Strengthening Billing & Engagement Wo rkflows for CPA Firms 2026 (1 hour)

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.

Highlights

• Engagement letter and billing workflow best practices
• Managing scope changes and client payment expectations
• Pricing communication and collections strategies

Designed For

CPAs and other financial professionals interested in the topic.

Objectives

• Identify common billing and engagement workflow issues that affect firm profitability.
• Recognize strategies to reduce scope creep and improve client payment processes.
• Determine practical enhancements to engagement agreements and pricing communications.

Notice

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.