Engagement

 

What is Engagement?​

What is Engagement?​

engagement, engagement for accountingAn Engagement is a contract between your firm and clients that details services to be performed, pricing, and delivery time. 

Connect your Staff and Clients​

Connect your Staff and Clients​

connect staff, business connections

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.

Where the Magic Happens​

Where the Magic Happens​

CPA, accounting software, engagmenet,

When engagements occur, the rubber meets the road: production dynamics such as billable work and realization start with the engagement. 

Decrease Your CPA Firm’s Liability​

Decrease Your CPA Firm’s Liability​

engagement, liability, CPA, Accounting software,Engagements are a two-way street that also protect your CPA firm from excessive exposure to liability, in addition to saving you money.

Build a Reoccurring Revenue Stream​

Build a Reoccurring Revenue Stream​

engagement, reoccurring revenue, revenue stream,

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.  

Enhance your Accounting Firm’s Growth Rate Today!
Introducing invoicing, accounting, and project management capabilities in one convenient cloud accounting software platform right at your fingertips.