Tax planning is one of the biggest revenue opportunities of the year — but only if your services are priced, packaged, and delivered efficiently.
In this practical session, you’ll learn how to use Ignition to scope, price, and engage clients for tax planning with confidence. We’ll show you how to streamline proposals, automate approvals, and collect payments upfront — all in one platform.
In this session, you’ll learn:
How to package and price tax planning services to boost profitability
Best practices for scoping and setting clear expectations with clients
How Ignition can automate your engagement process from proposal to payment
Don’t miss out on this opportunity to get ahead of EOFY and strengthen your firm’s approach to tax planning.
Speaker
Ethan Cooney
Sales & Partnerships Manager, APAC & EMEA | Ignition
Winner of 2021 Accountants Daily 30 under 30 'Tech Innovator' award, Ethan manages strategic partnerships for Practice Ignition throughout Asia-Pacific.
He brings 8+ years of experience working within the Xero ecosystem to help accounting firms implement technology to run more efficiently, be more profitable and deliver a premium client experience.
I'm passionate about people, and a total advocate for technology. I love helping businesses create efficiencies and work more productively. On the weekends, you'll find me catching a wave, climbing a mountain or enjoying a cold drip coffee at my local cafe.
AU
