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.
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.
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.