Project AR Collections and Client Communications (1.0 CPE credit) by BRAYN Consulting
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Project AR Collections and Client Communications (1.0 CPE credit) by BRAYN Consulting

8/24/2022
When: Wednesday, August 24th
10:00 – 11:00 am PST
Where: Your Computer
United States

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Join us on Wednesday, August 24th 10:00 – 11:00 am PST for a special webinar on Project AR Collections and Client Communications (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 cover how to effectively connect with the client from the first invoice to the over 60 days 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/8679249445993533709

 

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