10 Ways Successful CPA Firms Use Payment Technology


Aug 22, 2019 | 12:00pm CDT

Amy Mann, Director of Communication at CPACharge, and Dustin Hall, Director of CPACharge, discuss how payment technology plays a vital role in the way professional services firms build efficiency, improve cash flow, and grow their business.

In this free one-hour webinar, you’ll learn:

  • Modern clients’ expectations from professional services and how to exceed them
  • How online payment solutions can help streamline your cash flow
  • Best practices for protecting your clients’ payment data
  • How reconciliation is simplified with online payment solutions

This CPE is perfect for any accounting professional or CPA firm who would like to modernize their practice and boost their bottom line in the process.


Presenter Details:

Dustin Hall, Director of CPACharge, has over a decade of experience developing and managing growth strategies for startups, mid-market and enterprise companies. Dustin holds numerous marketing, sales, and software certifications and has also been a frequent speaker on digital marketing and sales strategy for various industry organizations, as well as the ProVisors network of attorneys, CPAs and accountants.


Presenter Details:

Amy Mann is Director of Communications for AffiniPay and CPACharge. Amy is passionate about sharing the possibilities of payment technologies with leaders of accounting and law firms. She has experience working in the legal, financial services, and research industries over the past decade.

Course Details:

Release Date
Aug 22, 2019 | 12:00pm CDT
Course Duration
60 minutes
CPE Credits
1.00 hours
Formats Available
Live Webinar