Claims for payment held by a business
POPULARITY
13 episodes with Accounts receivable
4 episodes with Accounts receivable
5 episodes with Accounts receivable
2 episodes with Accounts receivable
3 episodes with Accounts receivable
8 episodes with Accounts receivable
3 episodes with Accounts receivable
3 episodes with Accounts receivable
3 episodes with Accounts receivable
4 episodes with Accounts receivable
2 episodes with Accounts receivable
41 episodes with Accounts receivable
2 episodes with Accounts receivable
2 episodes with Accounts receivable
2 episodes with Accounts receivable
2 episodes with Accounts receivable
2 episodes with Accounts receivable
2 episodes with Accounts receivable
A $400,000 B2B card payment sounds simple until a processor flags it, the finance team cannot reconcile it, and the invoice sits open while DSO creeps up. That gap between delivering product and collecting cash is where B2B payments either become a growth engine or a constant operational headache.I sits down with Thomas Cecil, Co-Founder of PAYRA, to unpack how modern accounts receivable automation actually works when you have real scale like thousands of invoices per month and customers paying by card, ACH, wire, or check. We talk through PAYRA's approach to the invoice-to-cash cycle, why deep ERP integrations matter more than glossy dashboards, and how automated payment reconciliation into the general ledger eliminates the manual posting that blocks adoption. Thomas also explains the practical details finance teams care about, like handling surcharging and posting to multiple GL entries without breaking the books.We also zoom out to where B2B payments is headed: partnering with ISOs instead of trying to replace them, using AI agents to pull invoice metadata from legacy ERPs with limited APIs, and the growing opportunity in cross-border receivables. Thomas shares why stablecoins may reduce correspondent banking friction and why workflows and value-added services are becoming the real business model behind payments.
How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Most specialty contractors know cash flow is important. What they do not know is what actually controls it.In this episode Steve walks through the four levers that determine whether a contracting business has cash or not. They are not complicated, but if you do not know what they are, you cannot pull them. And if you are busy and still broke, at least one of them is working against you right now._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com
“Accounts receivables are so much worse for a law firm than most lawyers understand or appreciate. So much worse.” – RJon Robins, author of Profit First for Lawyers In this episode, How To Manage a Small Law Firm CFO and CEO advisor, Etienne Hardre expands upon RJon’s clip from Chapter 14 about the devastating mathematics behind accounts receivable. The Devastating Mathematics Here is what really happens when Client A doesn’t pay their bill. You’ve already spent the money on marketing, sales, production, and overhead to serve them. When their bill goes unpaid, they’re not just skipping the 33% profit, they’re stiffing you on the entire bill. So what happens next? Now you need to cover marketing, sales, production, and overhead for Clients B, C, and D before you begin to see your first profit from working with all four clients. Here’s the breakdown for a theoretical $10,000 case/matter with a 33% profit: Client A did not pay their bill Clients B did pay their bill and their 33% profit goes to cover the costs you already spent on Client A Client C also paid their bill and their 33% profit covers the overhead from Client A Client D’s profit finally covers the profit you should have made from Client A. After four clients you’ve finally recovered what one client should have originally provided. This illustration makes is easy to see how Accounts Receivable is the silent profit killer that is crushing law firms nationwide. Is it any wonder that RJon put A/R in the Profit First for Lawyers book twice? Why Law Firms Struggle with A/R Most law firm owners hate looking at their aging A/R reports. Some have six-figures of A/R outstanding and are challenged to ask to be paid for the completed work. The mindset issue around asking for money compounds the problem. The fact is that A/R and Profit First work against each other. The more money trapped in A/R, the harder it becomes to take profits first. To combat the mindset issues, start implementing Profit First even with 1%. The urgency will force you to address your law firm’s accounts receivables. Take Action on Your A/R So, what’s a law firm owner with A/R to do? Stop the bleeding. Start with preventing new A/R from forming. Screen clients for ability to pay during marketing. Use retainer policies and implement “red rubber band” systems that stop work when payments are due. Adopt more frequent billing to top up retainers. Tackle existing A/R by starting with recent accounts receivables, be flexible with payment plans and discounts. Remember: Get creative because any A/R you collect is 100% profit since you’ve already paid all the associated costs. Your Action Steps: Implement a red rubber band policy to prevent new A/R Pull your A/R aging report and face reality Start collecting immediately, be creative when necessary Mentioned: Chapter 14 – Profit First for Lawyers book Podcast episode – A/R: The Profit-Eating Machine with Ed Gegan Connect Connect with Etienne Hardre at How To Manage a Small Law Firm by emailing help@howtomanage.com Subscribe to the Profit First for Lawyers podcast Watch episodes on YouTube Follow Profit First for Lawyers on social media: LinkedIn | Instagram | Facebook And most importantly, order your copy of Profit First for Lawyers today!
