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.
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.
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.