FREE CPE WEBINARS
Our industry-wide #CallForChange movement is about reclaiming the profitability the accounting profession deserves. Stop bleeding cash, sacrificing revenue and fearing clients. Join us for our Great Debate webinar series for actionable ways to move your accounting firm forward.
Seasoned accounting and tax professionals debate and share their lessons and viewpoints – from rethinking tax season and pricing, to exploring sales techniques and effective client engagement strategies.
Year-end is the perfect time to re-evaluate your renewal process for a successful and profitable tax season. Uncover the most effective strategies to streamline the renewal process.
Join our leading accounting and tax experts Clint Bowers (Smart Business Concepts), Kristen Keats (Sherwood Accounting & Tax), Chris Williams (System Six) and Logan Graf (Graf Tax Co.) to learn where to draw the line with clients, plus:
Many accounting and tax professionals struggle to communicate their value when they’re selling their services.
Hear from leading accounting and tax experts Kristen Keats (Sherwood Tax and Accounting), Andy Smith (Numberwise), Anne Napolitano (Anne Napolitano Consulting and Accounting Services), and Luke Templin (a2 advisers) about their different selling techniques, plus:
This is the ultimate battle of the dollars! In this session expert panelists Jeremy Wells (JWellsCFO), Anne Napolitano (Anne Napolitano Consulting and Accounting Services), Michelle Vilms (Vilms Consulting), and Clayton Achen (Achen Henderson CPAs) dive into the pros and cons of each method to help inform your decision-making, plus:
According to Intuit’s Taxpayer Insights and Intelligence Brief 2022, 17% of client revenue is now from advisory. The accounting landscape is evolving and client expectations are shifting. The debate between tax-focused and full-service accounting practices has gained prominence, reshaping the way accountants approach tax seasons.
Experts Sean Duncan (SMD Consulting & Accounting), Dan Gertrudes – GrowthLab Financial Services), and Carla Caldwell (Candella Accounting & Advisory Services) discuss the benefits and challenges of not doing tax season, plus:
According to Intuit’s Taxpayer Insights and Intelligence Brief 2022, 17% of client revenue is now from advisory. The accounting landscape is evolving and client expectations are shifting. The debate between tax-focused and full-service accounting practices has gained prominence, reshaping the way accountants approach tax seasons.
This is the ultimate battle of the dollars! In this session expert panelists Jeremy Wells (JWellsCFO), Anne Napolitano (Anne Napolitano Consulting and Accounting Services), Michelle Vilms (Vilms Consulting), and Clayton Achen (Achen Henderson CPAs) dive into the pros and cons of each method to help inform your decision-making
Year-end is the perfect time to re-evaluate your renewal process for a successful and profitable tax season. Uncover the most effective strategies to streamline the renewal process.
*Source: Ignition State of Client Engagement Report
As an industry collective, we’re calling on US accounting and tax professionals to reclaim the profitability our profession deserves. Over 100 change-makers are taking a stand to end the cycle of sacrificing revenue, and fearing clients.
Here’s the hard truth. We’re letting our clients walk all over us.
It’s a vicious cycle. The more we put up with it, the more we encourage the behavior we dread.
So, we quietly bleed cash, sacrifice revenue, eat into profits – and work longer hours amidst a staff shortage, with less time to build a better firm.
Our clients aren’t at fault. It’s our fear of taking action that holds us back. We worry clients won’t accept our pricing and payment terms, and are afraid to bring this up because we don't want to lose them.
Each year, we lose $76,636 on average in revenue due to unrecovered out-of-scope work*.
A staggering 94% of us put up with chasing clients for late payments.
43% absorb the time and cost when the scope of client work increases.
When 89% of firms say they’ve delayed or avoided awkward conversations with clients, you know it’s time for action.
This issue goes far beyond the bottom line. It directly compromises our client experience – the very basis we rely on for growth.
Legacy billing methods, manual ways of working, poor scope management, late payments – it’s time we got rid of the deadweights dragging us and our client relationships down. The last thing clients want is the hassle of manual payments, or guessing how much we’ll charge.
