How to deliver profitable and scalable client engagements

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How do you initiate and deliver a client engagement that is profitable and scalable?

When talking about successful client engagement, what questions come to mind? Is it the quality of your sales discovery and client prospecting process? Is it a smooth client onboarding experience? Or is it the ability to manage unexpected scope changes effectively?

In this live Q&A session, Ignition’s Partnership Manager, Jennie Moore, and Karbon’s Co-Founder and Chief Partnerships Officer, Ian Vacin, combine their decades of experience in client engagement and answer top questions on this subject to help firm owners ensure that your client engagements are profitable and scalable.

Join the chat to discuss:

  • The importance of an engagement letter—do you need it?

  • Best practices for writing a proposal for professional accounting service

  • What level of depth and specificity do you need to provide in your proposal?

  • How to build a proposal that handles scope changes

  • How to manage and communicate with clients when their needs change

  • How to evaluate client profitability

If you can attend the session live, be sure to bring your questions and source knowledge from your accounting peers. If you can’t join live, register anyway, and we will share a recording with you later to watch on-demand.

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

Ian Vacin

Jennie Moore
Partnerships Manager, Ignition

Jennie Moore is the Partnerships Manager for Ignition Canada. She is Founder of Moore Details, Inc., a progressive bookkeeping firm committed to modernizing bookkeeping. When she’s not crushing business goals you can find her eating a good cupcake, figure skating or hiking with her family.

Jennie Moore headshot