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Free cpe webinars
Best Practices for CPA Firms to Manage Cash Flow and Get Paid Quickly

BEST PRACTICES FOR CPA FIRMS TO MANAGE CASH FLOW AND GET PAID QUICKLY

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

If you're one of the many CPA firms who say they aren't getting paid quickly enough, now is the time to implement strategies to get paid on time. But how can a firm shift from reactive billing strategies to a more proactive payment strategy without disrupting operations?

Hear from Erika Segal, Associate Brand Manager with CPACharge, and leaders at Summit CPA Group as they explain how to tackle your current billing and collections while also making intelligent steps for driving cash flow in the future.

Learning Objectives: 


  • Identify ways to streamline cash flow and drive revenue

  • List tried and true methods to collect on outstanding receivables

  • Distinguish your firm for payment success

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Adam Hale

Summit CPA Group
Co-Founder/COO
ahale@summitcpa.net
(260) 497-9761

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Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses on coaching his team and other accounting firms to deliver successful Virtual CFO Services. Throughout his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.

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Tom Wadelton is a Virtual CFO at Summit CPA Group. As a Virtual CFO, Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews his clients’ key drivers to understand the company better and offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect.

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Erika Segal

CPACharge
Associate Brand Manager
erika@cpacharge.com
(844) 352-4705

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Erika is a champion of brand management, email marketing, copywriting, social media tools, and technologies, with a track record of creating and implementing successful social media and email marketing programs.

About Our Presenter

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Summit CPA was founded in February of 2002 in Fort Wayne, Indiana with the focus of taking a non-traditional approach to accounting. They did not want clients to be hesitant when called because they were afraid of the end result – A BILL.

Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.

By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.

Do clients like the non-traditional approach? Summet CPA thinks they do.