Speaker: Jeremy Wells, EA, CPA, is COO and Head of Tax at Steadfast Bookkeeping
This webinar explores how modern tax professionals can confidently transition to value-based pricing and streamline their engagements using Ignition. Hosted by Ignition’s Advocacy Manager Jennie Moore and featuring special guest Jeremy Wells, CPA and EA of Steadfast Bookkeeping, this session will provide actionable insights into building a future-proof tax practice.
Jeremy, a recognized tax strategist and advocate for modern pricing models, will walk attendees through the shift away from outdated hourly billing to value-based engagements that drive profitability and client satisfaction. You’ll also see how to take advantage of Ignition’s ready-made proposal templates—complete with suggested value pricing—that can be tailored to your tax services.
In addition, we’llshowcase powerful Ignition integrations with tools like ProConnect and QuickBooks Online (QBO) that make it easier than ever to automate client onboarding, billing, and payment collection—freeing up time and improving your bottom line.
Whether you’re a solo practitioner or running a multi-staff firm, this session is designed to help you confidently package your services and deliver consistent client experiences with maximum efficiency.
Learning Objectives:
- Understand Value-Based Pricing: Learn how to transition from hourly billing to value-based pricing models that improve profitability and client satisfaction.
- Leverage Proposal Templates: Discover how to customize Ignition’s ready-made proposal templates with suggested value pricing tailored to your tax services.
- Streamline Engagements: Explore strategies to confidently package and deliver your services, ensuring consistent and efficient client experiences.
- Integrate and Automate: See how Ignition’s integration with ProConnect and QuickBooks Online can automate client onboarding, billing, and payment collection.
