Collecting Your Fee: Getting Paid From Intake to Invoice (Book with CD-ROM) |
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| This practical and user-friendly guide provides you with proven strategies and sound advice that will make the process of collecting your fees simpler, easier, and more effective! Also included is a CD-ROM with sample forms, letters, agreements, and more for you to customize to your own practice needs. |
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Increase client satisfaction, increase collections. In Collecting Your Fee, author Ed Poll outlines the basics you need and the systems to set in place to ultimately increase your bottom line and keep your clients happy while doing it. His insightful and practice-proven strategies will help you:
- Improve your relationships with present clients and set the proper expectations with new ones to ensure timely payment of bills
- Understand why you need to discuss the issue of fees at the first meeting to set the tone for getting paid
- Implement an effective collection policy and procedure at the initial client meeting
- Prepare a fee agreement letter that should include your firm's hourly rate and the client's
agreement to pay
- Increase contact with your client, keeping them informed with frequent status reports, to guarantee payment at the end
- and much more!
Bonus! Time-saving forms, letters, worksheets, agreements, and more!
In addition to the valuable guidance you receive from this user-friendly guide, the author provides samples of well-tooled forms, letters, agreements, and more on a convenient CD-ROM that you can easily customize to your own practice needs. You'll benefit from:
- New client intake form
- Fee agreements
- Script for telephone solicitation of fee collections
- Detailed bills
- Collection letters
- Payment received letters
- Status report charts
- And more!
If you enjoy getting paid, learn how you can increase your collections, decrease your accounts receivable, and keep your clients happy.
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"Reading this book is like having Ed Poll as your accounts receivable consultant sitting across the table from you, and there are no better. His writing style is candid and direct, laying out the theory, the technique, and the practical tips for getting paid that nearly all experienced practitioners, whether solo or in a large firm, wish someone had taken the time to advise them on early in their careers."
- Peter Zeughauser, Zeughauser Group, from the Foreword of Collecting Your Fee
"Ed Poll has done it again. He's created a down-to-earth guide to collecting accounts receivable. His book is full of practical advice such as, "If you don't create a collection policy, your clients will create one for you." Ed offers lots of good advice on engagement letters, detailed bills, fee agreements, and intake forms. Plus, it's loaded with useful forms. If you read this book, you'll have a lot less trouble getting paid for your work."
- Larry Bodine, Web and Marketing Consulting
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