CPA - small firm
CPA - medium firm
CPA - large firm
Join Marcus Dillon, CPA, Founder of Dillon Business Advisors, in this engaging webinar as he shares how his firm increased efficiency by 83% and advisory revenue by 60% through smart pricing, packaging, and client engagement strategies. Discover actionable steps to streamline your practice with Ignition’s AI-powered service libraries, automated payments, and proposal templates, and learn why now is the perfect time to boost your firm's profitability and efficiency as you prepare for year-end.
Learning Objectives:
- Evaluate and adjust your pricing and packaging strategies to increase efficiency and profitability
- Summarize Marcus Dillon's success story, revealing the impact of Ignition on driving efficiency and revenue growth for Dillon Business Advisors
- Design evergreen engagement letters and year-round revenue strategies to improve client engagement
- Recognize the importance of investing in a tool like Ignition as firms prepare for year-end and new client opportunities
Marcus Dillon
Dillon Business Advisors
Partner/CEO/President
[email protected]
Marcus Dillon first began his career at EY, then founded Dillon Business Advisors in 2011 at the age of 28. He has led three separate acquisitions, divested five separate client block sales, and transitioned from a general tax practice to a CAS team fueled by MRR. Marcus has a passion for the accounting industry and small firm owners.
He serves as a speaker and Mastermind Group Facilitator at Rootworks, member of the Ignition Council, and provides vendors strategic direction on CAS and payroll best practices.
Jennie Moore
Ignition
Head of Accounting
[email protected]
Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning, and helping people accept change.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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