This session is brought to you by Ignition and FYI
What happens in your firm after the client signs? For many firms, the problems don’t start before the client signs, they start after.
Handoffs are inconsistent. Information gets lost. Teams are left piecing together what was agreed instead of executing with confidence.
In this session, you’ll hear from Amy Holdsworth (Clarity Street), a workflow and operations specialist who works with firms to design scalable client delivery processes, and Aly Garrett (All In Advisory), who will share real-world insights from running a modern, high-performing firm.
Together, they’ll unpack where client workflows break down after sign-off, and what actually works to fix it.
What's covered
Where client workflows break down after signing, and the real cost to your firm
How to create a clear handoff from engagement to delivery
What best-practice workflows actually look like in real firms
How leading firms connect what’s agreed with what gets delivered with Ignition and FYI
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
Amy Holdsworth
Ignitioneer Success Manager
Aly Garrett
Founder and Principal @ All In Advisory
AU
