CPA - medium firm
Other
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
Michele, OH
"Webinar provided adequate information about the product, and I am speaking with our team about possible implementation of the services covered."
Linda, WA
"This was a great demo! I'm looking forward to using the trial to see if it helps us with our out-of-town clients that we engage with."
Jim, NC
"great presentation by Kallie, and very worthwhile. I can see how this system will save time, and money."
INDRANI, Other
"Yes,I enjoyed the webinar very much.It was informative and made very interesting"
Walter, NJ
"Very seful tool for firms with recurring monthly fee collections.."
Berry, GA
"Perfect, convenient and easy to follow"
Timothy, PA
"Excellent presentation. Great value!"
Kim, UT
"I do not have the need for this service but I am happy and now feel better informed about available alternatives for client billing."
Kallie Branciforte
Build Your Firm
Manager
kallie@buildyourfirm.com
(203) 318-8386
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.
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