Ladies and gentlemen, welcome to The Kevin Jackson Show, where we gather once again to examine Leftist America's favorite pastime: building emotional support shrines out of hashtags and yard signs.I love mocking sanctimonious Leftists and their partners in crime--anti-Trump people. They walk around with this expression like they're the last sober person at a wedding reception. “You people worship Trump.” with a face that looks like they just smelled a candle called “Lesbian Armpit Sweat.”“You worship Trump.”Really? Fascinating accusation coming from people who treated Anthony Fauci like he was handing Moses the booster tablets on Mount Pfizer. Folks who cried when Hillary lost as if the Electoral College had personally unplugged grandma life support.And the funniest part is when they say, “I don't worship anybody.” That's the biggest lie in modern politics. Everybody worships something. For most of us, it's God. But for Leftists, it's Government. Media. Experts. Climate panic. Academia. Bureaucracy. Some people worship the idea of being perceived as “good people” so intensely they'd walk into traffic holding a reusable grocery bag just to prove moral commitment.But if you hate Trump that passionately, then what exactly are you defending? The old system? The old order? The pre-Trump arrangement where politicians shipped jobs overseas, started wars nobody could explain, bailed out banks, ignored the border, inflated the dollar into carnival confetti, and then told us the real danger was a guy making mean tweets at 2 AM.That's your golden age?Then congratulations. You're either a thief, a moron, or a thieving moron with a graduate degree and a “Coexist” bumper sticker.And I always ask them this question: remove Trump's personality entirely. Pretend his name is Bob Henderson from Accounts Receivable. Just look at policies. What exactly don't you like?Energy independence?Lower taxes?The dramatic reduction in crime?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ladies and gentlemen, welcome to The Kevin Jackson Show, where we gather once again to examine Leftist America's favorite pastime: building emotional support shrines out of hashtags and yard signs.I love mocking sanctimonious Leftists and their partners in crime--anti-Trump people. They walk around with this expression like they're the last sober person at a wedding reception. “You people worship Trump.” with a face that looks like they just smelled a candle called “Lesbian Armpit Sweat.”“You worship Trump.”Really? Fascinating accusation coming from people who treated Anthony Fauci like he was handing Moses the booster tablets on Mount Pfizer. Folks who cried when Hillary lost as if the Electoral College had personally unplugged grandma life support.And the funniest part is when they say, “I don't worship anybody.” That's the biggest lie in modern politics. Everybody worships something. For most of us, it's God. But for Leftists, it's Government. Media. Experts. Climate panic. Academia. Bureaucracy. Some people worship the idea of being perceived as “good people” so intensely they'd walk into traffic holding a reusable grocery bag just to prove moral commitment.But if you hate Trump that passionately, then what exactly are you defending? The old system? The old order? The pre-Trump arrangement where politicians shipped jobs overseas, started wars nobody could explain, bailed out banks, ignored the border, inflated the dollar into carnival confetti, and then told us the real danger was a guy making mean tweets at 2 AM.That's your golden age?Then congratulations. You're either a thief, a moron, or a thieving moron with a graduate degree and a “Coexist” bumper sticker.And I always ask them this question: remove Trump's personality entirely. Pretend his name is Bob Henderson from Accounts Receivable. Just look at policies. What exactly don't you like?Energy independence?Lower taxes?The dramatic reduction in crime?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Most business owners feel pretty comfortable with their income statement. Revenue, costs, profit. Simple enough.But the balance sheet is where the real story lives and where most of the damage hides. If your balance sheet is a mess and you ever have to clean it up, those corrections will hit your profit directly and could affect your taxes going back years.In this episode Steve walks through exactly what to watch on your balance sheet, why these balances get out of control quietly, and what to do before the cleanup becomes a crisis._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com
If your practice has anywhere from $50,000 to $500,000 sitting in the 120+ day Accounts Receivable bucket, we have bad news: most of it isn't coming back. And the reason isn't what your billers are telling you. Old AR is rarely a payer problem. It's an accountability problem. We recently took over the AR for a multi-specialty group whose 120+ bucket had ballooned past $300,000. We didn't find complex coding disputes. We found unresolved eligibility issues, missing EOBs sitting on payer portals, ignored write-offs, and billers who were "statussing" claims instead of actually working them. In this episode, we break down the 6 real reasons claims go to die — and the top 3 strategic oversight actions you must put in place today to hold your billing team accountable and stop the bleeding. Stop guessing about your financial health. Take our free 60-second Practice Revenue Leak Scorecard to see exactly how much revenue your practice is leaving on the table: https://eligibility.natrevmd.com/nrm-revenue-scorecard-v3
This week I'm joined by Mek, who is VP of Engineering at Stuut, a Series A-backed A16Z business in New York. We're going to be diving into the AI-native world of accounts receivable. In Feb 2026, Stuut passed a monumental feat in processing a billion dollars in transactions for their customers. Mek joins us to discuss what they're building, some of their engineering challenges, and bringing some of his leadership principles to building an AI-native business and what we can learn from the team at this moment in time.Who are Stuut, who are they building for and why?The journey from $0-$1B and Stuut -> Stuut 2.0Taking engineering principals from growth journeys w/ GitLab and VMWare to what shipping looks like now.A day in the life of an engineer today and what "high agency" should look like.Building in an AI-native companyHow and who they are growing with?If you're keen to share your story, please reach out to us!Guest: https://www.linkedin.com/in/srunyu/Powered by Artifeks!https://www.linkedin.com/company/artifeksrecruitmenthttps://www.artifeks.co.ukhttps://www.linkedin.com/in/agilerecruiterLinkedIn: https://www.linkedin.com/company/enginearsioTwitter: https://x.com/EnginearsioAll Podcast Platforms: https://smartlink.ausha.co/enginearsHosted on Ausha. See ausha.co/privacy-policy for more information.
