expert workshop

Best practices for 2024

How to perfect client agreements, raise prices, and manage capacity

Wednesday, Dec 6 | 1pm ET

Join us for an exclusive workshop-style webinar where Ignition pro-users Chris Williams of System Six and Jeremy Wells of JWellsCFO will share how they leverage Ignition's platform to optimize their firms.

Dive deep into their techniques for engaging clients, effectively managing scope changes, and implementing seamless price increases so you can replicate these best practices in 2024. If you're looking to increase revenue, reduce unnecessary admin, and get time back for you and your team, then this webinar is a must-attend to elevate your accounting or bookkeeping firm.

Learning Objectives | Speaker Bios

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About the session

You'll discover:

How to stop wasting time on manual engagements and service agreements
A new way to build price increases into your agreements and avoid awkward conversations
How to leverage technology to improve client communication and get ahead of the dreaded scope creep
How Ignition fits into your entire workflow with seamless integrations to other apps
Alternative ways to engage your clients that can increase year-round revenue and help relieve 'busy season' stress amongst your team

Don't miss out on the opportunity to hear from the experts and make meaningful change going into 2024. Register now!

Meet your hosts

Jeremy Wells

Jeremy Wells, EA, CPA, PhD is the founder and principal advisor at JWellsCFO, where he has specialized in tax planning and business strategy for small businesses since 2018. Before becoming an accountant, he spent a decade teaching as a college instructor. Jeremy shares his expertise through his Substack, JWellsTax; serves on the editorial board of the EA Journal; and sits on the board of the Florida Chapter of the National Association of Tax Professionals. As an Enrolled Agent and Certified Public Accountant, he blends rigorous analysis with classroom-tested clarity, making him a sought-after educator in the industry.

Chris Williams

Chris is fortunate to work with and serve a fantastic team at System Six as Owner & CEO. Prior to System Six, Chris worked in fast-growing medium enterprises, private equity and investment banking. Chris holds a BA from Brown University and an MBA from Stanford University. Chris lives the Bay Area, CA, and loves spending weekends running, working on his golf game, and trying to keep up with his better half!