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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
How to get Paid Faster for Client Services

HOW TO GET PAID FASTER FOR CLIENT SERVICES

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this busy world, who has time to chase clients for payment? After all, time is much better spent doing anything other than nagging clients for their late payments.  

In this webinar, presenter Geni Whitehouse will share proactive steps to take to improve your firm’s billing and payment so that you BILL & GET PAID FASTER from your clients!

Don’t stick to traditional measures that happen far too late in the process (generally only after an invoice is past due) but instead learn to apply new measures and tools far earlier in the process.

Geni will show you how to spot the trouble spots, apply automation, and then create measures to track your progress. Leave this session ready to review your current process and armed with ways to improve it.

Learning Objectives:


  • Identify trouble spots that lead to poor client collections

  • Recognize how automation can help at each step of the process

  • Identify how to create measures that drive the results you desire

  • List the tools you should be using to speed up the billing and payment process

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry, and is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, which is available on Amazon.com.

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.
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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.

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About Our Sponsor

Coreaccountant
BQE Software makes innovative practice management software for professional services firms. Its products—including BQE Core, BQE BillQuick, BQE ArchiOffice and BQE EngineerOffice centralize and streamline the way firms enter and use information for time tracking, billing, project management and accounting. This gives them the speed, flexibility, and insight necessary to rapidly make informed decisions, increase productivity, and grow profits. The product development of BQE’s solutions is guided by industry experts, including an engineer, an architect, and an accountant who was twice named one of the most influential people in the field by Accounting Today. BQE has won numerous awards from trusted sources including CPA Practice Advisor, K2, the Sleeter Group, and more. With more than 400,000 users worldwide, BQE Software is trusted by leading architects, engineers, accountants, attorneys, IT specialists, and business consultants.