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Self-Study CPE
HOW TO PREPARE A BUSINESS PLAN AND SECURE FINANCING
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MANAGING YOUR STAFF
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CREATING AN INNOVATION STRATEGY FOR ACCOUNTING FIRMS
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GROWING FROM 0-100 CLIENTS, OVERCOMING HURDLES AT EACH STAGE
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CREDIT CARD SURCHARGING AND OTHER TECHNIQUES TO REDUCE YOUR CREDIT CARD FEES

THIS COURSE IS GEARED FOR COMPANIES ACCEPTING OVER $50K PER MONTH IN CREDIT CARD PAYMENTS (AND THE FIRMS THAT ADVISE THEM) 
Cost Free   CPE Credits 1.0 hour   Subject Area Business Management and Organization  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CFO / Controller
CPA - medium firm
CPA - large firm
Other 
Course Description

This training on credit card surcharging will discuss the guidelines on how a company can legally surcharge a customer for paying with a credit card. When considering implementing a credit card surcharging policy, it is important to understand the rules that need to be followed, the risks that exist and the pros and cons of doing so. It will also cover other techniques to help a company minimize its credit card processing fees.

Learning Objectives:


  • Industry History

  • Who Makes the Money

  • Understanding the rules and regulations

  • Learning which states do not allow

  • How to Start

  • Limits on Card Types

  • How Much Can you Surcharge

  • Free Audit Analysis

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Jeremy Layton

Verisave.com
Chief Executive Officer
jlayton@verisave.com
(801) 643-5969

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Jeremy Layton started JTP & Associates back in 2001 with the service of identifying and collecting overpayments made by their customers to their suppliers. In 2010 Jeremy noticed that most of his customers were paying a lot of money to process credit card payments. After digging a little deeper, he found that most of his customers were actually paying much more than they needed to and Jeremy was determined to help them reduce these fees. Over the past 7 years Jeremy has become an expert in all things relating to the credit card processing industry. In fact, last year alone JTP & Associates saved its customers over $5.3 million on credit card processing fees.

Handout Materials
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.

Nasba

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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Verisave is a seasoned auditing company that helps organizations identify and eliminate excess merchant processing fees. Since 2002, the Verisave team has served clients throughout the United States in a variety of industries by providing clarity and transparency in a complicated area of business. Our team of processing industry experts brings experience and knowledge to the table with one goal–to identify and implement measurable savings for your business.