An Hour With An Expert

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Got an hour? Spend it with a transactional expert.

hour with an expert
One of the best investments you can make for your business this year is to spend an hour (and probably less) with a transactional (billing) expert. A transactional expert handles printing, processing and mailing bills.

Time well spent

Companies often spend too much time and money trying to collect the money owed them. Because it is not their area of expertise, they are often inefficient and that costs them in the long run because they don’t get their payments as quickly. Outsourcing your transactional work is an easy way to get a business in better financial shape, sort of like going to a personal trainer when you decide you are going to burn off 20 pounds by working out.

Here’s how a meeting with a transactional expert typically works:

  • The meeting will take less than an hour.
  • Typically, a company’s financial or technical expert, such as a controller, CFO, accounting director or head of IT, meets with the transactional expert.
  • You can meet face-to-face or by phone. If several people from your team are involved in billing, schedule a conference call or video conference.
  • The transactional professional will ask a half-dozen questions about your billing process.
  • The expert will come up with formal recommendations. These are typically presented without pricing.
  • After your company agrees to the original proposal or a revised one, the billing expert will calculate the cost of the services.

Of course, that is not the end of the process. After you decide what you want, the transactional professional will design your bills and develop a process for preparing and mailing them. You’ll get to see how the process is developing and make approvals and tweaks along the way.

by:

John Young

Director of Business Development


October 26, 2015

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