Waiting 47 days to get paid for work you already finished is more than annoying, it's a cash-flow killer. I sat down with Garima Shah, President and Co-Founder of Biller Genie, to talk about the unglamorous part of payments that decides whether a business thrives: accounts receivable. We get practical about what actually slows payments down and why “just run the card” ignores the messy reality of invoicing, accuracy, and collections.Garima explains how accounts receivable automation tightens the whole workflow. Send invoices on time, protect data integrity so the right customer gets billed correctly, and give people an Amazon-like way to pay with a simple button for credit card or ACH. That shift can take a typical service business from getting paid in weeks to getting paid in days. We also dig into the real-world benefits beyond money, like saving 10 to 15 hours a week of admin work and giving owners time back.We also unpack what makes Biller Genie different in the payments ecosystem: a partner-first model built for banks, processors, and ISOs, deep payment gateway integrations, and bi-directional sync with accounting platforms like QuickBooks and Xero to support clean payment reconciliation. Garima shares where she sees growth in AR software, how AI in payments is accelerating product and insights, why stablecoin acceptance is “easy but early,” and what industry consolidation means when two partners suddenly become one.If you care about SMB payments, B2B invoicing, AR automation, and the future of merchant services, this one is packed with ideas you can use.
Profitability doesn't require a dramatic business overhaul. It requires the right levers, pulled consistently. In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting Inc., walks small business owners through 7 actionable profit levers drawn from her years in the CFO seat for large organizations, now translated for where you are today. You'll walk away knowing exactly what to look at in your numbers, which one thing to adjust first, and how 1% changes across pricing, volume, expenses, cost of goods sold, labor, receivables, and payables can compound into meaningful profit growth. This episode is part of a series on building a financially sound business. If you've been asking "I know I need to work on my numbers, but where do I start?" this is your answer.
Profitability doesn't require a dramatic business overhaul. It requires the right levers, pulled consistently. In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting Inc., walks small business owners through 7 actionable profit levers drawn from her years in the CFO seat for large organizations, now translated for where you are today. You'll walk away knowing exactly what to look at in your numbers, which one thing to adjust first, and how 1% changes across pricing, volume, expenses, cost of goods sold, labor, receivables, and payables can compound into meaningful profit growth. This episode is part of a series on building a financially sound business. If you've been asking "I know I need to work on my numbers, but where do I start?" this is your answer.
Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check Financial Intelligence Toolkit A lot of companies are profitable on paper but still run out of cash.The problem usually comes down to something most owners never measure called the cash conversion cycle. Steve explains why profit and cash flow are different, how working capital traps cash inside a business, and why growing too fast can actually make the problem worse. Once you understand how DSO, inventory, and payables affect your cash cycle, you can start pulling the right levers to get cash moving back into your business. _______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com
Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check Financial Intelligence Toolkit Most business owners think they have a profit problem. What they really have is a cash flow problem. Steve breaks down the eight cash flow levers that actually control how much money stays in your business. He walks through the four levers tied to profit and the four tied to invested capital. He also explains the order to look at them and why so many profitable companies still run out of cash. If you are working hard, showing profit on paper, but still stressed about payroll or your line of credit, this will help you see where the squeeze is really coming from and what to fix first._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Free Financial Health Check: coltivar.com/check LinkedIn | YouTube coltivar.com
Send us a textProfitable but stressed about cash flow? You're not alone.This episode is a short segment from Episode 102 of The Frustrated CEO Podcast, titled “Let's Get Practical.” In this focused clip, fractional CFO Brian Keyser joins Patrick and Patsy to explain why profitable businesses still struggle with cash flow—and what leaders can do right now to fix it.You'll hear a clear breakdown of profit vs. cash flow, how timing issues, poor forecasting, and bad financial datacreate cash shortages, and why even fast-growing companies can feel constantly cash-starved.In this practical cash flow segment, you'll learn how to:Free up trapped cashTighten accounts receivableImprove cash flow managementBuild simple cash flow forecasts that actually workReplace guesswork with financial clarityIf you're a CEO, founder, or small business owner dealing with cash flow problems despite being profitable on paper, this segment delivers actionable financial advice you can apply immediately. Strong cash flow fuels better decisions, stronger leadership, and healthier teams.
In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents in investing: the Income Statement, the Balance Sheet, and the Statement of Cash Flows. Using Nvidia's recent Q3 earnings report as a real-world case study, the hosts walk through these important financial statements line by line.01:33 The Importance of Financial Statements04:59 Understanding the Income Statement11:07 Revenue and Cost of Goods Sold16:02 Operating Expenses and Income18:39 Interest, Taxes, and Net Income23:06 Depreciation, Amortization, and Goodwill28:33 Introduction to the Balance Sheet31:42 Understanding Current Assets and Liabilities33:18 Accounts Receivable and Revenue Recognition34:49 Inventory Management Insights39:59 Exploring Goodwill and Intangible Assets44:21 Diving into Liabilities and Working Capital47:04 Cash Flow Statement Breakdown58:32 Using Tools to Analyze Financial StatementsCompanies mentioned: AAPL, BRK.B, INTC, MKL, NVDA, TGT, TJX, TREXFind where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader
