10:00am-10:30am (GMT) 5th December 2024

Engagement Letters Made Easy: Cut the Compliance Chaos

Compliance

Let’s face it, wouldn’t accounting be a dream job if compliance didn’t feel like such a hassle?

You’re ready to dive into the work as soon as a new client signs on the dotted line, but instead, you’re stuck navigating what feels like an endless maze of paperwork.

With so many software options claiming to ease the pain of proposals and compliance, wouldn’t it be amazing if you had a single solution that could do it all?

Enter GoProposal and OverSuite—the perfect duo that simplifies client onboarding, streamlining everything from proposals to compliance in one seamless process.

On 5th December Jack Ryan will be hosting a masterclass where he will be sharing his knowledge. You’ll learn:

  • The onboarding solution designed to be easy enough for your most inexperienced team member to use with your most complex client
  • How to present your prices with confidence using GoProposal
  • Why clients will love their onboarding experience, from proposal to compliance

Speakers

Jack Ryan

Hybrid Success Manager, Sage

Jack Ryan

With two years of experience in the accountancy industry as well as a marketing degree, Jack has supported practices in navigating through digitisation, value proposition and customer success plans.

Jack is well placed to give advice to accountants on providing the best customer experience for their clients.