Time Billing

How many times have you heard the phrase, “Billing is the lifeblood of our firm”? That’s true – and the most obvious and important fact is that you can’t get paid until you send a bill to the client.

Getting to that point, however, is often a different process for each firm. And while the right program or application makes the process easier and more efficient, there are other things to consider:

  • How to accurately calculate rates and fees so as to make a profit
  • Keeping accurate and contemporaneous records
  • Managing client expectations
  • Following up to ensure timely payments and collections

Crosspointe Consulting Group can work with your staff to streamline workflow in this vital area of your practice. Through TRAINING and EDUCATION we can help you

  • Select the program or application most suited to your needs
  • Optionally interface your program with other, third-party applications
  • Educate your staff on getting the most from it
  • Customize bill and statement templates
  • Show reports that measure productivity and profitability
  • Teach your staff how to manage collections

 

Crosspointe Consulting Group can help your firm with the process of billing for your services and getting paid, from Client Intake to Invoice.

Email Us