EOFY might still be 3 months away, but there’s a few small steps you can take now that will save you valuable time when you need it most.
In this webinar, we’ll help you prepare confidently for EOFY, showing you how to:
- Get templates ready for engaging your clients effectively
- Tag clients for quick filtering and bulk proposal creation
- Prepare your account for effortless proposal renewal for the new year
Don’t miss this session to set yourself up for your most efficient EOFY ever.
Speaker
Angie Poole
Key Account Manager | Ignition
Angie Poole is an Account Manager at Ignition. She has been working in the accounting & bookeeping industry for over 12 years specialising in implementations & integrations of cloud apps in the Xero Ecosystem.
Angie’s tech experience lends herself to supporting and educating accountants, bookkeepers and their clients on how to streamline their processes and automate their systems.
Host
Michelle Timperley
Senior Key Account Manager | Ignition
Michelle is a former bookkeeper and business owner with over 13 years of experience running a bookkeeping practice. She knows first-hand the value of implementing the right apps to help automate workflow and efficiencies as the best way to scale a business. Now a full-time account manager at Ignition, Michelle continues to build close relationships with accountants and bookkeepers by sharing her knowledge and experience. She is passionate about helping them achieve their goals and implement efficiencies in their own business.
AU
