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The Ultimate Accounts Receivable (AR) Workflow

THE ULTIMATE ACCOUNTS RECEIVABLE (AR) WORKFLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 13, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

“Always be closing.” Over the last thirty years, that line (from the 1992 film Glengarry Glen Ross) has become fairly synonymous with Corporate America, (thank you, Alec Baldwin). Effective sales tactics help drive new revenue but a singular focus on sales, without a diligent plan for effectively managing Accounts Receivable (AR) is a recipe for chaos. Invoices get sent late, missed client payments go unnoticed and major cashflow issues can quickly arise. The Ultimate AR Workflow is a holistic, scalable, step by step guide to streamline and optimize the entire Accounts Receivable process. Join CollBox for a 60 min presentation and learn how to help your clients (or your own firm) do away with AR related headaches once and for all. 

Learning Objectives:


  • Learn the definition, purpose and key elements of all 5 stages in the Ultimate AR Workflow.

  • The Ultimate AR Checklist: a timeline approach to each stage that outlines each step to take (and when to take them) for every workflow stage.

  • How to adapt the workflow to unconventional (or niche-specific) business models.

  • Proven best practices from AR experts like the author of Accounting For The Numberphobic, Dawn Fotopoulos.

  • Helpful tech tools for audit compliance and automation.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kelly Bistriceanu

CollBox
Head of Accounting Partnerships
[email protected]
(888) 898-8302 ext.510

Collbox

Kelly Bistriceanu is a writer, professional friend maker and the Head of Accounting Partnerships at CollBox. She loves working with accounting professionals to help them navigate today’s changing technological landscape in the name of building their dream businesses.

About Our Presenter

Collbox
CollBox is Accounts Receivable done for you. In just a few clicks, businesses can send their past-due invoices to be serviced by A/R professionals. From soft-touch, consistent follow up, to escalation to collections, CollBox is everything a business needs to get paid. CollBox also has exclusive tools to enable accounting and bookkeeping professionals to provide A/R management as a brand new service offering for their firm to get their clients paid quickly — No busywork or phone calls required. Integrates with QBO, Xero, FreshBooks, and Stripe. Made with 🧡 in Austin, TX.