Need to Get Your Billing
and Receivables Under Control, but Aren’t Sure How to Move Forward?
As your business grows, do you find that keeping up with your billing and receivables follow up is one of your biggest challenges?
You’re definitely not alone!
In fact, this is one of the biggest challenges that many small business owners face. Whether you’re looking for a streamline process and A/R strategy OR you just don’t have time to do it, we have your path forward charted and ready to execute.
Hiring, training, and equipping the right Billing Clerk can not only save you time and money, it can also quickly increase your cash flow and make your company more profitable than ever!
💥 Think you don’t have time to find the right person? We have you covered by giving you the key items you need to fast track.
💥 Not sure how to onboard or delegate to your Billing Clerk once you hire? We’ve taken care of that for you as well!
💥 Not sure if you can afford to hire a strong Billing Clerk? Quite frankly, you can’t afford not to. That’s how much of a game changer this superstar is!
Our Billing Clerk Package equips both the Owner/Admin and your Billing Clerk for success!
From starting the hiring process through using the right resources and workflows, this package will cover everything you need. We’ll even give you and your Billing Clerk access to our Financial Controls and Systems Coaches to help you implement the program smoothly!
What’s Included in the
Billing Clerk Package?
Everything You Need to Find the Right Billing Clerk & Get Them Up and Running Quickly!
You know you need to hire a Billing Clerk to keep up with your invoicing and receivables…but how do you find the right person?
And once you hire your new superstar, how do you onboard them? Delegate to them? Help them develop the right A/R strategy to keep your business running smoothly?
These are questions that many small business owners have, and all too often, these questions keep them in a rut of trying (and failing) to handle it all themselves.
This is why we created the Billing Clerk Package! This package is split into two courses – one for the Owner and Admin, and one for the Billing Clerk.
This equips everyone to find the training and resources they need quickly and work effectively from the start!
Ready to drive your business forward, get your A/R under control quickly, and save money?
Grab Your Copy Today!
Billing Clerk Package and Systems Manual
The first course, An Owner’s Guide: How to Onboard and Work with a Superstar Billing Clerk, is designed specifically for the Owner or Admin. It is intentionally concise, giving you the targeted information, resources, and training you need. We provide the entire hiring and onboarding blueprint, making the process simple and streamlined!
NOTE: Owners and Admins will receive access to both courses, but only need to focus on the first.
💥 The Mindset behind Hiring a Superstar Billing Clerk
💥 Our Proven 5-Step Hiring Framework
💥Options to Fast-Track the Hiring Process
💥A Complete Onboarding Roadmap
The second course, A Guide to Being a Superstar Billing Clerk, is designed to become part of your Onboarding University. This course is based on hours of training that we have led our clients and their Billing Clerks through!
This is the course that your Billing Clerk will receive, and it includes everything they need to work productively and profitably from the start!
💥 Chapter 1: The Financial Team
💥 Chapter 2: Understanding Different Types of Billing
💥 Chapter 3: Law Firms & Trust Accounts
💥 Chapter 4: Tackling Accounts Receivables
💥 Chapter 5: Tracking and Reporting Metrics
💥 Chapter 6: Creating Good Routines and Habits
💥Chapters 7: Maintaining and Improving The Financial Systems
Each Chapter comes with corresponding videos with tips and tricks to supplement the 50+ page Billing Clerk Systems Manual which includes policies, procedures, template emails, scripts, examples, spreadsheets, and more!
PLUS THIS BONUS:
30 Minute Implementation Call
With an Upleveling Your Business Coach
(Value $500 USD)
First, we will help you inventory what you have and show you what is in this package.
Then, we will help you prioritize which sections to work on first.
After that, we will help you set milestones to successfully use this package.
Finally, we will work together to develop your plan for full Implementation.
Meet Your Instructor:
Kristen David, Owner Upleveling Your Business
As a young attorney, I worked 80+ hours a week to build my practice – and though I loved my work, I had no freedom.
After ten years of trying to juggle it all, I learned how to truly run my business like a business. I wrote a business plan and executed on the things that matter.
I doubled and then doubled again over 18 months. During this time I implemented the systems in all areas of business that allowed me to regain my freedom.
When I sold my successful law practice, I began coaching and teaching lawyers across the country (and all around the world) how to build and manage their businesses while living the life they love.
Since then, I have built a business that allows me to do what I love – coaching entrepreneurs in a variety of industries. I teach them how to manage their businesses through the replicable policies and procedures that have allowed me to double my own business, multiple times, while still taking time for myself.
Nothing beats a growing, profitable business! It gives you the time and freedom to spend time connecting with friends and family. In addition, it allows you to travel and explore on your terms.
