CPAacademy.org | AVOID GHOSTING & SECURE REVENUE: THE PROPOSAL TO CASH

Content Provider

Self-Study CPE

ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Avoid Ghosting & Secure Revenue: The Proposal to Cash Formula

Software Demo Included

Business Management and Organization

AVOID GHOSTING & SECURE REVENUE: THE PROPOSAL TO CASH FORMULA

Available Date(s)

Wednesday, July 03, 2024: 11:00AM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm

Course Description

Explore essential strategies to secure steady cash flow, prevent client ghosting, and optimize the proposal-to-cash cycle in this insightful webinar. Learn actionable steps to enhance client relationships, meet commitments consistently, and streamline financial processes from engagement to earnings. Join us to discover expert guidance and tech solutions to improve revenue management skills.

Learning Objectives:

Identify common causes of client ghosting and implement effective prevention strategies

List techniques to accelerate the proposal-to-cash cycle for improved cash flow efficiently

Define how to strengthen client relationships to ensure a sustainable revenue stream

Outline innovative tech solutions that automate billing and collections processes

Omry Man

Anchor
Co-Founder and CRO
omry@sayanchor.com

Omry is the Co-Founder and CRO of Anchor, a leading revenue automation platform that streamlines the entire journey from proposal to payment. With two decades of expertise in software, business development, and marketing, Omry has firsthand experience with the inefficiencies in B2B payments, billing, and collections processes. This insight led to the creation of Anchor, designed to enhance business potential and profit margins. Omry's mission is to provide a transformative solution for accountants, bookkeepers, and their clients, making Anchor the cornerstone of their business success.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

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About Our Presenter

Anchor gets businesses paid on time, effortlessly. Anchor’s autonomous billing solution is a cloud-based platform that redefines B2B billing, collections, and payments. By providing an end-to-end billing and collections solution, and removing all manual labor from these processes, Anchor eliminates the risks of fraud and human error in B2B payments. Founded in 2021, Anchor is a U.S. company, with an R&D Center in Israel. Backed by market leaders including Rapyd Ventures, Entrée Capital, Tal Ventures, and additional CEOs and founders from the tech and finance space, Anchor brings the SaaS billing experience to the B2B service industry and is the first to support dynamic billing needs that change constantly. Anchor’s purpose is to make business owners thrive, by allowing them to focus their time and resources on doing business, not billing.