SBA PPP LOANS SIMPLER, FASTER & SAFE FOR ACCOUNTANTS, CPAS & ADVISOR 1 Credit 1 Credit
Learning mode
COVID has made every accountant, CPA, Tax Professional busier than tax season especially with SBA PPP the buzzwords. PayPie "cash flow forecasts" create a picture of your current and future cash statuses projecting cash fluctuations before they happen. Through daily, weekly, and monthly forecasts, cash flow calendars, and powerful customized ‘what-if’ scenarios to take action and reshape cash flow.
Accountants’ skills are critical in helping their clients take back control of their business. They can help their clients survive these turbulent times by applying for the SBA PPP loan to ensure that they get access to these relief funds as soon as possible. PayPie makes it easy for them. PayPie has made it simple, fast and safe for accountants & advisors to apply for SBA PPP loans and assist their clients during these unprecedented times. There are no costs associated, and PayPie shares 50% of the agent fee received from lenders with referring accountants and advisors. There are no fees or charges for your clients, as per the SBA program.
This webinar will help CPAs, Tax Professionals, Accountants, Advisors to help their clients getting much faster access to the SBA Payroll Protection Program (PPP) funds through our network of SBA-authorized lending partners.
PayPie streamlines the entire process for accountants. It’s an ideal way to help get your clients to access to funding faster! Also, you can click here for more information : https://www.paypie.com/funding
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC 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 through its website: www.nasbaregistry.com.
Sarah Wielens, MBA, has extensive experience in the accounting and audit industry, not only with PayPie, but also with Sage, Syspro and Galvanize (formerly ACL). PayPie helps thousands of accounting professionals put an end to their clients’ cash flow problems. Sarah shares PayPie’s passion and strategic objective of helping small to mid-sized companies optimize cash flow forecasting through PayPie’s powerful ‘what-if’ analysis scenarios. PayPie identifies when cash is needed and helps your clients get pre-qualified financing options from multiple lenders. Moreover, now you can help your clients get much faster access to the SBA Payroll Protection Program (PPP) funds through our network of SBA-approved lending partners.
Areas of Specialization:
What is Self Study (QAS)?
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.
How do I earn CPE credits through self-study?
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.
Are the self-study courses approved by NASBA and other regulatory bodies?
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.
What are the requirements to maintain compliance with self-study courses?
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.
How can I access my course completion certificates?
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.
How are credits reported to governing bodies?
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.
What is a Live Webinar Group Internet-Based Credit?
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.
How do I earn credits through live webinars?
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.
Are the live webinars approved by NASBA and other regulatory bodies?
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.
What are the requirements to maintain compliance with live webinar courses?
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.
How can I access my webinar completion certificates?
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.
How are credits reported to governing bodies?
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.
DH
Great program with useful knowledge for us to apply to our clients' situations and evaluate whether a PPP loan is a good idea for them.
YE
It was my first time to join this webinar with my CPE, but I found it great and really helpful. Thank you very much!
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
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.
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