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Collbox

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Free cpe webinars
The Ultimate Accounts Receivable (AR) Workflow

THE ULTIMATE ACCOUNTS RECEIVABLE (AR) WORKFLOW

Available Date(s)
Friday, December 13, 2019: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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.

Linkedin

Kelly Bistriceanu

CollBox
Head of Accounting Partnerships
kelly@collbox.co
(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.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Collbox
Getting paid what you’re owed can be a painful, time-consuming, and inefficient process. The CollBox platform automates the collection process by connecting to your existing cloud accounting software, identifying delinquent accounts, and instantly pairing that debt with the best collection agency.