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Free cpe webinars
Accounting Workflow Workshop: From Proposal to Paid in 7 Steps (And 7 Days)

ACCOUNTING WORKFLOW WORKSHOP: FROM PROPOSAL TO PAID IN 7 STEPS (AND 7 DAYS)

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 9, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Proposals and engagement letters are critical in an accounting firm, however, they are typically very manual, error-prone and time-consuming. Billing and collections are exactly the same - manual, error-prone and time-consuming. This webinar is a practical workshop to help you process map these back-office functions to identify where you can enhance efficiency and productivity. You’ll learn how to streamline your proposals and client intake, get engagement letters signed quickly, and take charge of your billings and collections.

Learning objectives:


  • How to identify inefficiencies in your back office process-

  • Key technology to save you time so you can focus on your clients

  • How to deliver a great client experience and win more clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Joshua Lance

Practice Ignition
Head of Accounting at Practice Ignition
josh@lancecpa.com
(630) 537-0218

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Joshua Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.

About Our Presenter

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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.