10 Ways Successful CPA Firms Use Payment Technology

Learning Objectives

• To discuss how online payment solutions can help streamline your cash flow.
• To identify best practices for protecting your clients' payment data.
• To recognize how reconciliations are simplified with online payment solutions.

Course Description

The accounting landscape is changing rapidly. With the increased rate of changes going around one word that defines the greatest challenges and opportunities for CPAs is complexity. To keep pace with the client expectation and changing trends, the firms are required to rethink their strategies for practice management, client services, and service experience.

Traditionally demanding tasks have become simple and streamlined with new technologies. Especially getting paid in a timely manner was one of the biggest challenges for many accounting firms. With modern tools invoicing and billing, the firms are enjoying the benefits of:

• Increased chances of getting paid in time
• Ease of use for clients
• Maintain compliances by not storing key client information

In this CPE course, Erika Segal, the Associate Brand Manager at CPACharge, will walk through how payment technology plays a vital role in the way professional services firms build efficiency, improve cash flow, and grow their business. This Online CPE Webinar is perfect for any accounting professional or CPA firm who would like to modernize their practice and boost their bottom line in the process.

Major topics covered in this Business Organization and Management online CPE webinar:

• Modern clients’ expectations from professional services and how to exceed them.
• How online payment solutions can help streamline your cash flow.
• Best practices for protecting your clients’ payment data.
• How reconciliation is simplified with online payment solutions.

Overview

• To deliver a better client experience

  3 mins
• To appear more professional / up-to-date

  11 mins
• To streamline their workflow

  15 mins
• To provide flexibility and customization

  25 mins
• To protect their practice: What your service providers should do?

  39 mins
• What is a chargeback and why do they happen?

  47 mins