10:00am-10:30am (GMT) 5th December 2024
Engagement Letters Made Easy: Cut the Compliance Chaos
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 Choppin 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 Choppin
As a Practice Success Manager at GoProposal by Sage, Jack works alongside accounting businesses to help revolutionise the way that they price their services and engage with their clients.
He has 7 years of experience working with accountants, showing them how they can bring confidence and consistency to their sales and compliance processes.
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