Bringing pipeline visibility to life at George Leppert’s firm with Ignition Deals
Before Ignition Deals, George’s firm managed new opportunities using a variety of familiar tools: emails, spreadsheets, and team memory. It was a system that had supported them well through years of growth, but as the firm evolved, so did the need for greater visibility and structure. With Deals, they’ve centralized their pipeline, gained clearer insight into potential revenue, and freed up time to focus on delivering value to clients.
“Before, we didn’t even have a sales pipeline. Deals gives us that visibility for the first time.”
— George Leppert, Leppert CPA Group
Leppert CPA Group helps business owners and high-net-worth individuals take control of their finances through hands-on accounting, tax, and advisory services. Known for their personal approach and deep client relationships, the firm was growing fast—but still relying on spreadsheets and memory to manage new business.
The challenge: A manual system that needed an update
Before implementing Ignition Deals, George’s firm relied on a mix of trusted methods to track new opportunities: spreadsheets, emails, and strong team knowledge. It was a system that had supported their growth for years, especially as most new business came through referrals or additional services for existing clients.
Still, the process lacked structure and full visibility across the firm, and it required more work from his busy staff. Leads were tracked informally, and there wasn’t always a clear handoff from interest to signed agreement.
While the approach worked, it left room for missed opportunities and inconsistent follow-up. The team saw a chance to introduce more clarity, prioritisation, and visibility, without disrupting what was already working well.
The solution: A shared, structured pipeline
Ignition Deals gave George and his team exactly what they needed: a single source of truth for every opportunity to make their lives easier.
If the contact already exists in their practice management tool, they pull it straight into Ignition. If not, a new record is created. From there, the team links a proposal directly to the deal and sends it to the client. Once signed, the deal is automatically marked as won and moves into onboarding.
“If it’s in Deals, I know exactly where it stands and what needs to happen next.”
The stages view — with 4–5 defined steps from prospect to signed — has given the team instant visibility of where every deal stands. Estimated deal values give a quick sense of the revenue potential in the pipeline, while deal prioritization helps them focus on the opportunities that matter most.
The impact: Clarity, confidence, and 13% growth
Ignition Deals has transformed a heavily manual process into a single, structured system. Now, the entire team can see the status of every deal, know which ones need urgent attention, and anticipate potential revenue based on what’s in the pipeline.
With centralized information and a consistent process, George’s firm has improved follow-up, reduced the risk of missed opportunities, and gained a level of business visibility they simply didn’t have before.
“The stages view and deal values are where we get the most value right now. It gives us that visibility for the first time.”
For George and his team, Deals hasn’t just added scalability and structure — it’s created clarity, alignment, and confidence in growing their client base. That focus has translated into meaningful results, driving 13% year-on-year growth while also improving margins.