Webinars  /  Client engagement
Will Dutton
Will Dutton
Managing Director & Partnerships Manager (EMEA) | Ignition
Alex Falcon Huerta
Alex Falcon Huerta
Founder | Soaring Falcon Accountancy
ON-DEMAND
60 mins 13 Jun 2023

The Art of Client Communication: Transforming Awkward Conversations into Opportunities

Would you like to learn how to effectively communicate in situations like dealing with overdue payments, talking about price increase, or...

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Rebecca Mihalic
Rebecca Mihalic
Head of Accounting (APAC) at Ignition and Director | businessDEPOT
Brendan Allen
Brendan Allen
Manager, Key Accounts Team | Ignition
ON-DEMAND
43 mins 11 May 2023

FBT & trust distribution engagements

Are you currently engaging your business clients for FBT returns or trust distribution planning? If you are not - you should be! During...

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Rebecca Mihalic
Rebecca Mihalic
Head of Accounting (APAC) at Ignition and Director | businessDEPOT
Ethan Cooney
Ethan Cooney
Sales & Partnerships Manager, APAC & EMEA | Ignition
ON-DEMAND
48 mins 5 Apr 2023

Your guide to client engagements this EoFY

Are you looking for strategies to streamline your client engagements this EoFY? Many public practitioners are taking the opportunity this...

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George Wells
George Wells
Account Manager | Ignition
Jacques Malan
Jacques Malan
Managing Director | Xama
Tom Olley
Tom Olley
Practice Development Manager | Tish Press & Company KGE Ltd
ON-DEMAND
64 mins 28 Mar 2023

From Challenge to Success: Implementing Ignition & Xama AML checks for Seamless Client Onboarding

Client onboarding is a critical process for any accounting and bookkeeping firm, but it can be a daunting task if not managed...

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Rebecca Mihalic
Rebecca Mihalic
Head of Accounting (APAC) at Ignition and Director | businessDEPOT
Ethan Cooney
Ethan Cooney
Sales & Partnerships Manager, APAC & EMEA | Ignition
ON-DEMAND
43 mins 7 Mar 2023

Your guide to client engagements in 2023

Have you thought about your client engagements for 2023? Many public practitioners are taking the opportunity to review scope and...

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Carla Caldwell
Carla Caldwell
Founder | Caldwell Consulting & Training
Logan Graf
Logan Graf
Owner | The Graf Tax Co.
Enae Jackson-Atkins
Enae Jackson-Atkins
Owner | Esquire Accounting
Jeremy Wells
Jeremy Wells
COO and Head of Tax | Steadfast Bookkeeping
Ryan Embree
Ryan Embree
Director of Partnerships | Ignition
ON-DEMAND
60 mins 23 Feb 2023

How to boost client communication with video in your firm

In today's digital age, video has become a crucial tool for businesses to communicate their value and reach their target audience. Join...

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Katie McCool
Katie McCool
Managing Director at Beam Bookkeeping
Brendan Allen
Brendan Allen
Manager, Key Accounts Team | Ignition
ON-DEMAND
40 mins 16 Nov 2022

ABN session | The bookkeepers' guide to client engagements

With unrecovered out of scope work costing bookkeeping and accounting professionals over $100k per year on average, Australian firms are...

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Jeannie Savage
Jeannie Savage
The Strategic Bookkeeper
ON-DEMAND SERIES
3 sessions 31 May – 14 Jun 2023

Steps to sustainably find, onboard & retain clients

Present Jeannie Savage—CEO of The Strategic Bookkeeper and 22’ Women in Finance 'Bookkeeper of the year'—for a masterclass series...

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