In this episode of HR{preneur}, we break down how Accounts Payable and Accounts Receivable impact your cash flow—and how automation can help small businesses get paid faster, stay organized, and make smarter financial decisions. Our guest shares practical tips for streamlining payments, reducing errors, and turning cash flow challenges into opportunities. [01:30] AP and AR basics and their impact on cash flow [02:55] How automation improves AP and AR [05:33] How automation reduces the risk of errors in both AP and AR [06:36] What to automate first, AP or AR? [07:55] ROI for Small Businesses [09:25] Integrating your platforms with modern AP and AR automation tools [10:06] The Impact AP and AR data have on forecasting and planning [11:55] Advice for hesitant business owners This content is based on generally accepted HR practices, is advisory in nature, and does not constitute legal advice or other professional services. ADP does not warrant or guarantee the accuracy, reliability, and completeness of the content. Employers are encouraged to consult with legal counsel for advice regarding their organization's compliance with applicable laws. This content is current as of the published date. Copyright © 2026 ADP, Inc. All Rights Reserved. The ADP logo, ADP, RUN Powered by ADP, and HR{preneur} are registered trademarks of ADP, Inc. and its affiliates. All other marks are the property of their respective owners. CashFlow Central is provided by ADP in partnership with a third-party provider. Privacy at ADP
In episode 595 of the Lawyerist Podcast, we're revisiting Stephanie's conversation with Lawyerist financial coach Bernadette L. Harris about the financial KPIs every law firm owner should understand as a new year begins. We're bringing this episode back because it's especially timely for firms setting their strategy, goals, and financial benchmarks for the year ahead. It's important to continue finding a clear, practical approach to understanding the numbers that drive a healthy firm. Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach. You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future. For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise. Listen to our other episode with Bernadette Harris: #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters: 00:00 Why We're Remastering This Episode for the New Year02:55 Law Firm KPIs and Financial Health05:21 Net Profit Margin for Law Firms09:38 Utilization Rate and Team Capacity14:35 Realization Rate and Getting Paid20:05 Accounts Receivable and Cash Flow24:19 Revenue by Practice Area27:16 Using Financial Metrics to Set Strategy
In episode 595 of the Lawyerist Podcast, we're revisiting Stephanie's conversation with Lawyerist financial coach Bernadette L. Harris about the financial KPIs every law firm owner should understand as a new year begins. We're bringing this episode back because it's especially timely for firms setting their strategy, goals, and financial benchmarks for the year ahead. It's important to continue finding a clear, practical approach to understanding the numbers that drive a healthy firm. Unlock a clearer view of your law firm's financial health in the latest Lawyerist Podcast. Join host Stephanie Everett as she dives into the essential key performance indicators (KPIs) that can transform how you understand your practice, guided by the expert insights of Bernadette Harris, Lawyerist Lab's finance coach. You'll gain practical knowledge about five crucial areas that directly impact your firm's success. Understand your net profit margin like never before – not just the surface numbers, but the true profitability that informs your strategic decisions. Explore utilization rate and discover how to optimize your team's time for maximum productivity. Learn the critical importance of your realization rate and practical steps to ensure you're capturing the revenue you've earned. See how mastering AR aging can directly impact your cash flow and create financial stability. Plus, uncover the strategic advantage of understanding your revenue by practice area, empowering you to make smarter choices about your firm's financial future. For straightforward, actionable insights into these vital financial indicators – the kind that can immediately help you manage your law firm more effectively – tune in to hear Bernadette Harris share her expertise. Listen to our other episode with Bernadette Harris: #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple Podcast | Spotify | Lawyerist #418: More Income, Fewer Taxes, with Bernadette Harris Apple Podcast | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters: 00:00 Why We're Remastering This Episode for the New Year02:55 Law Firm KPIs and Financial Health05:21 Net Profit Margin for Law Firms09:38 Utilization Rate and Team Capacity14:35 Realization Rate and Getting Paid20:05 Accounts Receivable and Cash Flow24:19 Revenue by Practice Area27:16 Using Financial Metrics to Set Strategy Learn more about your ad choices. Visit megaphone.fm/adchoices
Tighten up your accounts receivable, and don't play games with cash. An invoice is only a promise to get paid. Promises are broken all the time. You're not done until you've collected payment. Getting paid isn't greed. It's stewardship. It's professionalism. And it's customer service.
Tighten up your accounts receivable, and don't play games with cash. An invoice is only a promise to get paid. Promises are broken all the time. You're not done until you've collected payment. Getting paid isn't greed. It's stewardship. It's professionalism. And it's customer service.
In this episode of The SaaS CFO Podcast, Ben Murray welcomes Duncan Barrigan, founder and CEO of Lunos, to share his story and expertise. Drawing on a decade of fintech experience—including scaling GoCardless into a multi-billion dollar company—Duncan Barrigan discusses his journey from consulting to launching his own venture. Tune in to hear how Lunos is tackling the longstanding challenges of B2B payments and receivables. Duncan Barrigan explains how AI workers are reshaping the manual processes of accounts receivable, making it easier for businesses to get paid with less effort and greater speed. Whether you're a SaaS CFO, finance professional, or startup founder, you'll gain practical insights into fundraising, go-to-market strategy, and lessons learned from the trenches of building a fintech startup. Don't miss this energizing conversation packed with actionable advice and real-world experience! Show Notes: 00:00 GoCardless Growth Journey 06:09 "Swinging Big with Venture Capital" 10:06 "Similar Questions, Divergent Answers" 13:07 "Direct Motion and SaaS Solutions" 15:56 "Two-Model Service Approach" 17:12 "Optimizing Onboarding and Efficiency" 20:20 Instant Value via AR Scanning Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/lunos-ai-secures-5-million-pre-seed-round Duncan Barrigan's LinkedIn: https://www.linkedin.com/in/duncanbarrigan/ Lunos AI's LinkedIn: https://www.linkedin.com/company/lunos-ai/ Lunos AI's Website: https://www.lunos.ai/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
