xero s add o - pi pdf ii
TRANSCRIPT
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• Who are we• What do we do• Who is Practice Ignition for• How and why Practice Ignition can
work in your practice
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It all started with...
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Heading here• Dot point• Dot point• Dot point
The problem.
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! ! !!
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One in five are in admin
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!$100k
!$150k
!$200k
!$250k
!$300k
!$350kLost revenueLost revenue
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“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)
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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?
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Accountants Have
" Compliance requirements
# Expensive client acquisition
$ Disconnected tools
% High admin costs
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&A great experience
'Easy communication
(Visibility
%Agreed fees
Clients Want
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Accountants needed a tool to meet their client needs now and in the future.
So, we created
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Accountants Clients
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Ignition
) Send to client or share on website
* Client views & accepts online
+ Create proposal
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, Workflow is deployed to Practice Management Suite
% Invoices are automatically sent to Xero
- Capture additional information during checkout
Launch
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. Share documents, milestones and due dates
/ Nurture and retain
0 Connect and collaborate with client
Orbit
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Provide the ultimate client experience while growing your practice.
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Create - Send - Accept
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Interact and collaborate alongside the engagement.
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Re-engage each year.Automatically.
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A full audit trail on all clients, engagements, workflows and invoices.
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Collect payments IN LINE with service pricing and billing types defined in your proposal
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Connect your payments - keep your payments tied to your contract. No merchant account
required
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Sales reports
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Finally, leverage your website like you should; have your clients creating their own proposals
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$1 per entityper month
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Knowledge centre - filters to access any data
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Invite your staff in, engage your business
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Engaging and retaining clients just got a whole lot easier.
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A marketplaceto connect advisors, businesses and software
The client platformto connect accountants and their clients
The first placeaccountants look to move online
Paymentsmade easy for B2B transfers, globally
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Some customer love
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They didn’t call it the cloud for no reason …