find out why Smart accounting and bookkeeping firms use Practice Ignition to sign more clients, improve cash flow, streamline client onboarding and forecast their company's success.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ryan Embree

Practice Ignition
General Manager
ryan@practiceignition.com
(734) 474 - 7507

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Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.

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Jose Zavala

ZTX Advisors
Founder & Principal
jzavala@ztxadvisors.com
8326216103

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Jose Zavala is the managing member of ZTX Advisors with 8 years of experience working in public accounting,  Jose spent his career working with small CPA firms which gave him the opportunity to learn and gain exposure to various small and medium size businesses.  He was able to work fully with these businesses and learn the ins and outs of how to run small and medium-sized businesses.  He has experience working with companies as an advisor as well as income tax preparation and planning.  

Jose was born in Pasadena, TX and moved to Alvin, TX at a young age.  He graduated from Alvin High School and went to the University of Houston Clear Lake where he graduated with a degree in Accounting.  Jose is an avid sports fan and loves all the Houston teams regardless of their win/loss record.

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.