All In Advisory's Founder, Aly Garrett, and the firm's General Manager, Lee Duffield, are no strangers to running an accounting practice. Having been colleagues at a previous firm, Aly and Lee share a deep understanding of the importance of efficiency and the challenges of managing operations with outdated systems.

So when they launched All In Advisory, they knew their firm needed a solid tech stack right from the get-go. Specifically, they wanted to implement tools that would streamline their processes, enhance the client experience, and help the business maintain healthy cash flow. 

Aly knew the perils of not having a streamlined and automated client proposal and engagement process. She saw firsthand how static Word documents led to delays and inconsistencies that could impact client satisfaction.

"At [our previous firm], we were quoting in Word, which was near impossible to keep up with. It didn't look good, and you couldn't move it between team members."

At her previous firm, Aly says she managed to maintain a tight grip on debtor days, keeping them at an impressive level. "Since my prior firm, I had really good debtor days. They were sitting at about 34, 35 days, which was extraordinary." 

Of course, good debtor days were fine, but Aly wanted things to be even better at her new firm. So, she aimed for even shorter cycles and more proactive debtor management.

Aly and Lee made Ignition a key part of All In Advisory's tech stack, which proved to be an excellent move for the business because it allowed them to simplify their operations and scale their services without sacrificing quality or efficiency.

For starters, Ignition gave Aly and the team the capability to onboard numerous clients despite having a small team.

These efficiencies translated to significant financial savings. To keep up with its rapid growth, All in Advisory would have needed to hire an administrative person at a cost of about $60,000 to $70,000 per year. By leveraging Ignition, the firm saved this amount annually, allowing Aly to put more resources back into the business.

Beyond helping the firm run smoothly on the backend, Ignition positively impacts All In Advisory's client-facing interactions.

Thanks to Ignition, clients are impressed from the very beginning, setting a positive tone for the entire engagement.

Ignition helps All In Advisory kick off proposals and engagements on the right foot, but what about the firm's ongoing client relationships?

As it turns out, Ignition also does wonders for fostering client trust and loyalty.

Such transparency lays a solid foundation for continued client loyalty.

"It really helped to improve our client relationships. One of the most common pieces of feedback we get from clients is they don't want that 'bill shock.' So Ignition has helped client relationships [in that aspect.]"

On the financial side, Aly says Ignition enables the firm to maintain healthy cash flow because billing and collecting funds is handled automatically on the platform, which eliminates payment delays.

"I don't have debtor days now," she shares. Aly and Lee’s decision to implement Ignition early on meant they could focus on growing the business rather than chasing payments or dealing with revenue issues.

Not to mention that since the firm implements fixed fee billing, cash flow is more predictable and easier to manage. Aly and the team can conduct forecasts and projections with confidence and ensure business stability.

Ignition also makes renewals and reengagements easier by automating the process. This ensures that nothing falls through the cracks and clients are reengaged at the right time.