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

  • CPA (CA)
  • CMA
  • CPA (US)
Cash Flow Management CPE Course

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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

Who Should Attend?

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