Xero s add o - pi v3
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Transcript of Xero s add o - pi v3
• Who are we?• What do we do?• Who is Practice Ignition for?• How and why Practice Ignition can
work in your practice?
Heading here• Dot point• Dot point• Dot point
The problem.
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!!!!!
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One in five are in admin
!$100k
!$150k
!$200k
!$250k
!$300k
!$350kLost revenueLost revenue
“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)
Accountants Have
" Compliance requirements
# Expensive client acquisition
$ Disconnected tools
% High admin costs
&A great experience
'Easy communication
(Visibility
%Agreed fees
Clients Want
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?
Accountants needed a tool to meet their client needs now and in the future.
So, we created
Accountants Clients
So what is Practice Ignition?
Provide the ultimate client experience while growing your practice.
Ignition
) Send to client or share on website
* Client views & accepts online
+ Create proposal
, Workflow is deployed to Practice Management Suite
% Invoices are automatically sent to Xero
- Capture additional information during checkout
Launch
. Share documents, milestones and due dates
/ Nurture and retain
0 Connect and collaborate with client
Orbit
Create - Send - Accept
Interact and collaborate alongside the engagement.
Re-engage each year.Automatically.
PI Payments - with automatic reconciliation
Convert website traffic into quality leads
Only $29per month
Powerful filters - access data quickly
Engaging and retaining clients just got a whole lot easier.
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
“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
Some customer love …
“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
