Virtual
Strengthening Billing & Engagement Workflows for CPA Firms 2026
Date: Aug. 17, 2026
Time: 12 – 1 p.m. PT
Overview
Hosted by the CalCPA MAP Committee: Late payments, scope creep, and difficult fee conversations often stem from weaknesses in engagement and billing processes—not client behavior. This webinar examines common workflow challenges that affect cash flow, client relationships, and firm operations. Participants will explore practical strategies for improving engagement letters, managing scope changes, strengthening billing practices, and communicating pricing changes more effectively to support a more consistent and efficient client experience.
This Webinar will award CPE as earned. If you'd like to register for the FREE version with no CPE, please select this course: Strengthening Billing & Engagement Workflows for CPA Firms 2026 (no cpe)
Product Code
1000005409-146058
Credit Type
CPE: 1CPE-Non-Technical: 1Intended Audience
CPAs and other financial professionals interested in the topic.
NASBA Field of Study
Management Services
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Engagement letter and billing workflow best practices
- Managing scope changes and client payment expectations
- Pricing communication and collections strategies
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.