The Bookkeeper's Smart Debtors Program

Welcome to the Course
2 Lessons
- Housekeeping
  Start
- Welcome!
  Start
Establishing Your Baseline
1 Lesson
- Your Starting Point
  Start
Module 1 - Terms of Trade
8 Lessons
- Introduction
  Start
- Why do we need Terms of Trade
  Start
- Key Clauses
  Start
- Legislation framework in New Zealand
  Start
- Example Scenarios
  Start
- Relationships with Industry Specialists
  Start
- Reflection questions
  Start
- Module Resources
  Start
Module 2 - Credit Management Policy
5 Lessons
- Introduction
  Start
- Key components
  Start
- Boundaries, Client Buy-In & Paid Advisory
  Start
- What would you recommend?
  Start
- Module Resources
  Start
Module 3 - Effective Invoicing Processes
4 Lessons
- Introduction
  Start
- Quotes to Cashflow
  Start
- Put it into practice
  Start
- Module Resources
  Start
Module 4 - Communication & Relationship Management
7 Lessons
- Introduction
  Start
- The Four C's
  Start
- Debtor Behaviour
  Start
- Technology Without Losing the Human Touch
  Start
- Navigating Debtor Conversations
  Start
- Debtor Conversation Scenarios
  Start
- Module Resources
  Start
Module 5 - Reporting & Tools
10 Lessons
- Introduction
  Start
- Reports
  Start
- Debtor Days
  Start
- Calculator Walkthrough
  Start
- Cash Conversion Cycle
  Start
- Examples for service based business and inventory business
  Start
- Accounts Receivable Software
  Start
- Building Your Debtor Toolbox
  Start
- Funding Tools for Cashflow Challenges
  Start
- Module Resources
  Start
Module 6 - Workflow & Automation
8 Lessons
- Introduction
  Start
- The power of automation
  Start
- Building your debtor management workflow
  Start
- Compassionate Workflows
  Start
- Wording for reminders
  Start
- Bringing It All Together
  Start
- Paidnice Practical Activity
  Start
- Module Resources
  Start
Module 7 - Are you and your team ready?
3 Lessons
- Introduction
  Start
- Training Your Team
  Start
- Module Resources
  Start
Module 8 - Turning Debtor Management into a Service Offering
4 Lessons
- Introduction
  Start
- Pricing Mindset
  Start
- Pricing Activity
  Start
- Module Resources
  Start
Congratulations!
2 Lessons
- Course Wrap Up
  Start
- Next Steps
  Start

Collecting with Confidence - for Bookkeepers

Course Curriculum

Welcome to the Course

Establishing Your Baseline

Module 1 - Terms of Trade

Module 2 - Credit Management Policy

Module 3 - Effective Invoicing Processes

Module 4 - Communication & Relationship Management

Module 5 - Reporting & Tools

Module 6 - Workflow & Automation

Module 7 - Are you and your team ready?

Module 8 - Turning Debtor Management into a Service Offering

Congratulations!

Jo Jury

John Smith

Highly Recommended Course. Easy to Understand, Informative, Very Well Organized. The Course is Full of Practical and Valuable for Anyone who wants to Enhance their Skills. Really Enjoyed it. Thank you!!

Course Pricing

Collecting with Confidence - for Bookkeepers