Webinar Details
Course Description

There's a lot to think about when you're starting your new firm. While you may be doing many things right, in this webinar we're going to share the 8 mistakes many new accounting firms make, and how to avoid them. Whether you're in the process of starting your firm or you've been in business for many years, this course will be informational for all accounting professionals.

Learning Objectives
  • Discover the most common mistakes firms make.
  • Recognize how you can avoid these pitfalls.
  • Explore strategies that most successful new firms use.
Prerequisites
  • None
Who Should Attend

CPAs, managers, owners, and administrators of accounting firms who process client payments.

Advanced Preparation

None

Presenter Details
  • Amy Mann

    Amy Mann is Director of Communications for Affinipay and CPACharge. Amy is passionate about sharing the possibilities of payment technologies with leaders of accounting and law firms. She has experience working in the legal, financial services, and research industries over the past decade. 


  • 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.
Date & Time
Thursday, May 27, 2021

3:00 PM EDT (see additional timezones)

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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