[Expert Guide] Client Engagements: How to get started + access the new IPA template
Promoted by Practice Ignition
Download this guide to read expert advice, best practice tips and up-to-date guidance for legal requirements + How to start a free trial to access the new IPA template.
The integrity of your practice highly depends on the content of your client engagement letters. However, many accounting professionals still struggle making this a part of their client onboarding process.
In this Guide Rebecca Mihalic—Chartered Accountant and Accounting “Thought Leader of the year’— shares her best practice tips, up-to-date guidance for legal requirements, as well as how to access our exclusive legally vetted engagement letter templates.
By reading this guide, you'll get a better understanding of why engagements form the backbone of any successful client relationship as well as:
- The various benefits of client engagements and up to date guidance for legal requirements.
- Who you need to engage (and how often).
- How to automate your engagement letters with technology + how to start a free trial to access the new IPA engagement letter template within Practice Ignition.
About the author
Rebecca Mihalic is an Australian Registered Tax Agent and a Chartered Accountants Australian & New Zealand member. Rebecca was a founding partner of Aptus Accounting & Advisory, a cloud-based accounting firm and the winner of ‘Innovator of the year’ at the 2018 Australian Accounting Awards for their use of technology to support clients & the firm’s growth. In 2019 Aptus joined businessDEPOT to expand the firm's service offerings to their clients and Rebecca now leads their Sydney based operations.
Rebecca has earned a reputation for her leadership in the accounting industry, winning ‘Thought leader of the year’ in the 2021 Australian Accounting Awards.
About Practice Ignition
Practice Ignition is the world’s first client engagement and commerce platform for professional services businesses that transforms the way they engage clients and get paid. Thousands of businesses, including accountants and bookkeepers, all around the world use Practice Ignition to help them grow, be more efficient and create win-win client relationships.
With Practice Ignition, businesses create long lasting, meaningful client relationships with impressive digital proposals and a clear scope of work, giving both parties clarity over the agreement, control through automated workflow and intelligence, and confidence around payments and receivables—all in one place. Practice Ignition supports over 300,000 monthly client engagements worth over $1 billion USD globally with offices located in Australia (HQ), USA, Canada, UK and New Zealand.
To learn more visit practiceignition.com