The future we’re talking about is one where we can….
Run a zero accounts receivable firm where we’re guaranteed to get paid – without the heavy lift.
Charge for all of our work, with pricing that reflects our true value.
Work smarter and use technology to boost efficiency, and improve client relationships.
It’s all of us, enjoying the rewards of growth: healthy cash flow, increased revenue, and more time to invest in the future of our firms.
We can be free of fearing our clients.
This is not just a fantasy. And we have the data to prove it, with 91% of payments collected automatically in Ignition.
Our movement begins here and now.
There are actionable ways you can run a more scalable and profitable firm today.
Learn from powerhouses like Gary Vaynerchuk, along with accounting change-makers, in an upcoming webinar: Stop underselling: Learn from “GaryVee” and experts on how to grow your firm with technology.
We’re committed to driving our businesses forward and we need you on board. Why?
Because resisting change jeopardizes the future of our profession.
| Anne Napolitano Founder of Anne Napolitano Consulting | Kelly Gonsalves Founder of Totally Booked |
| Ben Stein Co-Founder and CEO at Keeper | Laurie O'Neil Owner of Innovative Financial Services |
| Candy Bellau MBA, CFE, Owner of Kramerica Business Solutions | Logan Graf CPA, Chief Tax Officer at The Graf Tax Co. |
| Carla Caldwell Founder of Caldwell Consulting & Training | Lorilyn Wilson CPA, Owner of Lake Oswego Tax |
| Carla Demers MSAT, Demers Accounting Services | Marcus Dillon CPA, President of Dillon Business Advisors |
| Chris Williams CEO of System Six | Marie Greene CPA, Founder & CEO of Connected Accounting |
| Clayton Achen CPA, CA, TEP, Partner at Achen Henderson Chartered Public Accountants | Mariette Martinez EA, Founder of Master Your Books |
| Dan Gertrudes CEO & Founder of GrowthLab Financial Services | Michelle Long CPA, Owner of Long for Success |
| Dawn Brolin CPA, CFE, CEO of Powerful Accounting | Michelle Vilms Founder of Vilms Consulting |
| Enae Jackson-Atkins Founder of Esquire Accounting | Michelle Weinstein Founder of The Abundant Accountant |
| Eric Green Esq Founder Tax Rep Network | Patrick Cameron Accounting Technology Expert |
| Erin Reece CEO of Bear Financial Solutions | Ryan Lazanis CPA, Founder of Future Firm |
| Gaynor Meike Chief Opportunity Officer of Charisma Ink | Samantha Hallburn Founder of PBS Accounting and Tax Solutions |
| Guy Pearson CA, CEO & Co-Founder of Ignition | Sandy Johns CPA, Founder of Revolution Financial |
| Jennie Moore Founder of Moore Details Inc. | Sarah Prevost Founder of Mintage Labs™, Co-founder of Create Collaborate (CoLab), The Proper Trust, Accountants Law Lab |
| Jeremy Wells EA, CPA, Founder of JWellsCFO | Sean Duncan CPA, President & Founder of SMD Consulting & Accounting |
| Jose Zavala Founder of ZTX Advisors | Tiffany Davis P.A., MSM, President of Washington Accounting Services |
| Josh Lance CPA, Founder of Lance CPA Group | Tim Miron CPA, CA, Founder of Pursuit CPA |
| Kathy Grosskurth Founder of Bookkeeping Plain and Simple | Veronica Wasek Founder of VM Wasek |
| Yoseph West Relay | Mike Miller Miller & Associates CPAs |
| Liz Shearer Ruth & Shearer CPAs, LLC | Regina Nock Capocore Professional Advisors |
| Lassina Konate Lasko Accounting | Andrea MacDonald Steadfast Bookkeeping Co |
| Dean Vance Vance & Associates | Rex Biggs Rektio Accounting |
| Vimal Bava CPA.com | Sharky Zayid Tax Shark CPAs PLLC |
| Darryl Wong Daisy Accountants | Chloe Loving Golden Phoenix Financial |
