From Scope Creep to Stronger Margins: Practical Insights with Ethan Cooney

In this episode, Mark talks with Ignition’s Ethan Cooney, Accountants Daily’s Tech Innovator of the Year. They explore how firms are navigating TASA’s new disclosure rules, updating engagement letters, and addressing the risks of scope creep.

Ethan shares how successful practices are rescoping agreements, running annual renewals, packaging services with add-ons, and confidently adjusting fees. The discussion also highlights how firms can de-risk cash flow by securing payments upfront. It’s a practical look at what leading firms are doing right now to stay compliant, strengthen margins, and deliver a better client experience.