Self-Study Course Details
Course Description

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

Author Details
  • Erika Segal
    Erika Segal

    Erika Segal is the Associate 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.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

FREE

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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