CPE Courses

CPACharge offers a variety of free CPE courses for CPAs and accounting professionals looking to earn CPE credits online. Browse our live and on-demand courses below.

Upcoming Live Course

CPACharge hosts our live CPE courses and manages CPE accreditation through our partners at Encoursa. CPE credit is earned following live webinar attendance only.

Tuesday, October 17, 2023 2:00 PM EDT

Improving Your Client Communication Strategy: A Guide for Accounting Professionals

1 Hour Credit

In general, accounting professionals tend to focus more on getting the job done and not so much on how they interact with clients during the process. However, continuously improving client communication is remarkably important and an important strategy to improve client retention and increase referrals. In this webinar, Emiley Parker, Brand Manager of CPACharge, and Edgar Espinoza, Sales Manager with TaxDome, will discuss everything you need to know but didn't think to ask about email marketing and social media as well as how and when to communicate with your clients. Whether you know your communication needs improvement or you just want to learn the current best practices, you don't want to miss this session.

Register Here

On-Demand CPE Courses

CPACharge manages on-demand CPE courses and accreditation through our partners at Encoursa. CPE credits will be accessible through your dashboard immediately after passing the qualified assessment.

On-Demand

Improving Your Client Communication Strategy: A Guide for Accounting Professionals

1 Hour Credit

In general, accounting professionals tend to focus more on getting the job done and not so much on how they interact with clients during the process. However, continuously improving client communication is remarkably important and an important strategy to improve client retention and increase referrals. In this webinar, Emiley Parker, Brand Manager of CPACharge, and Edgar Espinoza, Sales Manager with TaxDome, will discuss everything you need to know but didn't think to ask about email marketing and social media as well as how and when to communicate with your clients. Whether you know your communication needs improvement or you just want to learn the current best practices, you don't want to miss this session.

On-Demand

8 Mistakes Accounting Firms Make and How to Avoid Them

1 Hour Credit

There's a lot to think about when managing your firm. While you may be doing many things right, there are some common mistakes many firms make that can put them behind the eight ball. In this course, Emiley Parker, Brand Manager with CPACharge, will walk through eight mistakes many accounting firms make, and explain how to avoid them. Whether you're in the process of starting your firm or you've been in business for many years, this course will be highly informational for all accounting professionals.

On-Demand

How to Onboard a New Client to Your Accounting Firm

1 Hour Credit

Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don't take the time to plan out this fundamental phase. In this webinar we'll discuss how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don't yet have one in place, this presentation is for you.

On-Demand

Beyond Busy Season: 5 Strategies for Year-Round Revenue

1 Hour Credit

For many accounting firms, tax season is crucial for driving the majority of their annual business. Coupled with tight deadlines, a seasonal business can lead to a stressful workplace with high turnover and irregular cash flow. Having a strategy to stabilize your revenue year-round can help improve your firm's profitability, with the added benefit of reducing seasonal stress and improving team morale. In this webinar, Emiley Parker, Brand Manager with CPACharge will outline five strategies you can use at your practice to expand services, stay top-of-mind with clients, and attract talent, all while stabilizing your revenue year-round.

On-Demand

Cyber-Liability and the Credit Card Industry

1 Hour Credit

If your firm accepts credit card payments or is thinking of doing so, don't miss this course. The payment card industry has high standards when it comes to collecting and storing clients' payment information. In addition, cybersecurity continues to be one of the top concerns for most firms when it comes to risk management. Learn what you must do to ensure you are complying with the rules of the payment card industry and protecting yourself from potential data breaches.

On-Demand

Fit for the Future: Leveraging Technology To Attract Talent & Clients

1 Hour Credit

In 2023 and beyond, technology continues to have a major influence not only on client satisfaction, but also on how firms can attract and retain talent. In this session, we will discuss how technology continues to reshape the way professional services firms like yours conduct business, and why embracing a modern tech stack is crucial to win the talent wars, while providing an exceptional client experience. In this course, Emiley Parker, Brand Manager with CPACharge will also look at how client expectations are shifting and explore the ways online payments help you streamline your workflow—and boost your cash flow.

On-Demand

7 Ways to Improve Your Firm's Bottom Line

1 Hour Credit

Maintaining a positive cash flow and improving your firm's profitability is essential for accounting firms of any size. If you aren’t keeping a proper eye on your firm’s bottom line, it simply cannot survive. The most successful accounting firms use a variety of best practices to manage their finances effectively, many of which can be implemented relatively quickly. In this course, Emiley Parker, Brand Manager with CPACharge will walk through seven ways you can make small changes at your practice to streamline operations, retain clients and generate more profits, all to improve your bottom line.

