Learning mode
Sep 23, 03:00 PM
ET
It was once written
on a bumper sticker that said “Happiness is a positive cash flow.” So true!
Effective
collections start with presenting the bill promptly, not letting payments lag,
following up and asking for payment.
Getting paid
for your work is as important as completing your work!
CPA firms
provide invaluable advice to business clients but often struggle to run their
own businesses effectively, particularly in the area of collections. Failure to
collect payment promptly—or even in full—cuts into a firm’s profitability, hurting
the business and the accountants in it.
Remedying this
situation requires CPA firms to make a conscious effort to ensure they get paid
in a timely fashion.
If you're one of the many CPA firms who say
they aren't getting paid quickly enough, now is the time to implement
strategies that can change that. But how does your firm shift from reactive
billing strategies to more proactive payment strategies without disrupting
operations?
Hear from our leaders at Summit
CPA Group and Erika Segal, Associate Brand Manager with CPACharge, explain
how you can tackle your current billing and collections while also making
intelligent steps for driving cash flow in the future.
Major topics covered in this online CPE
webinar:
Let's face it, we all want to get paid
faster and more reliably, and this online CPE course will help you do just
that!
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Adam Hale is the
Co-Founder and COO of Summit CPA Group. He primarily focuses his attention on
coaching his team and other accounting firms on delivering successful Virtual
CFO Services. Over the course of his career, Adam has crafted hundreds of
financial forecasts for small- to medium-sized businesses, helping them become
profit-aware and clarify direction.
Tom Wadelton is a
Virtual CFO at Summit CPA Group. As a Virtual CFO Tom participates and
collaborates with leadership on all financial aspects of the business. He
primarily identifies and regularly reviews the key drivers of his clients
business to gain a better understanding of the company and to offer insights on
improvements. Tom currently sits on the board of the Indiana CPA Society as the
Chair-Elect.
Erika is a champion of brand management, email marketing, copywriting, social media tools, and technologies, with a track record of creating and implementing successful social media and email marketing programs.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
GN
The presenters were engaging and knowledgeable. Great class!
HN
myCPE is great
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