Do too many of your patients owe you money? It's a symptom of an even bigger problem! In this episode, Kirk Behrendt brings back Robyn Theisen, one of ACT's amazing coaches, to break down overdue accounts and share a four-step solution to eliminate it from your practice. To learn how to collect from patients before day 30, listen to Episode 965 of The Best Practices Show!Learn More About Robyn:Send Robyn an email: robyn@actdental.com Follow Robyn on ACT's Instagram: https://www.instagram.com/actdentalSend Courtney an email to learn more about ACT: courtney@actdental.com More Helpful Links for a Better Practice & a Better Life:Subscribe to The Best Practices Show: https://the-best-practices-show.captivate.fm/listenJoin The Best Practices Association: https://www.actdental.com/bpaDownload ACT's BPA app on the Apple App Store: https://apps.apple.com/us/app/best-practices-association/id6738960360Download ACT's BPA app on the Google Play Store: https://play.google.com/store/apps/details?id=com.actdental.join&hl=en_USJoin ACT's To The Top Study Club: https://www.actdental.com/tttGet The Best Practices Magazine for free: https://www.actdental.com/magazinePlease leave us a review on the podcast: https://podcasts.apple.com/us/podcast/the-best-practices-show-with-kirk-behrendt/id1223838218Episode Resources:Watch the video version of Episode 965: https://www.youtube.com/@actdental/videosRegister to ACT's BPA to watch Episode 764: Cash Flow Kings and Queens: The Dentist's Guide to Mastering Accounts Receivable: https://join.actdental.com/users/sign_in?post_login_redirect=https%3A%2F%2Fjoin.actdental.com%2Fc%2Fpodcasts%2F764-cash-flow-kings-and-queens-the-dentist-s-guide-to-mastering-accounts-receivable-ariel-juday#emailRegister to ACT's BPA for their Managing an Accounts Receivable and Collections System: https://join.actdental.com/users/sign_in?post_login_redirect=https%3A%2F%2Fjoin.actdental.com%2Fc%2Fpractice-coaching-tools%2Fmanaging-an-accounts-receivable-and-collections-system#emailRegister to ACT's BPA for their Sample Financial Arrangement Form:
Maximizing Business Value: Lessons from 800+ Deals with Matt Uhler The Cash Discipline That Saves—or Sells—Your Business Most companies don't go under because they lack revenue. They go under because they run out of cash. And the worst part? It doesn't happen overnight. It happens slowly… then suddenly. One month, you're profitable. The next, you're panicking over payroll and wondering what went wrong. In this episode, I sit down with Matt Uhler—a business broker and owner who's evaluated over 2,500 companies, completed 800+ transactions, and personally owned more than 35 businesses. Matt has seen it all: the slow leaks, the bad habits, and the simple financial blind spots that quietly destroy good companies. He's also seen what fixes them—disciplined cash management, clear financial dashboards, and owners who treat their business like an asset, not an ATM. Key Lessons from the Conversation with Matt Uhler: Cash Is the Real Failure Point. Most businesses don't collapse because of competition or bad strategy — they fail when they run out of cash. Profit on paper doesn't equal money in the bank. Lesson: Cash flow is oxygen. Without reserves, one slow quarter can suffocate your business. Protect Your Operating Capital Floor. Matt's formula: Accounts Receivable (avg. days outstanding) + 1 Month of Fixed Expenses = Your Minimum Reserve. Lesson: Treat this number like sacred ground. No owner draws or distributions until you're above that floor. Watch the Percentages, Not Just the Dollars. Only about 10% of business owners track financials by percentages — yet that's where the truth hides. Lesson: A 2% increase in labor, 1% rise in COGS, and a few missed invoices can quietly erase your entire profit margin. "Creep" Will Kill Your Profit. Profit erosion happens quietly — small leaks across pricing, payroll, or waste. Lesson: Five small 2% inefficiencies equal a 10% hit to profit. Track it monthly and fix leaks early before they become habits. Run Sale-Ready, Even If You're Not Selling. Buyers pay a premium for companies with systems, diversified revenue, and consistent cash flow — but those same traits make your business easier and safer to run today. Lesson: Operate like you'll sell in three years. You'll earn more now and later. Key Takeaway: Cash discipline isn't boring—it's freedom. When your reserves are full, you sleep better, make smarter decisions, and stop chasing bad business just to survive. A profitable business is one that's calm, clear, and ready for whatever comes next. Bio: Matt Uhler is far from a typical business broker and acquisition strategist. Over the course of his 27-year career, he has evaluated more than 2,500 businesses, completed over 800 transactions, and successfully owned and operated more than 35 businesses across multiple industries. Matt's journey was not without its challenges. In fact, he attributes much of his expertise to the early setbacks he faced, where he learned firsthand the pitfalls that derail many entrepreneurs. What set him apart, however, was his ability to turn those experiences into powerful lessons. This mindset, combined with his focus on strategic partnerships and creative deal structures, has allowed him to help countless clients build wealth through small business acquisitions. Matt is founder of Amped Success, a company dedicated to educating and empowering entrepreneurs, business owners, and investors with the tools they need to confidently navigate acquisitions. He is also the creator of the Buyer's Acquisition Formula, a proven framework that is designed to reduce risk and maximize opportunities for long-term success. 27 Years Experience Over 35 Businesses Owned Over 800 Deals Closed Over 2,500 Deals Evaluated $250+ Million Transactions Funded Links: Website: http://www.ampedsuccess.com/ Facebook: https://www.facebook.com/profile.php?id=61557299191227&mibextid=wwXIfr&rdid=uV765w5z0S5PYnmb&share_url=https%3A%2F%2Fwww.facebook.com%2Fshare%2F19x2KTYQCb%2F%3Fmibextid%3DwwXIfr# LinkedIn: https://www.linkedin.com/in/matt-uhler-a9896612?