The document discusses Practice Ignition, a tool created to help accountants meet client needs now and in the future by streamlining processes like creating proposals, sharing documents, and automating workflows and invoicing through a client's practice management suite. It highlights issues accountants currently face around high costs, disconnected tools, and expensive client acquisition. The tool aims to provide the ultimate client experience while growing an accounting practice through features that allow clients to view, accept, and pay for proposals online as well as interact and collaborate throughout an engagement.

2. • Who are we
• What do we do
• Who is Practice Ignition for
• How and why Practice Ignition can
work in your practice

3. It all started with...

4. The problem.
Heading here
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One in five are in admin

6. !$100k
!$150k
!$200k
!$250k
!$300k
!$350k
LoLsto rsevt enue
revenue

7. “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)

8. 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?

9. Accountants Have
% High admin costs
$ Disconnected tools
# Expensive client acquisition
" Compliance requirements

10. Agreed fees %
Visibility (
Easy communication '
A great experience &
Clients Want

11. Accountants needed a tool to meet their client needs now and in
the future.
So, we created

12. Accountants Clients

13. Ignition
+ Create proposal
) Send to client or share
on website
* Client views & accepts online

14. - Capture additional
information during checkout
, Workflow is deployed to
Practice Management Suite
% Invoices are automatically sent
to Xero
Launch

15. 0 Connect and collaborate with
client
. Share documents, milestones
and due dates
/ Nurture and retain
Orbit

16. Provide the ultimate client experience
while growing your practice.

17. Create - Send - Accept

18. Interact and collaborate alongside the
engagement.

19. Re-engage each year.
Automatically.

20. A full audit trail on all clients, engagements,
workflows and invoices.

21. Collect payments IN LINE with service pricing
and billing types defined in your proposal

22. Connect your payments - keep your payments
tied to your contract. No merchant account
required

23. Sales reports

24. Finally, leverage your website like you should;
have your clients creating their own proposals

25. $1
per entity
per month

26. Knowledge centre - filters to access any data

27. Invite your staff in, engage your business

28. Engaging and retaining clients just got
a whole lot easier.

29. 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

30. Some customer love

31. They didn’t call it the cloud for no reason …

32. Thank You
georgie@practiceignition.com
link to presentation