As April 2026 approaches, engagement letters can no longer be treated as one-off admin. Regulatory expectations are rising, clients expect greater transparency, and Making Tax Digital is shifting relationships to a year-round rhythm that demands clearer scope and documented responsibilities.
This is your reset moment. In this practical, compliance-focused session, Peter Morgan FCA, Key Account Manager at Ignition, will show you how to turn engagement renewals into a structured, scalable process that protects margins, strengthens compliance and runs efficiently inside Ignition.
What we'll be covering:
In this practical session, you’ll learn how to:
Treat engagement letters as a compliance safeguard
Define responsibilities clearly, align services to regulatory expectations and protect your firm from disputes.Run a structured year-end engagement reset
Update scope, terms and pricing in one clean, controlled renewal process.Implement fee increases with confidence
Link pricing to scope and eliminate friction during renewal conversations.Prevent scope creep before it starts
Use clear inclusions and exclusions to stop unpaid work slipping through.Make your engagements MTD-ready
Clarify quarterly responsibilities, digital record keeping obligations and information deadlines.Operationalise the entire process inside Ignition
Standardised templates, scalable renewal proposals, automated acceptance and upfront payment capture.
Speaker
Peter Morgan
Key Account Manager | Ignition
Peter has over 20 years of experience in practice in the UK. After selling his partnership interest and migrating to Australia, in 2008 he obtained his CAANZ accreditation to then work for 10 years in various senior roles within accounting firms. These roles enabled Peter gain heavy exposure to Xero Practice Manager (XPM).
Peter joined Ignition in 2019, with the goal to help other Accountants and Bookkeepers discover the huge benefits of using his favourite cloud app—Ignition.
He is an advocate of cloud accounting, and he is passionate about small business success and the adoption of new and emerging technologies.
UK
