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BOOSTING CASH FLOW- ESSENTIAL WAYS TO GET PAID FASTER

Cost Free
CPE Credits 1.5 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In most CPA practices, getting paid promptly is an ongoing hassle and badgering existing clients for past due bills is what we all hate to do.

As you probably know, most small business owners pay rent, utility bills, payroll and other expenses before paying their accountant. Rather than accepting this, learn what proactive steps you should be taking and what tools savvy CPA firms are using to process payment quicker and have more control over accounts receivable.

This webinar will be instructed by a practicing CPA, Allan Ratafia. Learn what changes Allan has made in his accounting practice to improve cash flow and why he is so excited about this new payment processing tool called ePay.

At the end of this session, there will be a demonstration of Build Your Firm’s payment processing portal called ePay. This convenient tool facilitates payment by ACH (eCheck), credit card processing and bank wires. Allan developed this tool for his accounting practice so they can conveniently process payment in one easy-to-use tool.

Learning Objectives

  • Learn how many days it takes for CPA firms to get paid

  • Learn how to get paid much faster than traditional methods

  • Learn how to lower your uncollectibles

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Allan is a Price Waterhouse & Co. alum. In 1993, he started his own accounting firm, Ratafia & Co., CPAs, PC. In the late 1990’s, Allan developed a unique marketing and practice management system to efficiently manage the work flow so he could keep his staffing needs to a minimum and realize higher hourly fees. In 2003, Allan co-founded Build Your Firm. Allan’s practice development system enabled him to build his own practice into a highly successful firm with hundreds of clients. The net result is that his practice runs efficiently (generates more than $300k in fees per full-time staff), they never work nights or weekends, and operates with profit margins more than twice the industry standard (higher than 70%). Today, Allan oversees his accounting practice, teaches his practice development system to thousands of accountants each year, plays softball and football recreationally, enjoys skiing in Vermont and takes several weeks of vacation each year.

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Dawn Hendrixson

Build Your Firm
Director of Marketing
dawn@buildyourfirm.com
(888) 999-9800

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Dawn graduated from Elon College with BA in Psychology. She has over 18 years of diversified marketing experience across a broad range of industries including banking, publishing, internet media and professional services industries. While she enjoys in all areas of marketing, she has a particular interest and expertise in new media technologies, internet marketing, website development and social media marketing. Prior to Build Your Firm Dawn was Marketing Communications Manager for a bank where she was responsible for mass media communications, direct mail marketing and Web initiatives for the bank. Prior to the bank, she was Director of Marketing for eBuild.com, a division of business-to-business publisher Hanley-Wood, LLC. While there Dawn was part of the team that was responsible for launching Hanley-Wood’s Web division and bringing the company’s award-winning magazines online, including industry leader BUILDER Magazine. In her spare time, Dawn enjoys spending time with her husband and two sons. Her favorite way to spend free time is reading, cooking for family and friends or tending to her ever-growing garden.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Build Your Firm is a practice development firm dedicated to the accounting industry. We offer a proven practice development system that enables accountants to operate practices at higher profit margins, realize higher hourly fees, and operate the practice with less stress. Build Your Firm provides continuing education training to thousands of accountants each year on marketing, selling, and practice management topics. Our core services are: • Website Development (all types of accounting practices) • Accounting Marketing • Practice Management • Outsourced Marketing and Coaching