Course Description

Most accounting firms leave money on the table—not from bad work, but from slow billing cycles, inconsistent retainer structures, and payment friction that makes clients delay. This session gives you a practical, repeatable system for getting paid faster without sacrificing client relationships.

We’ll walk through how leading CPA and accounting firms have redesigned their billing workflows — from the first engagement letter to the final payment — to reduce AR days, eliminate awkward collections conversations, and create cash-flow predictability year-round, not just at tax season.

Learning Objectives

• Identify common billing, retainer, and collections challenges that contribute to delayed client payments and increased accounts receivable days in CPA firms.
• Recognize practical workflow improvements, from engagement letters through final payment, that can help accounting firms reduce payment friction, improve cash-flow predictability, and preserve client relationships.

Prerequisites

• None

Who Should Attend

CPAs, accounting, and finance professionals who work at firms.