Key takeaways
In this course, Erika Segal, the Associate Brand Manager at CPACharge, will walk through 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.
This course will cover:
Modern clients’ expectations from professional services and how to exceed them
How online payment solutions can help streamline your cash flow
Best practices for protecting your clients’ payment data
How reconciliation is simplified with online payment solutions
Learning Objectives
Discover how online payment solutions can help streamline your cash flow.
Identify best practices for protecting your clients' payment data.
Recognize how reconciliations are simplified with online payment solutions.
Prerequisites
None
Advanced Preparation
None
Instructors
Erika Segal Brand ManagerCPACharge
Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.