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Instagram: https://www.instagram.com/ampedsuccess?igsh=MWRrOTA1MWthOThlcA%3D%3D&utm_source=qr TikTok: https://www.tiktok.com/@ampedsuccess?_t=ZP-8tXABIpBHxu&_r=1 YouTube: https://www.youtube.com/@AmpedSuccess Conclusion: Most businesses don't fail from lack of opportunity — they fail from lack of cash discipline. It's not the big mistake that kills them, it's the small 1–2% leaks that add up over time. Matt reminded us that every owner needs a cash reserve floor — your operating capital formula of accounts receivable plus one month of fixed expenses. That's your safety net. Never draw below it. He also showed how tracking percentages instead of just totals helps you catch problems early — before the slow slide becomes a sudden crash. And finally, the mindset shift: run your business as if you'll sell it someday. Whether you do or not, that discipline makes your company stronger, more profitable, and less stressful to run. So take a moment after this episode — look at your numbers. Where has "creep" slipped in? How much runway would you have if revenue stopped for 60 days? And do you have the systems and reserves that let you sleep well at night? #ProfitFirst #CashFlow #OperatingCapital #BusinessFinance #OwnerPay #SmallBusinessProfit #Profitability Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The conversation delves into the deep emotional longing for fatherhood, exploring the speaker's childhood experiences and the promises made to oneself about parenting. It highlights the pain of absence and the desire to create a loving and honest environment for future generations.In the heart of every family lies a story, often untold, yet profoundly impactful. The radio drama "Accounts Receivable" unravels a tale of familial bonds, betrayal, and redemption, set against the backdrop of a mystery that has haunted the Coleman family for years. This narrative invites us to explore the depths of human emotions and the intricate web of relationships that define us.The Unseen Burden: Phil Coleman, a man burdened by the shadow of his father's past, finds himself at a crossroads. His father's legacy, tainted by crime and imprisonment, casts a long shadow over his life. As Phil grapples with the decision to accept his ailing father back into his home, the story delves into the complexities of forgiveness and the struggle to break free from the chains of the past.A Father's Redemption: Rick Coleman, once a notorious figure, seeks redemption in the twilight of his life. His return to the family home is not just a physical journey but an emotional one, as he attempts to mend the broken ties with his son. The narrative beautifully captures the tension and eventual reconciliation between father and son, highlighting the power of understanding and acceptance.The Legacy of Secrets: At the heart of the drama lies a mystery—a hidden fortune that has eluded many. As Phil and Rick navigate their tumultuous relationship, the question of the missing money looms large. This subplot serves as a metaphor for the secrets that families often harbor, and the impact these secrets have on future generations.Conclusion: "Accounts Receivable" is more than just a mystery; it's a poignant exploration of the human condition. It reminds us that while we cannot change the past, we have the power to shape our future through forgiveness and love. As the story concludes, we are left with a sense of hope and the realization that true wealth lies not in material possessions, but in the bonds we forge with those we love.Subscribe Now: Stay tuned for more captivating stories and insights. Subscribe for the latest updates and exclusive content.TakeawaysI could remember wanting a father so much it had hurt.I'd cry at night in my bed I'd pray.Please God, let me have him around for a week.I swore that if I ever had a kid, I'd love him.Take care of him, clean and honest.The longing for a father can shape one's future parenting.Emotional healing often stems from childhood experiences.Promises made in childhood can guide adult behavior.The impact of absence can lead to a desire for connection.Creating a loving environment is a priority for many parents.fatherhood, longing, love, parenting, personal growth, emotional healing
In the world of private investing, there is a growing plethora of opportunities to generate cash flow. There's Real Estate equity in single assets or funds, there's debt funds that provide conservative and consistent cash flow, and there are many opportunities outside of Real Estate. Matt Owens, Founder of Owens Capital Group, has a successful single family debt fund that has generated 8% for years. He has more recently created a fund of Short-term Rentals, and partnerships with an Accounts Receivable agency, a Litigation Finance firm, and a cannabis operator in Maine. Matt helps passive investors maximize the returns they get across several different asset classes while minimizing risk.
Ever wonder how a profitable company can suddenly face bankruptcy? The answer lies in Working Capital Management (WCM). In this episode of Corporate Finance Explained on FinPod, we delve beyond profit margins to examine the daily cash battle that determines a company's survival and growth.We unpack the paradox of being "paper rich, cash poor" and reveal how WCM masters, such as Apple and Walmart, have turned liquidity into a competitive weapon, while others have learned the hard way that neglecting cash flow can destroy value.This episode covers:The WCM Paradox: Understanding the critical difference between long-term profit and short-term liquidity, and how a broken Cash Conversion Cycle (CCC) can lead to failure.Strategic Mastery: How companies achieve strategic negative working capital by using market leverage to get cash from customers instantly while stretching payments to suppliers (effectively an interest-free loan from the supply chain).Lessons from Failure: The stark warning from Kraft Heinz, where a WCM breakdown—bloated inventory and slow receivables—led directly to a painful dividend cut, showing WCM discipline is not optional.The Finance Playbook: Five core strategies every professional must champion to weaponize WCM, including tightening Accounts Receivable terms, centralizing cash with Treasury Management, and using AI for demand forecasting.Critical Ratios: The importance of stress testing your short-term resilience and knowing key ratios that signal liquidity risk long before the crisis hits.
