CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Getting paid faster post-tax season

4.3 (16)

Trilby Lawless

BigTime Software

Wednesday, June 09, 2021 | 12:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

You did it. Another tax season is concluding and it’s time to turn those hours worked into money in your account.

Getting paid is one of the most critical parts of your business. The good news is, invoicing and collecting payments shouldn’t have to be a chore. 

With BigTime’s full-service solution, you can track time and expenses, send invoices and collect payment - all while keeping your clients in the know every step of the way.  Join this online webinar to see first-hand why staying on top of your bottom line has never been so easy.

In this online free CPE course, the speaker will walk you through how BigTime automates the billing process, so your firm can get paid earlier, with less effort from your team.

The online webinar will demonstrate how BigTime can be a key tool to ease your hassles by: 

  • Creating and sending custom invoices with time-and-expenses, retainers or create a custom invoice model
  • Auto generating & scheduling invoices, so you can take one more thing off your plate
  • Attaching payment links in your invoices to get you paid faster with BigTime Wallet
  • Allowing your clients to pay with a click of a button, from anywhere and on any device
  • Quickly and easily scheduling recurring payments
  • Say goodbye to dealing with the hassle of switching between invoicing and payments software
  • Enabling your clients to track all of their payments in a branded payments client portal
  • Seamless QuickBooks Integration to eliminate double entry
  • Gaining financial insight with robust analytics

This will be a very exciting webinar for the CPAs and Tax professionals as they will learn how modern-day systems are helping them and their clients. 

Learning Objectives

  • To recognize Professional Services Automation through BigTime
  • To identify Time & Expense Tracking in BigTime
  • To explore Billing & Invoicing features in BigTime
  • To post invoices directly to QuickBooks
  • To collect payments from BigTime Wallet or QB

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • Certified Public Accountant
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Tax Practitioners
  • Tax Professionals
  • Young CPA

Testimonial

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