Episode 45: Ignition to the Rescue: How a Proposal App Improved My Firm
In this episode, I share my journey of integrating the proposal and payment acceptance platform, Ignition, into my CPA firm. I discuss the numerous challenges I faced with the old system, which involved using Microsoft Word, Excel, Adobe, QuickBooks, and various other platforms to manage proposals, agreements, and billing. The cumbersome and disjointed process often led to procrastination and inefficiencies. However, after adopting Ignition in 2021, I was able to streamline these operations, making billing and renewals much more efficient and professional. Ignition enabled me to create templates, automate payments, and manage renewals with ease, ultimately saving significant time and allowing my firm to grow faster. If you're struggling with similar issues in your accounting practice, implementing a system like Ignition could be a game-changer.
Ignition: https://get.practiceignition.com/bethwhitworth5357
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About the Creator
Beth Whitworth
I have over 25 years of experience in the industry and want to share what I know with you. Why? So that you can have confidence in what you do! Accounting with Confidence was born out of my desire to teach others the skills to make their job easier.