AR Collections and Client Management

Presented by Pat Chase, BRAYN Consulting, Enterprise Solutions
Tuesday, January 11, 2022, 1:00 – 2:00 PM ET

Accounts Receivable is a basic part of all accounting systems and client relationships. Collection of past due invoices is a necessary evil with any company. Using specific tasks can help keep the collections down to a manageable level and help keep clients from leaving your firm.

We will discuss how to use the project set up and first client contacts to help set the firm and client up for success. We will discuss how to effectively connect with the client from the first invoice to the over 60days invoice – in a positive manner. Discussion on who, what and when the steps should be taking place will give you a great starting point for your collection process for your firm.

In this webinar you will learn how to:
1. Start at the beginning
-From Client to Project
2. Prepare for billing
-On time – Timesheet and Project Review
3. Taking care of business and the client
-This is the biggest part of all

About your presenter:
Pat Chase joined BRAYN Consulting in January 2021 as Enterprise Solutions Manager. Pat was Controller for a 250-person Civil Engineering firm in Oregon for the past three years. By improving business practices, Pat incorporated improved Project Management processes such as Project Backlog reporting for insight into the future and improved billing cycles by decreasing the cycle by 14 days.

Pat has over 21 years’ experience working with A/E clients with Axium/Deltek as a Principal Enterprise Consulting Architect, guiding clients through the implementation/conversion process to ongoing Project Management consulting to Business Practice improvement. Pat led a team of Professional Service Consultants, providing support, education, and improved practices, enabling clients to become more aware of their business needs and make the work easier and more efficient.

Pat’s experience will allow BRAYN to provide a high level of Enterprise Solutions to our clients to introduce additional business solutions from internal reporting to Project Management. Pat attended the University of Arizona and graduated from the University of Phoenix with a BSBM/BA. She is an avid Arizona Wildcat, enjoys visiting the fantastic wineries in the Willamette Valley, and enjoys travel anywhere – as long as there is great music, food, and friends.