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Practice Ignition Masterclass: From Proposal to Paid (All in One Place)

PRACTICE IGNITION MASTERCLASS: FROM PROPOSAL TO PAID (ALL IN ONE PLACE)

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 4, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join us for this deep dive masterclass into how Practice Ignition can help you to win more clients, streamline client onboarding, and eliminate AR. 

During this session, you will learn:


  • How to create and send a proposal in 5 minutes that gets signed electronically and allows you to get paid upfront

  • Why getting payments set up inside the proposal (instead of post-proposal) is a huge time saver

  • The optional web connector that allows your prospects to generate their own quote online or choose from your carefully curated packages

  • Hands-on training to help you set up a Practice Ignition trial account 


This session is intended to be hands-on, so if you'd like to have a full experience please create a 14-day free trial before the session.
 

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

Practice 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.

About Our Presenter

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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.