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About In the News The Thing Most Practicing Accountants Hate SECOND Most
About In the News The Thing Most Practicing Accountants Hate SECOND Most
| The Thing Most Practicing Accountants Hate SECOND Most |
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(From CTA Technology Adviser) In my 32+ years of experience with accountants practicing in small firms I have grown to understand that the thing they universally hate SECOND most is contacting clients about a past due balance. (The number ONE thing is obviously "not getting paid"!)That same reluctance regarding accounts receivable management often follows to these firm's small business clients. Last week while speaking at the New Jersey Society of CPA's Technology & Business Show I noticed a new exhibitor and stopped by for an introductory visit. I met Roger Gins, CEO of Call Motions, LLC and he demonstrated his company's web-enabled, automated accounts receivable collection management system. AR-Connection.com provides a secure portal via which a business can upload their A/R aging report (generated from most popular accounting packages including QuickBooks, PeachTree, and Microsoft Office Accounting) and then, following rules and processes established by the individual businesses, have collection efforts undertaken automatically. The rules and processes can include emails, postcards, letters, and telephone calls --- and all are highly customizable. The genius in the process is that, while every step is automated, each step [can be] individually approved immediately prior to its implementation. This avoids the potential embarrassment of escalating efforts after a payment has been received. And the telephone call component has some clever twists, too. First, the system spoofs the called ID into displaying the businesses number rather than that of AR-Connection. And the message delivered allows the recipient to press a button and be connected directly to the business for more in-depth conversation. I like the design as it's completely transparent and all communications appear to come directly from the business owners rather than a service or agency. If you and/or your clients hate asking to get paid, but hate not getting paid even more, then perhaps you might want to take a peek at AR-Connection. by Greg LaFollete Article from The TechGap.com |
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