Optimizing Your AR Collection Process within Ajera
Cost: $200.00 per person
When working with clients, we often find that AR collections are a challenge. It’s typical in firms for the responsibility to be placed on the accounting team. Sharing ownership of AR collections with your project managers and principals can make a big difference in turning around any lagging payments.
In this class, our Ajera experts will provide training on the Best Practices methods for:
- Encouraging PM collaboration in collection efforts
- Recommendation for using AR collection call as ‘soft touch’ calls
- Setting written expectations around AR collections
- Utilizing the billing review stage to track collection notes
- Easily filtering and searching in AR collections dashboards
- Coaching your team on the importance of AR collections
- Including an analysis of AR with a monthly financial package
- Creating dashboards for project managers
Tools Provided:
- Copy of the PowerPoint presentation
- Recording of the Training
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Shawna Pace-Powers