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Refer a friend to Ignition. Earn $150 USD. More info here.

Payments - a round table discussion on getting paid and managing A/R

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We're excited to host Heather Retsky from Heather Retsky Tax Prep, Jeremy Wells from JWellsCFO, and Kristen Keats from Sherwood Tax & Accounting in a discussion around best practices and modern approaches to billing and A/R management.

Love getting paid? You won't want to miss the advice from this outstanding panel! 

Bootcamp 4.0

Whether you've been a customer for 5 years or you've just started using Ignition, this free webinar series will help you set your business up for success.

 

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What's new in Ignition

Join us for a tour of the latest features and how you can use them to improve your client engagement experience.

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Creating a beautiful first experience

Learn how to create a beautiful first impression when using Ignition to engage your clients.

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Optimizing services & proposal options

Can you send out a proposal in under a minute? Optimize settings and get templates set up to save time!

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Payments Masterclass

Learn everything you’ll need to know in order to use Ignition payments comfortably and confidently.

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Zapier & advanced tips

Learn pro tips for the advanced user of Ignition covering start to end client communications, reporting, and how to use Zapier to automate.

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How to Effectively Engage tax clients using Practice Ignition - A Practical Plan

On-demand
On-Demand

 

 

Watch Josh Lance from Lance CPA Group and Practice Ignition's industry vet Paul McCarthy as they walk you through how to set up and execute a hands-off tax season this year using Practice Ignition

-Learn the key elements of an end-to-end client engagement process for tax season

-How to Prepare and Optimize your Practice Ignition account for next tax season

-How to bulk engage your tax clients this year

-Best Practices on Bulk Engaging your tax clients

How Brooklyn FI achieved 100% YoY growth with the help of Practice Ignition

On-demand
On-demand

 

 

Learn how to make technology your competitive advantage with Marie Phillips

On-demand
On-demand

 

Learn how Marie Phillips has grown her firm Connected Accounting by using technology as a competitive advantage. She not only has a robust cloud tech stack in her own practice, but she also uses technology and process automation to set her firm apart from more traditional accounting firms.

In this session we will explore: 

  • What contributed to Connected Accounting's growth throughout 2021
  • What technology they use and what impact this has had on the firm's growth
  • Marie’s experience using many of Practive Ignition’s key features, including automated payments, Proposal Options, zaps, and how these have improved Connected Accounting's onboarding processes and client acceptance 

Practice Ignition & Xero Practice Manager - The New Experience

Watch On-Demand
Watch On-Demand

 

 

Join Sarah and Isabelle from Practice Ignition and as they delve into the new XPM integration features and demonstrate how you can build out complex workflows at both a proposal and client level.

In this session we will explore:

  • NPE & XPM product updates
  • A comparison of features and functionality between the legacy and new integrations
  • A practical demonstration on how you can setup your workflows for common scenarios
  • How to use the new functionality with multiple projects and proposal options

Cloud, Tech, Taxes - a panel discussion (US)

On-demand
On-Demand
 
Join three of your accounting professional peers, Marcus Mire CPA of The Mire Group, Phil Gaudiano of Polygon Advisory Group LLC and Shane Mason of Brooklyn FI Tax to learn how to streamline your tax season.

Host, Sarah Courtney, and our panelists will dive into a number of questions including;

(1) What processes are most important to iron out before tax season starts?

(2) What technology helps streamline those processes?

(3) How to get started with automation and how to scale if you've already started?

Cloud, tech, & taxes - a panel discussion (Canada)

On-demand
Watch on-demand

 

Watch on-demand our expert panel with three of your accounting professional peers as we discuss innovative ways to streamline your tax season this year.

We're pleased to have three Canadian accounting experts David DiNardo of Evolta Inc, Clayton Achen of Achen Henderson LLP and Bridget Noonan of Clearline CPA to discuss all things cloud, tech, and taxes.

What we'll cover:

  • What processes are most important to iron out before tax season starts
  • What technology helps streamline those processes
  • How to get started with automation, and how to scale if you've already started

 

Watch on-demand: How to package and price your services

On-demand
Watch on-demand

 

Join industry legends Ryan Lazanis of Future Firm (ex. Xen accounting) and Paul McCarthy Practice Ignition Account Manager & industry vet as they share actionable advice around pricing and selling your services.

They’ll run through pricing methodologies, how to package your services to get the most value + their own experiences - good and bad. 

Later in the session Account Managers Alexa & Ruby will hop in to show you how PI can help implement everything learned within PI (options, NPE, and templates).

What you'll take away:

  • Intro to different pricing methodologies
  • How to create packages
  • How to use Options to upsell
  • The firm-wide benefits of using package pricing
  • How to use Templates to standardize your packages

How AccountAbility Inc. improved their workflow with Process Mapping

Watch On-demand
Watch On-demand

 

 

Join us for this post-tax season webinar to learn about how Kevin Smoot owner of AccountAbility was able to approach this tax season with confidence after ironing out their processes during a series of process mapping sessions with Ruby Tigbayan. 

Key takeaways:
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What last tax season looked like for AccountAbility Inc + their tax process pain points
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What a process mapping session with Practice Ignition revealed about their practice and processes
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How they benefitted from a process mapping session
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What tax season looked like for AccountAbility Inc this year
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Favorite Practice Ignition features/automation and advice for other firms
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How to get your own PI Process map! 

Reviewing systems, Change management & Project Planning process - How to choose the right software for your business

Watch On-demand
Watch On-demand

 

 

Join our own Workflow wizards Paul, Ruby & Emily in this practical webinar on how to choose and implement the right technology/app stack for your practice as we unpack the basics of workflow mapping and how it can be a useful tool to enhance your business processes.

Key takeaways:
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What is workflow mapping and how can it benefit your practice 
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How to choose the right software for your firm
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How to audit your own processes and identify the real problems to solve
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Managing change - how to plan and implement new systems and workflow
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Ways to automate and create more efficient workflows that will reduce your admin time significantly using Zapier
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The positive impact this will have on your practice and overall client experience

Would you like to speak with your Account Manager?

Email us by following the link below and we'll get in touch!