The Client MILE HIGH BOOKKEEPING SERVICES Mile High Bookkeeping Services is a bookkeeping firm that specializes in helping small businesses with their accounting, payroll, and sales tax return needs.

INDUSTRY

Bookkeeping LOCATION

Parker, Colorado

+2 Hours Saved per client, per month

Over 100% Return on investment

$5000 Of uncollected debt reduced monthly

The Challenge TOO MUCH TIME GETTING SUCKED UP BY ENGAGEMENT LETTERS AND BILLING Cindy Squires knows how important it is to be efficient with her time. As the CEO of Mile High Bookkeeping Services, not only is she responsible for completing work for her clients, but she also has to make sure the administrative side is running smoothly as well. Needless to say, she has a lot on her plate. That’s why Cindy set out to identify and eliminate some of her more extraneous tasks and responsibilities. Pretty quickly, she realized that there were two big “time sucks” in her role: engagement letters and billing. The engagement letters were a headache because Cindy had to manually create them, and then follow-up with clients to make sure they were received. More than that though, clients also had to print each engagement letter out and then scan or fax it back to her before she could get started on a project. Cindy says it was a huge waste of time. Even worse though was the billing, which was something Cindy actively disliked doing. Every month, she would spend countless hours sending, tracking and following up on client invoices. She knew there had to be an easier way to get these administrative tasks done.

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“I was trying to save time with my engagement letters. It was hard to take that document, e-mail it to somebody, have them print it out, and then ask them to scan or fax it back. On top of that, it was such a time suck to have to do the billing afterwards. I hated it…But it was something I had to do.”

The Solution G A M E - C H A N G I N G P R O P O S A L A N D PAY M E N T S O F T WA R E

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Cindy discovered Practice Ignition and was immediately impressed with its capabilities. With the help of Practice Ignition, she no longer had to manually create custom engagement letters in Microsoft Word. Instead, she could use the software to automatically generate them for her. Now, whenever Cindy starts working with a new client, all she has to do is plug in their contact information and the service package they’re interested in. The software takes care of everything else. Clients no longer have to print out documents either - Practice Ignition makes it easy for them to sign digitally and even lets them do it right from their phone. As for the billing, Cindy says the automatic payment feature has made that process much easier. Rather than having to invoice clients after a project is complete and chase them down, Cindy says she can now securely and easily collect payments upfront.

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“The software is seamless. You set it up the first time, and then whenever you get a new client, you just plug in their information to send the engagement. The payment solution has been a complete lifesaver too. All the time I used to spend putting hours into QuickBooks, sending out bills, sending out reminders…All that is gone with my clients on Practice Ignition. It’s been amazing.”

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The Result 2+ H O U R S S AV E D P E R C L I E N T, P E R M O N T H

Cindy says that Practice Ignition has been a complete game-changer for her business. She estimates that the Practice Ignition software helps her save over two hours per client, per month. That’s a big deal, considering how many clients Cindy has, and how much she charges per hour. Taking these time savings into account, Cindy says she is confident that she is getting over a 100% return on investment from her Practice Ignition subscription. The automatic payments have also helped her reduce her monthly uncollected debt by over 50%, which gives her an extra $5,000 a month in cash flow. Now, Cindy has less administrative tasks that she has to worry about, less stress in her role and much more time to focus on what’s important: her work.

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“The amount of time that I save now, and the headaches that I avoid...It’s huge. I just do my work, and the money comes into my account. I don’t have to worry about it, and the clients don’t have to worry about it. It’s been a complete game-changer.”

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Is your time getting sucked up by extraneous administrative tasks? Streamline your client onboarding and billing processes with Practice Ignition’s powerful proposal and payment software.

G E T S TA RT E D