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SBA PPP Loan Application & Forgiveness, Cash Flow Forecasting & Funding (COVID-19)

4.3 (813)

Sarah Wielens


Friday, May 22, 2020 | 02:00 PM EDT

  • CPA

1 Credit


Subject Area


Webinar Qualifies For

0.5 CPE credit of Finance for all CPAs

0.5 CE credit of Accounting & Payroll for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

This session will focus on the SBA PPP loan application and forgiveness parameters. It will also discuss tactical steps to extend your practice by providing cash flow forecasting & funding advisory services.

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

Learning Objectives

  • To identify and list the requirements of the SBA PPP program
  • To identify various SBA PPP loan forgiveness parameters
  • To identify various tactical steps for cash flow forecasting and management
  • To Identify how accountants can help their clients in and also introduce this as service

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Accounts Director
  • Business Owner
  • CFO/Controller
  • Chief Accounting Officer
  • Cloud Accountants
  • Cloud Firms
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Innovation Manager/Director
  • Outsourced CFO
  • Practice Administrators
  • QB Pro Advisor
  • Senior Accountant
  • Tax Firm
  • VP Accounts
  • VP Finance
  • Xero Advisor
  • Young CPA


    [no_of_record] => 813
    [average] => 4.2817




The course content prepared by Sarah is extremely inline to real time scenarios where in our clients require PPP funds . Kudos to the presenter for the knowledge of the subject and the ease of explaining concepts.


Very informative presentation. This webinar was amazing. Sarah provided a lot of information in a very organized manner. I can use this information for myself or my colleague. I highly recommend this webinar for anyone who is looking to take the benfeits of SBA PPP Loans.


I am very glad I found this webinar. It was information that I really needed especially at this point of time. It was a good experience as all the topics were covered and very well explained. Response for questions asked in QA section is almost quick. Thank you myCPE.


This was great! I actually understood the necessary information regarding SBA Payroll Protection Program (PPP) funds. The presentation was very easy to understand.


Excellent source for the information regarding SBA Loans. I hope I can use the service to help my clients.


Its great that you have a process where you can help business owners with the PPP loans. I feel there was a significant amount of information presented in a short amount of time. The webinar has really helped me to understand the key concepts. Handout materials are excellent.