Case Study: Jeffery Davidson & Associates achieves a 97% reduction in billing time with Ignition App

Spending 97% less time on billings

Jeffery Davidson & Associates, a full‑service accounting practice led by Jeffery Davidson near Houston, was bogged down by manual billing and engagement‑letter processes—creating 600–700 letters a year in Word, juggling disparate spreadsheets, and spending 15–20 hours a month on billing queries. They adopted Ignition App (used alongside Xero Practice Manager/Xero) to standardize proposals, automate engagement letters and billing, and stop scope creep.

By implementing Ignition App to send contracts, capture e‑signatures and trigger workflows into XPM/Xero, the firm reduced billing admin from about three months to two days (a 97% decrease), eliminated recurring billing calls, cut aged receivables by 80%, and can send proposals within 15 minutes. Ignition App’s automation improved cash flow, client clarity and retention, and freed the team to focus on billable work and new business.

Jeffery Davidson & Associates

Jeffery Davidson

President