Bridging the gap between Treasury, Accounts Receivable, and Accounts Payable represents the critical "last mile" in financial automation. John Rubenetti, President of B2B Payments at Deluxe, reveals how leading organizations are connecting these traditionally siloed functions to create seamless, intelligent financial ecosystems.The challenge isn't implementing individual automation solutions—it's connecting them. "The friction shows up in the handoffs," Rubenetti explains. When data and money flow through disconnected systems, finance leaders lose visibility and control. True transformation happens when organizations align technology, people, and processes to create end-to-end financial workflows.Many CFOs underestimate the complexity of integration. They may believe they understand departmental processes but miss critical dependencies or manual workarounds. Data quality becomes another stumbling block—if information isn't clean today, automation won't deliver promised insights. Rubenetti advises starting with a clear vision, taking a phased approach, and choosing partners who understand both the technology and change management aspects.The conversation explores how modern thinking must accompany modern tools. While dashboards provide visibility, embedding intelligence directly into workflows creates transformative value. Instead of merely reporting numbers, advanced systems prioritize actions, handle exceptions through AI, and trigger automated responses—shifting from static reporting to dynamic decision support.Rubenetti highlights three significant B2B payment trends: mid-market automation (where 70% still lack automated AP/AR processes), enhanced security (as "fraud thrives in manual processes"), and payment modernization. Despite technological advances, paper checks remain surprisingly prevalent, particularly among small and mid-sized businesses who value the detailed information that accompanies them.Deluxe has evolved far beyond its reputation as "the check company" to become a comprehensive payments and data organization. Their solutions now span the entire financial ecosystem—from treasury management to merchant services—helping businesses move money faster, safer, and more efficiently while maintaining the data integrity essential for strategic decision-making.Ready to complete your financial automation journey? Start by mastering the basics before pursuing flashier technologies. The foundation you build today will determine your success tomorrow.
This is Part 9 of Steve Coughran's book Cash Flow. Steve introduces the fifth lever of cash flow: capital. He explains why EBITDA isn't cash flow, how invested capital and ROIC reveal whether a business is creating or destroying value, and the hidden cash traps in receivables, inventory, and CapEx that often strangle growth.LinkedIn | YouTube coltivar.com
This is Part 9 of Steve Coughran's book Cash Flow. In this section, Steve introduces the fifth lever of cash flow: capital. He explains why EBITDA isn't cash flow, how invested capital and ROIC reveal whether a business is creating or destroying value, and the hidden cash traps in receivables, inventory, and CapEx that often strangle growth.LinkedIn | YouTube coltivar.com/byfiq
Big Variety Old Time Radio Podcast. (OTR) Presented by Chemdude
Accounts Receivable
The Financial Accounting Standards Board has issued a new standard for the measurement of credit losses for accounts receivable and contract assets. Are you prepared to implement it? *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:FASB Issues Standard that Improves Measurement of Credit Losses for Accounts Receivable and Contract AssetsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group
How long does it take to collect what you're owed? The longer you wait, the less likely you are to collect it! In this episode, Kirk Behrendt brings back Ariel Juday, one of ACT's amazing coaches, to break down accounts receivable percentage, where your numbers should be, and what to do if they're not in the ideal ranges. To learn how to collect what you're owed as quickly as possible, listen to Episode 928 of The Best Practices Show!Learn More About Ariel:Send Ariel an email: ariel@actdental.com Follow Ariel on ACT's Instagram: https://www.instagram.com/actdentalSend Courtney an email to learn more about ACT: courtney@actdental.com More Helpful Links for a Better Practice & a Better Life:Subscribe to The Best Practices Show: https://the-best-practices-show.captivate.fm/listenJoin The Best Practices Association: https://www.actdental.com/bpaDownload ACT's BPA app on the Apple App Store: https://apps.apple.com/us/app/best-practices-association/id6738960360Download ACT's BPA app on the Google Play Store: https://play.google.com/store/apps/details?id=com.actdental.join&hl=en_USJoin ACT's To The Top Study Club: https://www.actdental.com/tttGet The Best Practices Magazine for free: https://www.actdental.com/magazinePlease leave us a review on the podcast: https://podcasts.apple.com/us/podcast/the-best-practices-show-with-kirk-behrendt/id1223838218Episode Resources:Watch the video version of Episode 928: https://www.youtube.com/@actdental/videosMain Takeaways:The older a balance is, the more difficult it is to collect it.Create a clear financial policy and review it with your patients.Know your benchmarks for current, overdue, and delinquent balances.Have a plan to collect before rescheduling patients who have overdue balances.Do weekly audits of AR balances and have a follow-up system that someone owns.Snippets:0:00 Introduction.2:27 Why this is an important topic.3:21 AR percentage, explained.5:41 How AR percentage impacts the practice.9:35 AR benchmarks, explained.10:58 What it looks like when AR percentage is going well.12:29 Collect 100% or more of your net collections.13:34 What it looks like when AR percentage is not going well.15:24 How to improve your AR percentage.20:08 Last thoughts.Ariel Juday Bio:Ariel has a master's in healthcare administration and several years of dental experience in all aspects of the administrative roles within the dental office. Her passion is
How efficient is your collections process? By looking at one number, you can find out! In this episode, Kirk Behrendt brings back Ariel Juday, one of ACT's amazing coaches, to break down accounts receivable ratio. She explains what AR is, how to track it, and what you can do if it's not at a healthy number. To learn how to manage and take control of your AR, listen to Episode 925 of The Best Practices Show!Learn More About Ariel:Send Ariel an email: ariel@actdental.com Follow Ariel on ACT's Instagram: https://www.instagram.com/actdentalSend Courtney an email to learn more about ACT: courtney@actdental.com More Helpful Links for a Better Practice & a Better Life:Subscribe to The Best Practices Show: https://the-best-practices-show.captivate.fm/listenJoin The Best Practices Association: https://www.actdental.com/bpaDownload ACT's BPA app on the Apple App Store: https://apps.apple.com/us/app/best-practices-association/id6738960360Download ACT's BPA app on the Google Play Store: https://play.google.com/store/apps/details?id=com.actdental.join&hl=en_USJoin ACT's To The Top Study Club: https://www.actdental.com/tttGet The Best Practices Magazine for free: https://www.actdental.com/magazinePlease leave us a review on the podcast: https://podcasts.apple.com/us/podcast/the-best-practices-show-with-kirk-behrendt/id1223838218Episode Resources:Watch the video version of Episode 925: https://www.youtube.com/@actdental/videosMain Takeaways:Your ideal AR ratio is 1:1. For every $1 produced, you're owed no more than $1.Calculate your AR ratio monthly or quarterly to keep track of any increases.Have a clear financial policy and collect at time of service to keep AR low.If your AR isn't healthy, don't be upset with your team members.You can't fix your AR overnight. Have realistic expectations.Snippets:0:00 Introduction.2:10 Accounts receivable, explained.4:14 Example of a healthy AR ratio.4:55 How AR impacts your practice.5:49 What a low AR ratio indicates.6:39 Pros and cons of negative receivables.8:38 How to impact your AR ratio.11:34 Last thoughts.Ariel Juday Bio:Ariel has a master's in healthcare administration and several years of dental experience in all aspects of the administrative roles within the dental office. Her passion is to work with dental teams to empower team members to realize their full potential in order to better serve patients, improve office systems to ensure a well-functioning...
