Streamline Your Accounting Firm with Ignition: A Demo by Marcus Dillon
Автор: Ignition
Загружено: 2024-02-21
Просмотров: 2022
Описание:
Join Marcus Dillon from Dillon Business Advisors as he demonstrates the power of Ignition in revolutionizing client engagement and payment processes specifically around CAS for accounting firms.
This step-by-step guide covers everything from logging in and creating proposals to setting up recurring payments and engagement letters. Learn how Ignition can help transition your firm to a monthly recurring revenue model, enhance client relationships, and simplify your payment processes.
Whether you're looking to improve efficiency, grow your client base, or streamline your services, this video is your ultimate resource for making the most of Ignition in your accounting practice.
Chapters:
[0:00] - Introduction to Ignition by Marcus Dillon
[0:31] - Starting a New Proposal: A Step-by-Step Guide
[1:07] - Key Proposal Features: Engagement Letters and Recurring Payments
[3:00] - Adding Services and Implementation Fees
[5:55] - Finalizing the Proposal: Engagement, Communication, and Onboarding
Explore how Ignition can drive your business forward. https://www.ignitionapp.com/watch-an-...
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