Xero s add o - pi copy pdf no notes
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Transcript of Xero s add o - pi copy pdf no notes
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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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! ! !!
! !
!
! !! ! ! ! !
!!!!!
!!
!!!!!!!
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
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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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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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Ask your advisorthe questions you want
Review your dashboardfrom your connected apps
Login to Ignition Appevery morning
Get answersin real time
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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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Partner program
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Partner program
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Customer love
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The result.