Webinar Details
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.
Advanced Preparation
None
Presenter Details
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Kelly A. Rohrs, CPA
- Founder
Kelly has always been fascinated with numbers and business. An entrepreneurial spirit and passionate work ethic are two traits that have been passed down from past generations. It’s as if they run in her blood.
With over a decade of experience in public accounting, Kelly specializes in providing tax, accounting and advisory services to small to medium sized businesses in the professional service industries. Kelly is highly respected within the accounting community was named "Top 40 Under 40 CPA" by CPA Practice Advisor in 2024. She is active in professional organizations from which she has received numerous awards and mentions for her work in the field.
NASBA Sponsor
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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
CPE
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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.
Purchase options
Live Webinar
Getting Paid Faster: A Modern CPA Firm's Guide to Billing, Retainers, and Collections
Sponsored by 8am™ CPACharge
- Aug 11, 2026
- 12:00 PM EDT
- Credits: 1.00
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