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The WSCPA will be closing early at 2:00pm on Friday, May 23 and remain closed through Monday, May 26 in observance of Memorial Day.

Effective Collections ON DEMAND

Available Until

Your Desk

2.0 Credits

Member Price $29.00

Non-Member Price $33.00

Overview

This is a comprehensive course designed to empower accountants with a broad range of strategies for managing overdue invoices. Authored by Steven Bragg, the course features a detailed exploration of various collection tactics, from maintaining positive customer relations to employing more assertive methods in challenging situations. Participants will benefit from learning about the use of collection agencies, small claims court, and involuntary bankruptcy processes. The course provides insights into the types of fee arrangements with collection agencies, their areas of expertise, and the criteria for selecting the right agency. Additionally, it covers legal techniques for expediting lawsuit resolutions and guidelines for when to pursue litigation. This course is particularly beneficial for professionals seeking to enhance their skills in managing overdue invoices effectively while balancing customer relationships and legal implications.

Highlights

Collection tactics. Collection agency. Litigation and bankruptcy tactics.

Prerequisites

None.

Designed For

CPAs, CFOs, controllers, financial professionals, and auditors.

Objectives

Recognize the different types of collection tactics. Specify the situations in which A-B testing can be applied to collections. Describe how a postdated check should be handled.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Steven Bragg, Western CPE

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

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Non-Member Price $33.00

Member Price $29.00