Key takeaways
What does it take to run a successful, modern CPA firm in 2021 and beyond? In this session, we will discuss 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. We 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.
Learning Objectives
Identify how technology continues to revolutionize business.
Discover what it takes to deliver a great client experience today.
Recognize the changing costs of doing business in 2021 and beyond.
Identify how payment technologies help you optimize workflow and cash flow.
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.