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Why engagement letters matter in 2021

2020 has been a challenging year to say the least! Accountants and bookkeepers did what they needed to do to help their clients survive!

As a result you might have left yourself exposed to compliance risk and payment default by not having signed engagement letters in place.

Start 2021 on the right foot with signed engagement letters in place, and a certainty of being paid for your hard work.

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About the webinar

Not only does your engagement letter protect you from a professional liability standpoint, but it also sets the tone for your client relationships. The engagement letter outlines the scope of your services, and set expectations for both communication and payments terms.

Unfortunately this engagement letter process can be very time consuming, error prone, and often completely overlooked.

Join Rebecca Mihalic, CA, Director at businessDEPOT, and David New, Head of APAC at Practice Ignition, to discuss the value of engagement letters, the essential elements of an engagement letter, and how practitioners can streamline this process end-to-end.

You'll learn:

How to standardise terms of service
How to protect yourself from payment default
How to automate this process end-to-end
Practice Ignition has eliminated a massive stretch on time and resources from pricing on the spot, to getting the proposal signed, to getting the direct debit set up, and getting the payment reconciled in Xero. The whole process is so streamlined.
Graeme Tennick
Graeme Tennick Graeme Tennick & Co Accountants

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