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From client engagement strategies through to understanding what to charge, this playbook will guide you on your journey to a new pricing model.
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Accountants and bookkeepers are no longer strangers to the cloud—it’s now well and truly mainstream. What’s so exciting about this shift to the cloud is the greater impact advisors can have on their clients. Real-time collaboration and client insights are readily available to accountants and bookkeepers of all shapes and sizes like never before.
The pace of change has been rapid and it will continue with more innovation to look forward to. However, if one lesson has been learnt over time, it’s that it’s extremely difficult to keep up with modern best practices and customer expectations if you simply defer to old and possibly outdated thinking. [Read more]
Guide 1:
What is fixed-fee billing and why you should embrace it
Guide 2:
Getting started with client engagement letters
Guide 3:
How to get paid on time, every time
Guide 4:
How to implement new technology in your practice
Guide 5:
How to decide what services to charge in your practice
Guide 6:
How to resolve unbilled work when moving to a fixed fee model
Guide 7:
How to move to online practice tools
Guide 8:
Guiding your clients through change
Guide 9:
How to upsell more services to your existing clients
Rebecca Mihalic is an Australian Registered Tax Agent, a member of the Chartered Accountants ANZ and the Institute of Public Accountants.
She has been working in public practice since 2003. Rebecca was a co-founder of Aptus Accounting & Advisory in 2015. Focusing on leveraging technology to support client growth & services and rapidly grow an efficient & successful accounting firm. This focus on tech advisory and efficient business services saw Aptus Accounting & Advisory winning Innovator of the year at the 2018 Australian Accounting Awards.
In 2019 Aptus joined businessDEPOT to expand the firm's service offerings to their clients. In addition to leading the businessDEPOT Sydney based operations, Rebecca is the Head of Accounting (APAC) for Ignition, where she helps define product and content strategy. Rebecca has earned a reputation for her leadership, passion and commitment to the accounting industry and recently won 'Thought leader of the year' in the prestigious 2021 Australian Accounting Awards.
Book a chat with one of our experts to learn how Ignition can help you pave the way to a fixed-fee pricing model.
Ignition’s mission is to transform the way accountants, bookkeepers and their clients do business together. Founded by an accountant for accountants, our cloudbased proposal and payments platform helps over 4,000 firms worldwide to send powerful online proposals, get paid automatically and manage ongoing client engagements.
Ignition also integrates with leading ledger and practice management software such as Xero, Intuit QuickBooks, and Karbon to enable customers to automate time-consuming workflows and run a more efficient practice. Headquartered in Sydney, Australia, Ignition has offices around the globe in London, Seattle, Toronto, and Vancouver.
To learn more visit ignitionapp.com