“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.