Xero s add o - pi v3
0 likes556 views
The document introduces Practice Ignition as a tool that helps accounting firms reduce administrative costs, improve client experiences and workflows, and generate additional revenue. It provides an overview of the key features of Practice Ignition, which allows firms to create online proposals and engagements, collaborate digitally with clients, and automate recurring processes like invoicing and payments. Testimonials from accounting firms highlight how Practice Ignition has helped them streamline operations and onboarding of new clients.
Xero s add o - pi v3
- 2. • Who are we? • What do we do? • Who is Practice Ignition for? • How and why Practice Ignition can work in your practice?
- 3. The problem. Heading here • Dot point • Dot point • Dot point
- 4. ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! One in five are in admin
- 5. !$100k !$150k !$200k !$250k !$300k !$350k LoLsto rsevt enue revenue
- 6. “It costs us $1,000 to get a first draft proposal out the door” – Mid tier accounting firm (NZ) “We spend $1,200 just setting up a client’s job and workflows for the year...even for renewals.” – Big 4 (AU) “We miss out on work purely due to the inability to turnaround engagements.” – Small firm (AU)
- 7. Accountants Have % High admin costs $ Disconnected tools # Expensive client acquisition " Compliance requirements
- 8. Agreed fees % Visibility ( Easy communication ' A great experience & Clients Want
- 9. The industry started talking… “The firm of the future will offer fixed prices, upfront for every service it provides, just like every other business” – Ron Baker, Verasage …What does the future look like?
- 10. Accountants needed a tool to meet their client needs now and in the future. So, we created
- 11. So what is Practice Ignition? Accountants Clients
- 13. Provide the ultimate client experience while growing your practice.
- 14. Ignition + Create proposal ) Send to client or share on website * Client views & accepts online
- 15. - Capture additional information during checkout , Workflow is deployed to Practice Management Suite % Invoices are automatically sent to Xero Launch
- 16. . Share documents, milestones and due dates 0 Connect and collaborate with client / Nurture and retain Orbit
- 17. Create - Send - Accept
- 18. Interact and collaborate alongside the engagement.
- 19. Re-engage each year. Automatically.
- 20. PI Payments - with automatic reconciliation
- 21. Convert website traffic into quality leads
- 22. Only $29 per month
- 23. Powerful filters - access data quickly
- 24. Engaging and retaining clients just got a whole lot easier.
- 25. The first place accountants look to move online The client platform to connect accountants and their clients A marketplace to connect advisors, businesses and software Payments made easy for B2B transfers, globally
- 26. Some customer love … “This is the last piece of the puzzle for us to make our business 100% cloud based. Saving us a lot of time, managing all our engagements as well as streamlining the process from customers accepting the engagements to create all the jobs in Workflow Max and invoices in Xero” – Brad Golchin, 22 July 2013 “Practice Ignition has changed the way I onboard new clients. I can be in an initial client meeting with them, scope out what we are going to do for them, draft an agreement and have it in their inbox in a matter of minutes. They can then accept it online and be on our way to complete fixed pricing from day one. No admin, no follow ups, no fuss.” – Matthew Goss, 22 July 2013
- 27. Thank You georgie@practiceignition.com link to presentation