1:00pm-2:00pm (GMT) 17th March 2025

Find Your Firms Path to Profit: The Accountancy Firm's Growth Roadmap

Revenue Recognition

Are you tired of spending countless hours onboarding new clients, longing for a more streamlined and efficient process?

It can sometimes feel like onboarding clients is a thankless task.

You finally get them from prospect to client, only to wade through countless compliance procedures all before you start doing the work you charge them for.

But there is another way…

A way that will wow your clients and be profitable for you and your team

After all, you only get one chance to make a first impression.

Join Jack Choppin, Practice Success Manager at GoProposal for this interactive session that will overhaul your client engagement process and pave your way to profit.

And here’s the thing; it’s so easily implementable, it won’t stretch your capacity.

Save your seat, and be ready to take action so that you can:

  • Remove yourself as the bottleneck and free up your time
  • Empower your team to handle onboarding smoothly
  • Implement simple software solutions to streamline processes
  • Start client relationships on a high with an engagement process that wows

Speakers

Jack Choppin

Practice Success Manager, GoProposal by Sage

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.