7. “It costs us $1,000 to get a first draft
proposal out the door”
– Mid tier accounting firm (NZ)
“We spend $1,200 just setting up a client’s job
and workflows for the year...even for renewals.”
– Big 4 (AU)
“We miss out on work purely due to the
inability to turnaround engagements.”
– Small firm (AU)
8. The industry started talking…
“The firm of the future will offer fixed prices,
upfront for every service it provides, just like
every other business”
– Ron Baker, Verasage
…What does the future look like?
9. Accountants Have
% High admin costs
$ Disconnected tools
# Expensive client acquisition
" Compliance requirements
10. Agreed fees %
Visibility (
Easy communication '
A great experience &
Clients Want
11. Accountants needed a tool to meet their client needs now and in
the future.
So, we created
13. Ignition
+ Create proposal
) Send to client or share
on website
* Client views & accepts online
14. - Capture additional
information during checkout
, Workflow is deployed to
Practice Management Suite
% Invoices are automatically sent
to Xero
Launch
15. 0 Connect and collaborate with
client
. Share documents, milestones
and due dates
/ Nurture and retain
Orbit
29. The first place
accountants look to move online
The client platform
to connect accountants and their clients
A marketplace
to connect advisors, businesses and software
Payments
made easy for B2B transfers, globally