Does WeCloseBooks work with Ignition proposals?

Yes. Accepted Ignition proposals flow through as engagements with the services, fees, and scope already attached.

Can I see revenue by engagement type?

Engagement records carry service and fee data, so you can see revenue by client, service line, and POD rather than only in your billing system.

How is scope creep handled?

Work performed outside the accepted scope is visible against the engagement, so out-of-scope requests are discussed and billed rather than absorbed.

Proposals, engagements, and revenue in one line of sight

Signed proposals become engagements with defined scope, deliverables, deadlines, and fees — so the firm can see committed revenue, work in progress, and scope creep in the same place.

Signed document card beside a rising revenue chart

Ignition proposals converted into engagements automatically
Scope, deliverables, and fee recorded per engagement
Revenue by service line, POD, partner, and client
Out-of-scope work flagged before it is written off

From signature to scope

The gap between what a client agreed to buy and what the firm actually delivers is where realization disappears. WeCloseBooks anchors every engagement to the proposal that created it: service lines, deliverables, fee, and period. The checklist, the work items, and the deadlines all derive from that scope.

Revenue visibility partners will use

Because engagements carry fees and service lines, the firm can see committed revenue for the season, revenue by POD, average fee per return type, and which clients consume disproportionate effort relative to what they pay.

Committed vs delivered view across the season
Recurring bookkeeping revenue tracked alongside seasonal tax work
Fee benchmarking by engagement type
Renewal and repricing candidates surfaced before next season

Scope creep caught while it is still billable

When work appears that the proposal never covered — an extra state, a new entity, a rebuilt set of books — it is flagged as out of scope at the moment it is added, giving the partner the chance to raise a change order instead of discovering the write-off at year end.

Frequently asked questions

Does WeCloseBooks work with Ignition proposals?: Yes. Accepted Ignition proposals flow through as engagements with the services, fees, and scope already attached.
Can I see revenue by engagement type?: Engagement records carry service and fee data, so you can see revenue by client, service line, and POD rather than only in your billing system.
How is scope creep handled?: Work performed outside the accepted scope is visible against the engagement, so out-of-scope requests are discussed and billed rather than absorbed.

See proposals, engagements & revenue in your firm

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