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CANOPY | EBOOKS

 

From Admin Task to Business Advantage: Rethink Engagements

 

Transform engagement letters from a compliance formality into a powerful business driver with this step-by-step guide.

Whether you’re looking to set better client expectations, strengthen your brand, or streamline your processes, this ebook gives you the strategies, templates, and tools you need to boost efficiency, build trust, and ultimately win more business.

 

 
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CANOPY | EBOOKS
What You'll Learn: Turning Engagements into Opportunities
  • The anatomy of a great engagement letter and how to position your value, not just your services
  • Common mistakes to avoid (like vague scope, outdated templates, or confusing billing terms) that cost firms time and revenue
  • Practical ways to systematize and automate engagement letters using templates, e-signatures, and client reminders
  • How to turn renewals into growth opportunities with upsells, tiered service packages, and advisory add-ons
  • The key metrics to track (time-to-sign, acceptance rates, and out-of-scope revenue) so you can continuously improve

 Don't just manage your firm. 
 Make it better. 

 

From proposal to payment, Canopy is the all-in-one practice management system helping accountants build the firm of their dreams.
 
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