Proposals and engagement letters are critical in an accounting firm, however, they are typically very manual, error-prone and time-consuming. Billing and collections are exactly the same - manual, error-prone and time-consuming. This webinar is a practical workshop to help you process map these back-office functions to identify where you can enhance efficiency and productivity. You’ll learn how to streamline your proposals and client intake, get engagement letters signed quickly, and take charge of your billings and collections.

Learning objectives:

• How to identify inefficiencies in your back office process-


• Key technology to save you time so you can focus on your clients


• How to deliver a great client experience and win more clients