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Modernize Your Firm And Win More Clients With Online Payments

  • ACCT/BK
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • 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

  • How technology is revolutionizing business
    2 mins
  • People believe credit and debit are safer
    15 mins
  • What makes a great client experience it's frictionless.
    21 mins
  • Optimizing workflow and cash flow
    35 mins
  • Let the experts handle PCI Compliance
    39 mins

Course Description

For some industries like accounting, technology is a double-edged sword…! On one hand, it has become an essential part to successfully run an accounting business. On the contrary, it skyrocket client expectations and created numerous operating challenges and complications. With the challenges of the pandemic, the expectations from the client in terms of making the processes paperless and payment solutions have been very specific.

In this Business Organization and Management Online CPE webinar, the speaker Erika Segal will discuss the following key questions in this context:

  • How client expectations are shifting for CPA firms?
  • How does the technology continue to reshape the way professional services firms such as CPAs conduct business?
  • Why a modern payment technology is crucial to providing an exceptional client experience today?


These questions will cover the following Key Topics:

  • Technology is revolutionizing business.
  • The role of technology in delivering a great client experience.
  • Key costs of doing business in 2021.
  • Optimizing Work-flow and Cash-flow with a modern payment system.


This CPE/CE webinar will also shed light on how you can explore the ways online payments may help you streamline your workflow—and boost your cash flow.

Learning Objectives

  • To identify how technology continues to revolutionize business.
  • To discuss what it takes to deliver a great client experience today.
  • To recognize the changing costs of doing business in 2021 and beyond.
  • To identify how payment technologies help you optimize workflow and cash flow.

Recommended For

This CPE webinar is intended for CPAs, CMAs, CIAs, and other professionals in small, and medium-sized firms.

Who Should Attend?

  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Cloud Accountants
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit for Certified Internal Auditors (CIA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)

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

Erika Segal

Associate Brand Manager, CPACharge

Erika is a champion of brand management, email marketing, copywriting, social media tools, and technologies, with a track record of creating and implementing successful social media and email marketing programs.

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.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • 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

335 Ratings

Excellent

218

Very Good

101

Average

16

Poor

0

Terrible

0

JCJ

Jojo Chuk Joannak1128@gmail.com, CPA (US)

Apr 1st, 2022

0

AP

Alan Pickett, CPA (US)

Jan 26th, 2022

n/a

VT

Vidas Turavicius, CIA

Dec 31st, 2021

That was interesting. FinTech companies are now on the top.

TH

Thuong Hoang, CPA (US)

Feb 17th, 2022

good

MA

Megan Austin, CPA (US)

Apr 7th, 2022

n/a

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