5 Tips To Impact Your Firm's Bottom Line CPE/CE Course

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5 Tips To Impact Your Firm's Bottom Line

Reviewed

November, 2023

Emiley Parker

Learning Objectives

To identify quick changes you can make to impact your bottom line.
To discuss the unique strategies of other successful firms.
To recognize how small shifts can influence your client satisfaction.

Course Description

"Bottom line" is used as a reference to any actions that increase or decrease the net earnings or a businesses’ overall profit. For instance, a business that is growing its earnings or reducing its overall costs is said to be improving its bottom line. It can be retained for future use in the business, distributed in the form of dividends, or used to repurchase shares of outstanding stock.

Maintaining a positive cash flow is essential for a CPA firm of any size. Keeping an eye on the firm’s bottom line is the first step to survive. However, to do that firms use a variety of best practices that help them manage their finance effectively. Many of these best practices are easy to know, explore, and can be implemented relatively quickly.

In this Online CPE course, Erika Segal, Associate Brand Manager with CPACharge will walk through five ways you can make small changes to your practice that will result in a significant positive impact on your bottom line.

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

Increasing transparency to your customers.
Virtual Assistants for time saving and efficiency.
Paperless documentation for ease of access, and secure storage.
Practice management to support various aspects of coordination and consolidation.
Online payment options for client satisfaction and getting paid faster.

Overview

Increase Transparency

5 mins
Open Communication

10 mins
Going Paperless

23 mins
Practice management software

31 mins
Online payment solutions

36 mins

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Business Mgmnt and Org for CPA in Canada
1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Emiley Parker

Brand Manager, CPACharge

Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.5

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Dale Scrimger, CPA (US)

The real life examples.

Kyle Rogers, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Great Webinar

Teresa Hughart, CPA (US)

Good info!

Edmund Pascual, CPA (US)

Fantastic!

Rebecca Mogensen, CPA/ABV, CPA (US)

Good ideas

1 Credit

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Subject Area

Business Mgmnt and Org

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5 Tips To Impact Your Firm's Bottom Line

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Emiley Parker

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Dale Scrimger, CPA (US)

Kyle Rogers, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Teresa Hughart, CPA (US)

Edmund Pascual, CPA (US)

Rebecca Mogensen, CPA/ABV, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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