Best Practices For CPA Firms To Manage Cash Flow And Get Paid Quickly

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: September, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Improving your process: billing and collection
    2 mins
  • Credit Card Authorization Forms
    15 mins
  • How this applies to your firm
    25 mins
  • Sample EOY AR Worksheet
    34 mins
  • People believe credit and debit are safer
    55 mins

Course Description

Every business irrespective of its size and scale deals with the challenge of getting paid in time. Larger businesses may survive missing receiving small payments and delay in the large ones. However, for small and micro-businesses it will be the difference between ordering new inventory and having empty shelves with even one late payment. The fact is it is just as important as completing your work is getting paid for that work!

For a modern business, several ways may help collect your customer payments faster for years to come and the continued success of your business. Some of these are from making the switch to digital invoices and accepting multiple forms of payment. 

In this Online CPE Course, Erika Segal, Associate Brand Manager with CPACharge, explores the subject of how you can tackle your current billing and collections while also making smart steps for driving cash flow in the future. We all want to get paid faster and more reliably. This course will help you inculcate this into your business and practice management.

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

  • How to improve your process of billing and collections.
  • Path professionals have tried to maximize collections.
  • How to manage to collect on aged Accounts Receivable.
  • Set yourself up for future challenges using technology.

Learning Objectives

  • To identify ways to streamline your cash flow and drive revenue.
  • To discuss tried and true methods to collect outstanding receivables.
  • To distinguish your firm for payment success.

Recommended For

  • This CPE webinar is intended for CPAs in small, and mid-sized, and large firms.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Public Accountant (CPA)
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CPE Credit for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit of Finance for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

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

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, 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 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.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

347 Ratings

Excellent

214

Very Good

118

Average

11

Poor

3

Terrible

1

DR

Danielle Runyon, CPA (US)

Oct 13th, 2021

Good presentation, consistent with my current experiences of collections and payment processes. Only feedback I have on the self study is the review questions - there was at least one question where the choices contained errors (ie, one of the multiple choice answers was incomplete and I had to make an assumption of what was meant by the choice.) Otherwise, good presentation.

TH

Teresa Hughart, CPA (US)

Dec 27th, 2021

Great information that we'll be able to apply in our everyday work.

DS

Dale Scrimger, CPA (US)

Aug 5th, 2022

The simplification of the material and the real life examples

VP

Viet Pham, Accountant, CPA (US)

May 19th, 2022

great session, informative and easy to follow. thanks!

RM

Rebecca Mogensen, CPA/ABV, CPA (US)

Nov 7th, 2021

Very helpful

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