Join us on Wednesday, April 6^th 10:00 – 11:00 am PST for a special webinar on AR Collections and Client Management (1.0 CPE credit). Pat Chase will discuss how to use the project set up and first client contacts to help set the firm and client up for success.  We will discuss how to effectively connect with the client from the first invoice to the over 60days invoice – in a positive manner.  Discussion on who, what and when the steps should be taking place will give you a great starting point for your collection process for your firm.

Learning Objectives:

1. Learn how to use the project set up and first client contacts.
2. Learn how to effectively connect with the client from the first invoice to the over 60days invoice – in a positive manner.
3. Learn how to prepare for billing on time along with timesheet and Project Review.
4. Learn the best follow up steps to follow after each invoice is generated and sent to client.

Sign up for the webinar here: https://attendee.gotowebinar.com/register/4099942940688599819

Other Upcoming Webinars:

• 5/4/22 Project and Financial KPI Needs for A/E/C Firms

https://attendee.gotowebinar.com/register/7661150052380740367