An Engagement is a contract between your firm and clients that details services to be performed, pricing, and delivery time.
Does your firm have a solid process to manage client feedback?
Do potential clients drop out of your onboarding process between quote and engagement?
Cloud Practice bridges the expectation gap between your clients and staff to avoid costly errors and disastrous miscommunications.
When engagements occur, the rubber meets the road: production dynamics such as billable work and realization start with the engagement.
Engagements are a two-way street that also protect your CPA firm from excessive exposure to liability, in addition to saving you money.
Cloud practice allows you to automatically re-engage previous clients, you’ll be building a strong revenue stream while being free to dedicate your time elsewhere.
