| The service / product mix of accounting firms has changed dramatically during recent the years. Clients are increasingly sophisticated, and the expectations and demands of practitioners and their staff have increased. One common element has been the need to bill for services rendered and then to collect the fees billed.
Many practitioners’ billing and collecting practices have not kept up to date with changes in the business environment. Mort will teach participants how to maximize revenue, improve collections and benefit from these changes.
TOPICS INCLUDE:
Value: creating, delivering, and charging for it
Maximizing recoveries
Controlling collections
Using multilevel rate schedules
Billing and collection tips and traps
Convenient Billing Pointsã
Implications of technology
Identifying and developing special services
Developing a billing profile for your practice
Miscellaneous topics such as:
Retainers
Progress billings
Charging interest
Suing for unpaid accounts
This session consists of lecture, group discussion, case studies and group surveys. This session is for anyone who manages, oversees or participates in the billing and / or collection process in a public accounting practice.
“Exceeded my expectations – Good practice management overview – much more than just collection / billing – Excellent!!”
Special note:
This material can be delivered as a one-on-one coaching assignment. |
