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

To see how many credits this course fulfills with your association: click here

Key takeaways

Just as important as completing your work is getting paid for that work! In this course, Erika Segal, Associate Brand Manager with CPACharge, will explain 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!

Learning Objectives
  • Identify ways to streamline your cash flow and drive revenue.

  • Discover tried and true methods to collect on outstanding receivables.

  • Distinguish your firm for payment success.

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.