Tuesday, March 29, 2022, 1:00 – 2:00 PM ET
Presented by Pat Chase, Enterprise Solutions Manager, BRAYN
Billing your clients takes a lot of time from a lot of people. Making the process understandable and implementing new processes can make a difference in ensuring all invoices are sent out, and they are correct the first time. Knowing what is ready to be billed, how much is not billed and how the project is to be billed is so fundamental, however for many, this is missed in the process. The one thing to remember – billing is a part of timesheet and expense entry, project set up, and project management. They all must be completed to bill the client on time and accurately.
In this webinar, BRAYN’s Enterprise Solutions Manager, Pat Chase, will cover what this means specifically for your business and how to optimize your invoicing process.
Learning Objectives:
1. Project Set-Up –
a. What is important?
b. Is there an easier process?
2. Time and expense entry – what is being lost and what is being billed
3. Billing processes for Project Managers and Billing team
a. Do they understand what is important from the review of the drafts to the final delivery of the client invoice?
4. How to get the invoices out the door sooner than later
a. What cutoff date should be used
b. Staggered invoice schedules
5. Online or Paper invoice review
a. Which is better, or is there a difference?
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.