12:00pm-1:00pm (GMT) 5th March 2024
Lunch & Learn: Engagement Letter Essentials – The Secret Weapon for Compliance Confidence
Let’s be honest—wouldn’t accounting be a dream job if compliance didn’t feel like such a hassle? You’re ready to hit the ground running with new clients, but instead, you’re tangled up in a maze of paperwork. Sound familiar? It’s time to change the game. Discover how GoProposal and OverSuite simplify client onboarding, transforming proposals and compliance into one seamless, stress-free process.What You'll Learn:
- The hidden ways traditional engagement letter processes slow down your firm’s growth
- How GoProposal and OverSuite make compliance easy—even for your newest team members
- How to wow clients with modern engagement letters featuring smart service schedules and instant e-signatures
- The secret to transitioning clients smoothly from proposal to engagement letter without the usual headaches
Speaker
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.
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