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Best Practices for CPA Firms to Manage Cash Flow and Get Paid Quickly

  • CPA (CA)
  • CMA
  • CPA (US)
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

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:

  • How to manage your cash flow closely?
  • How to make it as easy as possible for your clients to pay you?
  • How to streamline your payment process?

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!

Learning Objectives

  • To identify ways to streamline your cash flow and drive revenue
  • To discover tried and true methods to collect on outstanding receivables
  • To distinguish your firm for payment success

Recommended For

  • This online CPE course is recommended for CPA firm owners interested in streamlining revenue.
  • This online CPE webinar will be helpful for tax firm owners wanting to increase the efficiency of their payment process.
  • This online continuing education course will be insightful for practicing accountants interested in discovering innovative tools.

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)

Presenter

About Presenter

Adam Hale, CPA (US)

Co-Founder Summit CPA Group

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.

About Company

Summit CPA Group

www.summitcpa.net/

Summit CPA Group is a fully distributed accounting firm and leading provider of Virtual CFO Services in North America. In addition to providing VCFO coaching, CPA firm augmentation, Summit CPA Group is building a community of CPA firm owners who want to learn how to provide or enhance their existing VCFO service offerings. The CFO Community includes: free monthly CPE webinars, a Slack network, The Virtual CFO Playbook – a course dedicated to teaching CPA firm owners how to build and scale Virtual CFO services, and more. Join the community today and start getting the support you need to grow your firm!

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

33 Ratings

Excellent

21

Very Good

10

Average

2

Poor

0

Terrible

0

GN

Gretchen Newman, CPA (US)

Sep 23rd, 2021

The presenters were engaging and knowledgeable. Great class!

Cash Flow Management CPE Course

FREE

1 Credit

Subject Area

Finance

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