On-Demand

Working Remotely: How your Firm and Clients Can Succeed

1 Hour Credit

Working remotely is becoming the norm, with many firms embracing remote or hybrid-work models to compete for great accounting talent. As a growing number of accounting and finance professionals work outside the office, it is more important than ever to deploy work-from-home strategies to find the right work-life balance, maintain or increase your productivity, and provide value to your clients. In this webinar, Emiley Parker, Brand Manager for CPACharge, will walk through the unique challenges that can negatively impact both the business and health of today's accounting professionals — as well as outline key strategies you can use to turn remote work into remote wins.

On-Demand

Improving Your Client Communication Strategy: A Guide for Accounting Professionals

1 Hour Credit

In general, accounting professionals tend to focus more on getting the work done and not so much on how they interact with clients to actually get it done. However, continuously improving client communication is remarkably important and should be a top priority. In this webinar, Erika Segal, Associate Brand Manager of CPACharge, and Keely Leonard, Public Relations and Social Media Manager of CPACharge, will discuss everything you need to know but didn't think to ask about email marketing and social media as well as how and when to communicate with your clients. Whether you know your communication needs improvement or you just want to learn the current best practices, you don't want to miss this session.

On-Demand

Working Remotely - 5 Strategies for Success

1 Hour Credit

With many firms embracing remote and hybrid-work models, a growing number of accounting and finance professionals are working remotely. It is more important than ever to deploy work-from-home strategies to find the right work-life balance, maintain or increase your productivity, and provide value to your clients. In this webinar, Emiley Parker, Brand Manager for CPACharge, will walk through the unique challenges that can negatively impact both the business and health of today's accounting professionals — as well as outline key strategies you can use to turn remote work into remote wins.

On-Demand

5 Tips to Impact Your Firm's Bottom Line

1 Hour Credit

Maintaining a positive cash flow is essential for CPA firms of any size. If you aren’t keeping a proper eye on your firm’s bottom line, it simply cannot survive. The most successful CPA firms use a variety of best practices to manage their finances effectively, many of which can be implemented relatively quickly. In this course, Erika Segal, Associate Brand Manager with CPACharge will walk through five ways you can make small changes to your practice that result in a significant positive impact on your bottom line.

On-Demand

Making the Hybrid-Work Model Work for Your Firm and Your Clients

1 Hour Credit

As we make our way back to the "new normal", many businesses are looking towards a hybrid work model for their employees, as well as their clients. In this webinar we'll talk about what a hybrid work model is, and how you can make it work for your accounting firm. Whether you've begun adapting to a hybrid work model already or you're just considering it for the future, you don't want to miss out on this helpful topic!

On-Demand

How to Onboard a New Client to Your Accounting Firm

1 Hour Credit

Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don't take the time to plan out this fundamental phase. In this webinar we'll discuss how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don't yet have one in place, this presentation is for you.

On-Demand

Best Practices for CPA Firms to Manage Cash Flow and Get Paid Quickly

1 Hour Credit

Just as important as completing your work is getting paid for that work! In this webinar we'll discuss how you can tackle your current billing and collections while also making smart steps for driving cash flow in the future. Let's face it, we all want to get paid faster and more reliably, and this course will help you do just that!

On-Demand

8 Mistakes New Accounting Firms Make and How to Avoid Them

1 Hour Credit

There's a lot to think about when you're starting your new firm. While you may be doing many things right, in this webinar we're going to share the 8 mistakes many new accounting firms make, and how to avoid them. Whether you're in the process of starting your firm or you've been in business for many years, this course will be informational for all accounting professionals.

On-Demand

Tricks for Disputing and Managing Chargebacks

1 Hour Credit

Any firm that accepts credit cards could face a payment dispute or chargeback at some point. In this course we'll discuss the history of chargebacks, provide tips for how you can manage and dispute chargebacks when they occur, and explain how to use proper processes to help avoid them in the future.

On-Demand

10 Ways Successful CPA Firms Use Payment Technology

1 Hour Credit

How payment technology plays a vital role in the way professional services firms build efficiency, improve cash flow, and grow their business. This course is perfect for any accounting professional or CPA firm who would like to modernize their practice and boost their bottom line in the process.

On-Demand

Working Remotely - 5 Strategies for Success

1 Hour Credit

This course walks through the unique challenges that can negatively impact both the business and health of today's CPAs and accountants—as well as outline key strategies you can use to turn remote work into remote wins.

On-Demand

Modernize Your Firm and Win More Clients with Online Payments

1 Hour Credit

How technology continues to reshape the way professional services firms like yours conduct business, and why a modern payment technology is crucial to providing an exceptional client experience today. Also looks at how client expectations are shifting and explore the ways online payments help you streamline your workflow—and boost your cash flow.

On-Demand

Cyber-Liability and the Credit Card Industry

1 Hour Credit

If your firm accepts credit card payments or is thinking of doing so, don't miss this course. The payment card industry has high standards when it comes to collecting and storing clients' payment information. Learn what you must do to ensure you are complying with the rules of the payment card industry and protecting yourself from potential data breaches.