5 Tips To Impact Your Firm's Bottom Line

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Increase Transparency

5 mins
Open Communication

10 mins
Going Paperless

23 mins
Practice management software

31 mins
Online payment solutions

36 mins

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.

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.

Recommended For

This CPE webinar is intended for CPAs in small, medium, and large firms. It is not intended for those in private accounting.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Certified Public Accountant (CPA)
CPA (Industry)
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
Senior Accountant
Staff of Accounting Firm
Young CPA

Course Qualification

Webinar Qualifies For

1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookeeper
1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
1 CPD Credit for CA - ICAEW
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CPD Credit for Chartered Certified Accountants (ACCA)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

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.

Presenter

About Presenter

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.

About Company

CPACharge

cpacharge.com

CPACharge provides CPAs, EAs, and accounting professionals with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their websites or on the go. Trusted by more than 150,000 professionals, CPACharge requires no contracts, setup or cancelation fees and is the only payment solution offered by the AICPA as a member benefit.

Faq

FAQs content

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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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