Content Provider
Logotype normal
Handout Materials
Presentation Slides
Free cpe webinars
There Is No Off-Season: How to Take Your Engagements out of Word

HOW TO TAKE YOUR ENGAGEMENTS OUT OF WORD

This webinar was previously titled "THERE IS NO OFF-SEASON: HOW TO TAKE YOUR ENGAGEMENTS OUT OF WORD".
Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 24, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Managing scope is an important part of being an accounting professional during and after tax season. To do this duty successfully, you need an understanding of how to create an engagement. A proper engagement letter will help ensure your firm is compensated adequately for the services rendered as well as help to limit liability. During our webinar, we’ll uncover the risks of using Word for engagements and share tips on what to include in your engagements and how to digitize them using Practice Ignition.

Learning Objectives:


  • Determine the risks of using Word for your engagements

  • Design a proper engagement letter

  • Identify ways to speed up your engagement process with Practice Ignition

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Logotype normal

Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning, and helping people accept change.

About Our Presenter

Logotype normal
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.