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Self-Study CPE
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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Automate Client Onboarding and Payments with Practice Ignition

AUTOMATE CLIENT ONBOARDING AND PAYMENTS WITH PRACTICE IGNITION

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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.

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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.

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Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.