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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
Presentation Length 1.0 hour

Recorded DateJanuary 19, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
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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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kallie Branciforte

Build Your Firm
Manager
[email protected]
(203) 318-8386

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Kallie is the Digital Team Manager at Build Your Firm where she manages a team of website developers and graphic designers.  Her background is in SEO, Online Media, and Social Media Marketing, which stems from experience running two successful blogs. Kallie enjoys helping accountants understand how to get found online through search engine optimized websites, local search, and internet marketing focused on lead generation using inbound marketing. 

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