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

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


  • 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.

Who Should Attend?

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





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.