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
Amy started Clarity Street in 2015, with the conviction that by using the right software, simplifying processes and engaging teams, practices could really soar.
Over the past 10 years, Amy has gained vast experience within the accounting industry, sharpening her expertise as Practice Manager at multiple firms.
She was also part of the first wave of implementation partners for Xero (following the purchase of WorkflowMax), and went on to implement practice management software for accountants in a number of roles including Head of Customer Success at Ignition.
Prior to joining the accounting fold, Amy spent 10 years in business development and management roles within the hospitality and finance sectors, both in Australia and abroad.
Aly Garrett
Founder and Principal | All In Advisory
Stef Johnson
Head of Sales ANZ, FYI
Stef is the Head of Sales ANZ at FYI, working closely with accounting firms to transform how they manage documents, workflows, and their wider practice. She brings deep experience in helping firms adopt automation and connected systems to improve efficiency and support sustainable growth.
Host
David New, better known as Dave, is a highly experienced professional with more than 25 years of experience in the accounting technology industry. Having held senior leadership positions at Xero, Receipt Bank (now Dext) and Spotlight Reporting, no-one knows the accounting tech space quite like Dave. He is currently the Managing Director for APAC at Ignition, which is the world's first client engagement and commerce platform. Despite being labeled an "industry veteran", Dave is constantly on the lookout for ways to improve business processes.
Born and raised in Bondi, Australia, Dave has a deep connection to the beach and the outdoors. He is a passionate sports fan, and when he's not working, he can often be found skiing down the slopes or kicking a ball around with his two boys.
Dave's primary focus is helping professional services firms and small businesses to operate more efficiently. He believes that life is too short not to make the most of every moment, and he is committed to helping his clients maximize their potential. With his extensive industry knowledge and experience, Dave is a valuable asset to Ignition and its clients.
AU
