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Engagementagreements buildyourfirm

GROUP DEMO: ENGAGEMENT AGREEMENTS NOW DRIVE ONLINE PAYMENTS

This session is for public CPA or tax firms. The teaching content is NOT suitable for non-owners/managers or anyone working in a corporate setting. Please ONLY register if you are an owner or intend to open your own practice. 
Cost Free   CPE Credits 1.0 hour   Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
Course Description

For this upcoming tax season, learn how accountants are using one integrated system to provide engagement agreements and then get paid in an automated fashion.  With this new approach, the days of mailing out and/or emailing out invoices are essentially over.  This new approach connects the signed engagement agreement to electronic payments from eCheck (ACH), credit cards and debit cards, dramatically reducing your aged receivables.

Learn about how accounting firms are using BizPayO to:


  • Deliver and receive engagement agreements electronically

  • Obtain payment authorization to get paid via eCheck, credit cards and debit cards

  • Receive payment for recurring payments and one-time payment automatically

  • No equipment or swiping needed

  • All done within one integrated system


Going forward, this will eliminate accounts receivable in your accounting practice and provides you with control over cash flow.

And because this system was designed by a practicing CPA who is thrifty, you will also learn how this is delivered in the lowest cost approach.
 
Learning Objectives


  • Learn why CPAs want new engagement agreements to authorize online payment processing

  • Learn how CPA Firms get total control over cash flow and shrink accounts receivable using this integrated system

  • How this payment system is the absolute lowest cost approach to getting paid

  • How this payment system accepts monthly (recurring) and one-time payments from eCheck, credit cards and debit cards

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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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Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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NASBA Approved

CPAwebengage, Inc. (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.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

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