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HOW TO STAND UP TO YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 27, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

As an entire global industry accountants pander to their clients when it comes to getting paid.

Why is this happening?

For an industry that spends their time discussing cashflow with clients and fixing their client’s financial issues, we don't practice what we preach.

We offer every type of payment plan or scheme possible, except the upfront payment. We hesitate to offer upfront payment, yet advise all our clients that this is the only way to increase or fix their cashflow problem.

We essentially act as a loan house to clients until they are ready to pay us. It's crap!

Amy Holdsworth will show you how change your mentality and switch your clients to upfront payments painlessly. Start getting paid on time!

Learning Objectives

  • Understand why we offer so many types of payment options

  • Changing your mentality about upfront payments

  • Approaching your clients, how to tell them you’re changing your ways

  • Be firm, get paid, enjoy your new cashflow

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amy Holdsworth

Practice Ignition
Ignitioneer Success Manager
amy@practiceignition.com
(415) 460-7722

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Amy comes with a wealth of knowledge in the Accounting Industry; practice management, business systems and software implementations. She knows PI inside out and loved it so much in her previous accounting firms, she joined our team. Jet setting, clean eating and exercise are some the fun stuff Amy likes and, she bakes a mean cake too, rocket style of course.

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.