| Jennifer Lorenzen LT CPAs & Company, Inc | Rashesh Joshi Alexander Rosse |
| Jennifer Drout Aloha Accounting & Tax | Martin Lepper Lepper & Company, |
| Jackie Compton Balanced Equation | Amy Holdsworth Clarity Street |
| Nick Moustacas Strategic Wealth Management | Marika Lynch Valorium Advisors |
| Denise Hanlon Hanlon CPA | Orumé Hays Hays CPA |
| Nicole Ossenfort CPA, Bookkeepers Ignite | Sabrina Cook Sabrina P. Cook, CPA PLLC |
| Michael Jackson A Little Faith Accounting & Tax Services | Priyanka Dhall PEL Chartered Professional Accountants |
| Chris Vanover AuditClub | Melanie Power The Evolutionary Firm |
| Enver Kannur AccountingDirectPlus | Iqbal Mian Nexis CPA |
| Raffi Yousefian The Fork CPAs | Jane Becker Jane Becker, CPA, LLC |
| Gina Tallman Stranger, Tallman & Lautz Accounting | Lynda Artesani Lynda Artesani |
| Willie Dover W.E.D. Tax & Accounting Services, Inc. | Shantell Wilkins "TheTaxQueen" RBA Tax & Financial Services |
| Jerry Baffour Badu Tax Services | Chris Peristeridis United Tax & Accounting |
| Joe Montgomery 3 Cohesion Advisors | Arun Mehra Samera Business Advisors |
| Andy Smith Numberwise | Tyler Codd Sturgill & Associates |
| Geoffrey Stewart Aprio, | Mary Barud Karen L. Vidt CPA |
| Kim Boydoh Capstone Financial Consultants | Michelle Mcvetty Cohos Advisors |
| Peter Cullen CORE PERFORMANCE CNSLT | Keith Gormezano Dr. Quick Books, Inc. |
| Craig Hausz CMH Advisors | Lori Hauck Run Your Wealth |
| Kyana Martin Billings & Martin, LLP | Kevin Bray Dental Accounting Pros |
| Mara Alexander Alexander Accounting and Registration, Inc | Kathy Hayden Hayden's Tax Service |
| Michael Jeffriess Naked Accounting | Munir Nakhleh MwN |
| Susan Bryant Unboxed Advisors | Sharon Perry Sharon Perry, CPA, CA |
| Ben Walker Inspire CA | Eddie Garcia E&Q TAX |
| Kyle Dover 2260 West | Lina Douglas LEA Douglas Consulting Ltd |
*Source: Ignition State of Client Engagement Report
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As accounting and tax professionals we’re letting our clients walk all over us. But our clients aren’t at fault. It’s our fear of taking action that holds us back. We worry clients won’t accept our pricing and payment terms, and are afraid to bring this up because we don't want to lose them. But it doesn’t have to be this way. Our movement begins here and now.
Join the conversation.
Get the latest resources on how to run a more scalable and profitable firm today.
Learn practical tips and techniques for improving cash flow, reducing the risk of delinquent accounts and ultimately increasing your profitability.
Navigate your price increase with this practical guide. Includes email templates to help communicate your changes effectively.
Turn scope creep from a burden to a benefit. Get actionable tips to stop losing revenue and giving your hard work away for free.
Discover actionable ways you can finally stop late payments, eliminate AR, and improve your cash flow.
Get five practical tips for automating payments and billing in an efficient, secure and cost-effective manner.
See why thousands of accounting professionals use Ignition to grow their business with a 14 day free trial. No credit card needed.
CPE issuance is provided by CPAacademy.org. 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.
Unfortunately, Ignition doesn't support payments in South Africa, but it's something we're working on in the future.
You'll still be able to engage clients seamlessly with online proposals and automated engagement letters, and run your business on autopilot by connecting apps to Ignition.
