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Free cpe webinars
Time-Saving Tax Workflows With Ignition

TIME-SAVING TAX WORKFLOWS WITH IGNITION

Available Date(s)
Wednesday, February 05, 2025: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Discover how to transform your tax season workflows and focus on delivering exceptional client value. Join industry experts Al-Nesha Jones, CPA, MBA, and Ryan Embree as they share actionable insights and key tools to enhance firm efficiency. Whether you're starting your cloud tech journey or optimizing your app stack, this webinar will provide practical strategies to make this tax season your firm’s most successful yet.  

Learning Objectives:


  • Recognize the importance of utilizing Al-Nesha's suggested technology tools such as Ignition and Intuit ProConnect to enhance firm efficiency

  • Determine ways to strengthen client engagement through seamless onboarding and efficient proposal processes

  • Give examples of utilizing templates for workflows, proposals, and communications

  • Design payment processes for quicker transactions and improved cash flow

  • Summarize innovative uses of videos to save time, enhance communication, and adeptly incorporate upselling techniques



 

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Ryan Embree

Ignition
General Manager
[email protected]
(734) 474-7507

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Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition, he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.

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Al-Nesha Jones, CPA, MBA, MOM, is the founder of ASE Group, a full-service accounting, tax, and advisory firm focused on empowering small business owners to build strong and sustainable businesses. ASE Group specializes in making the dollars make sense through solid recordkeeping, proactive tax planning, tax preparation, and year-round advisory support for entrepreneurs in the NJ/NY/CT/PA area. Al-Nesha was recently recognized as a 2023 Top 100 ProAdvisor by Insightful Accountants, one of Ignition's 2023 Top 50 Women in Accounting, a 2022 NJCPA Ovation Award Winner for her firm's DEI efforts, and also as a 2021 CPA Practice Advisor "40 Under 40" Professional. She is currently a Participant in the ProConnect Customer Council for Intuit Inc., 2021 – 2024, a member of the Intuit Trainer/Writer Network, an inaugural member of the CHIP Professionals Council (CHIP is bridging the gap between consumers of financial products and financial professionals of color), and a mentor at her college (Montclair State University) alma mater. Outside of being a self-proclaimed 'cool mom', her biggest accomplishment to date has been creating rewarding career opportunities for her team members that mirror the opportunities she didn’t have when she left her corporate career. She currently leads a 100% female team, where they have flexibility in both their schedule and work location, to ensure they can prioritize all of the nouns that bring them joy.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • 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.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.