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5 Tips to Impact Your Firm's Bottom Line

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Key takeaways

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.

Learning Objectives

  • Identify quick changes you can make to impact your bottom line.

  • Discover unique strategies of other successful firms.

  • Recognize how small shifts can influence your client satisfaction.

Prerequisites

  • None

Advanced Preparation

None

Instructors
Erika Segal Headshot

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.