The blueprint for smoother onboarding and more efficient delivery.
The most successful firms don't just win new clients. They create a seamless path from proposal acceptance to job delivery.
Join accounting leaders Paul Miller, Founder of Cornish Accounting, and Palak Tewary, Director at Price Mann, as they share practical approaches to creating smoother onboarding, stronger internal handoffs and more efficient delivery workflows.
In this session, you'll discover how leading firms are reducing administrative effort, improving visibility across teams and creating a more consistent client experience from sign-off through to delivery.
Whether you're looking to save time, improve operational efficiency or create a better experience for both clients and staff, you'll leave with practical ideas and proven strategies you can apply in your firm straight away.
What's covered:
Where client onboarding workflows break down and how admin friction leads to lost time and scope creep
How to create a seamless handoff between engagement, onboarding, and delivery
What automated workflows look like in modern accounting and bookkeeping firms
How Ignition and FYI work together to automatically create clients, deploy jobs, and reduce double-handling
See the integration in action during a live end-to-end demo and discover how firms are moving from signed proposal to structured workflow in seconds.
Ignition automates proposals, billing, payments and workflows in a single AI-powered platform, empowering service-based businesses to sell, bill and get paid faster.
FYI is an automated document & practice management purpose-built for accountants. It’s smart, simple, and intuitive, taking care of those repetitive, menial tasks, so you have more time for the things that really matter.
Speakers
Palak Tewary
TEP, MBA, FCCA, Director, Price Mann
Palak advises business owners and families on succession planning, inheritance tax, trusts, probate and business restructuring. Combining technical expertise with a people-first approach, she helps clients navigate complex financial and personal decisions with clarity, confidence and practical advice focused on long-term outcomes and legacy planning.
Paul Miller
FCA, Founder, Cornish Accounting
A Fellow Chartered Accountant and former KPMG adviser, Paul has nearly 40 years’ experience supporting family businesses across Cornwall and the South West. He helps owners improve profit, cashflow, and long-term planning with practical financial guidance, clear communication, and a straightforward approach to business growth and succession.
UK
