Company details
CPACharge provides CPAs, EAs and accounting professionals with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their websites or on-the-go. Trusted by more than 150,000 professionals, CPACharge requires no contracts, setup or cancelation fees and is the only payment solution offered by the AICPA as a member benefit.
Presenters
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Erika Segal
- Brand Manager
- CPACharge
Erika Segal is the Brand Manager for CPACharge. 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.
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Jon Lokhorst, CPA, ACC
- Speaker for CPACharge
- CPACharge
Jon Lokhorst, CPA, ACC, is a leadership coach and consultant. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navigate those challenges. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, and organizational leader.
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Kelly Sistrunk
- Chargebacks Manager for CPACharge
- CPACharge
Kelly is the Chargebacks Manager for CPACharge and AffiniPay. Kelly is an expert when it comes to chargebacks, risk and fraud, and customer service.
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Ilya Radzinsky
- Co-Founder & COO of TaxDome
- CPACharge
Co-Founder & COO of TaxDome; an all-in-one solution for tax and accounting professionals to manage their practice smarter, faster, and more affordably.
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Keely Leonard
- Public Relations and Social Media Manager
- CPACharge
Keely Leonard is the Social Media & PR Manager for CPACharge. Keely has over seven years of experience in marketing, advertising, social media and public relations.
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Christophe Reglat
- Presenter
- CPACharge
As President and CEO, Christophe leads the Coaxis team, serving clients in all 50 states, Canada, and India. Professionally, Christophe is recognized as an industry expert in managed data hosting and cybersecurity. He is an active Board and Executive Council member for the Florida Technology Council. Christophe serves as a member on the FBI’s Counter-Intelligence Task Force and has been invited to conduct Cybersecurity training with the FBI.
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Emiley Parker
- Brand Manager
- CPACharge
Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.
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Edgar Espinoza
- Guest Speaker
- CPACharge
Edgar is a Product Implementation expert, passionate about finding straightforward and seamless solutions for Tax & Accounting practices worldwide. He’s dedicated to the end-user experience and inspired by the splendid results and growth achieved working with hundreds professionals in the industry.
Upcoming live webinars
Self-Study Courses
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Improving Your Client Communication Strategy: A Guide for Accounting Professionals
- Credits: 1.00
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Making the Hybrid-Work Model Work for Your Firm and Your Clients
- Credits: 1.00
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How to Onboard A New Client to Your Accounting Firm
- Credits: 1.00
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5 Tips to Impact Your Firm's Bottom Line
- Credits: 1.00
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8 Mistakes New Accounting Firms Make and How to Avoid Them
- Credits: 1.00
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Everything You Need to Know About Surcharging
- Credits: 1.00
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Best Practices for CPA Firms to Manage Cash Flow and Get Paid Quickly
- Credits: 1.00
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10 Ways Successful CPA Firms Use Payment Technology
- Credits: 1.00
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Tricks for Disputing and Managing Chargebacks
- Credits: 1.00
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Working Remotely - 5 Strategies for Success
- Credits: 1.00
Resources
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Accounting Client Intake Form TemplatesEvery accounting firm needs a proper client intake process...
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Sample Security Policy for CPA FirmsHaving an official security policy is important...
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Having an official security policy is importantLearn the top eight dos and don’ts for creating and managing passwords in your practice.
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Sample Credit Card Authorization FormtAdd a credit card authorization form to your client intake process.
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ACH Authorization FormAutomate your billing to save time and maximize your cash flow.