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How to Take Your Engagements out of Word

HOW TO TAKE YOUR ENGAGEMENTS OUT OF WORD

This webinar was previously titled "THERE IS NO OFF-SEASON: HOW TO TAKE YOUR ENGAGEMENTS OUT OF WORD".
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 9, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Managing scope is an important part of being an accounting professional during and after tax season. To do this duty successfully, you need an understanding of how to create an engagement. A proper engagement letter will help ensure your firm is compensated adequately for the services rendered as well as help to limit liability. During our webinar, we’ll uncover the risks of using Word for engagements and share tips on what to include in your engagements and how to digitize them using Practice Ignition.

Learning Objectives:


  • Determine the risks of using Word for your engagements

  • Design a proper engagement letter

  • Identify ways to speed up your engagement process with Practice Ignition

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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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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.