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Free cpe webinars
Creating Proposals That Sell (And Eliminate A/R)

CREATING PROPOSALS THAT SELL (AND ELIMINATE A/R)

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 22, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The proposal is critical to every successful sale. It can, however, be a huge bottleneck for a busy practitioner. If revenue growth is one of your goals this year, streamlining your proposal process is critical to your success. This webinar will identify what parts of the proposal process can be standardized and automated, key elements you must include in every proposal, and demonstrate the technology to help you save time while closing more business and eliminating outstanding accounts receivable.

Learning objectives:


  • What are the key elements to every proposal

  • How to create professional proposals and send them to any device

  • How to facilitate digital signatures, issue engagement letters and collect payment details in the one platform

  • Sales and proposal best practices

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joshua Lance

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.

Azeem Mithani

Ignition
Inside Sales Manager
azeem.mithani@practiceignition.com
(734) 474-7507

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Azeem comes from a global cloud accounting software company where he worked with partnerships across Canada. Whether it comes to soccer or sales, he is very competitive by nature. He enjoys trying new foods, watching reruns of the Fresh Prince, and going on hikes with his dog Milo. He has a passion for finding new tech gadgets and learning new board games.

About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.