Are you looking for an easy, effective and compliant way to make sure your client engagements are sorted this EOFY? Do you want to ensure you get paid for all the work you do?
Then this bootcamp is for you!
This two-part bootcamp will deliver step-by-step guidance on how to achieve a robust client engagement process. Giving you back time spent on repetitive admin, reducing your level of out-of-scope work, and most importantly, helping you get paid—on time, every time!
Expect to receive resources from our industry experts, including EOFY checklists, downloadable worksheets and more. Join Ignition expert guests, as they dive head first into getting you and your practice ready for this EOFY and beyond.
Session 1:
Bookkeepers guide to client engagements
Session 2:
Eliminating scope creep this EOFY
Webinars in the series
Bookkeepers guide to client engagements
During this session, Michelle Timperley—fellow Bookkeeper and Senior Key Accounts Manager at Ignition—will share step-by-step guidance and best practice tips to help you confidently engage your clients and grow your practice this EOFY and beyond.
Session’s key learnings:
- How to identify areas of improvement in your engagement letter process
- How to set goals and create a plan of action to ensure that your client engagements are successful
- Your step-by-step implementation guide for a smooth EOFY
Eliminating scope creep this EOFY
During this session, our expert guest Peter Thorp—Director at ABN—and Michelle Timperley—Senior Key Accounts Manager at Ignition—will share how a robust client engagements strategy can help your practice eliminate scope creep and get paid for all your hard work.
Session’s key how to learnings:
- Eliminate the risk of scope creep and ensure you get paid for all client work
- Communicate value to potential clients
- Ensure you comply with your obligations when engaging clients
