With unrecovered out of scope work costing bookkeeping and accounting professionals over $100k per year on average, Australian firms are leaving money on the table.
Join Brendan Allen—Account Manager at Ignition—and Katie McCool—Managing Director at Beam Bookkeeping—as they discuss the practical tips and strategies you can implement to establish a robust engagement process to protect your firm.
Watch this on-demand session to learn:
- How to communicate value to potential clients through your engagements process.
- How to eliminate the risk of scope creep and ensure you get paid for all client work.
- How to ensure you comply with your obligations when engaging clients.
Speaker
Katie McCool
Managing Director at Beam Bookkeeping
Host
Brendan Allen
Manager, Key Accounts Team | Ignition
Brendan is senior account manager at Ignition. He has worked with client portfolios in account management roles for 14 years and has developed strategies to help deliver the best value to his customers. He enjoys building rapport through delivering best practice techniques to help scale businesses that he works with. In recent years, Brendan has sharpened his skills in the accounting and professional services ecosystem with a particular focus on improving business to client relationships. He now heads up a team of seven account managers whose primary focus is partnering with professionals globally to help build successful client management processes.
AU