Pushpendra Mehta meets with Rebecca Schultz, Chief Marketing Officer at Boost Payment Solutions, to discuss payments automation and the growing importance of virtual cards in B2B payments. The discussion references the following articles: Key corporate payments insights shaping 2025 and beyond - https://ctmfile.com/story/key-corporate-payments-insights-shaping-2025-and-beyond What Is DSO? A Beginner's Guide to Reducing Days Sales Outstanding - https://ctmfile.com/story/what-is-dso-a-beginners-guide-to-reducing-days-sales-outstanding Interview with David Bork, Head of AR Solutions at Boost Payment Solutions - https://ctmfile.com/story/interview-with-david-bork-head-of-ar-solutions-at-boost-payment-solutions-inc
The Hidden Danger in Letting Invoices Slide - "It's not fair for you to spend all your money to deliver the product or service. And then the customer drags you out for 30 days, 90, 60, 120 a year, and you're not getting money on that." Glenn HarperGlenn Harper and Julie Smith discuss a topic every business owner dreads but can't afford to ignore: money leaks. Have you ever wondered where your hard-earned profits are slipping away? Glenn and Julie break down the sneaky ways businesses lose money—from unnoticed subscriptions and mounting overtime to hidden high interest rates and lax customer payments. With candid stories and actionable advice, they reveal how to spot these financial drains and what steps you can take to plug the holes. Whether you're a seasoned entrepreneur or just starting out, this episode will leave you thinking twice about your financials—and might just save you enough for your next vacation!This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.3 Key Takeaways for Entrepreneurs:Review Automated Payments & Subscriptions: Those small, recurring charges on your business credit card can snowball over time. Make it a habit to audit subscriptions at least once a year—what you save could fund your next vacation!Keep a Close Watch on Labor Costs: Overtime and inaccurate job costing can secretly burn through your payroll budget. Set clear parameters and delegate time-tracking to managers who can monitor labor hours and catch inefficiencies before they escalate.Don't Let Unpaid Invoices Slide: Failing to follow up on Accounts Receivable delays cash flow. Establish firm processes to ensure customers pay on time—those outstanding payments could be the difference between scrambling and scaling.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a...
This episode is sponsored by Invoiced by Flywire. Advances in AR software are re-shaping financial management in ERP systems. Our guest on this episode, Flywire product lead Chris Couch, discusses the evolution of the invoice to cash story from an AR and payments perspective and how his team's solution for Dynamics 365 Business Central, Invoiced by Flywire, improves the work experience of finance teams. Chris is a veteran of the AR automation space, and he shares his perspective on how the technology and business case have evolve in recent years. We also discuss what's new with Invoiced by Flywire, including its D365 integrations. Chris also discusses some real-world use cases and tells us what the Microsoft community can expect in the near future from the solution. More from Flywire: Learn more about Invoiced by Flywire: https://www.invoiced.com/accounts-receivable-software-msdw
In this eye-opening episode, Sandy digs into one of the most overlooked contributors to rising accounts receivable (AR) in dental practices—abandoning mailed statements too soon. You may be emailing and texting patients about balances, but do you actually know how many patients you're reaching? Sandy breaks down the data and shares real stats from dental dashboards, showing that many practices have incomplete contact info for 20–40% of their patients—and it's costing them tens of thousands. Whether your AR is creeping past $100,000 or you're trying to build a smarter collection system, this episode will help you understand the risks of relying too heavily on tech—and how to create a system that actually works. You'll learn how to: ✅ Evaluate how many patient emails and cell numbers are actually in your system ✅ Set up a multi-step system for statements that includes email, text, and physical mail ✅ Use dashboards like Practice by Numbers to track and improve your data ✅ Minimize collection delays by acting faster and smarter—not cheaper ✅ Understand the real cost of “saving 60 cents” on postage
As payment methods diversify and customer expectations increase, the traditional collection and lockbox processing model must evolve. The growing complexity of incoming payments—especially non-conforming mail and unstructured transactions—coupled with the change in expectations, demand smarter, scalable solutions. This situation of complexity and expectations has ushered in a new era of modern collection processing, focused on eliminating manual inefficiencies and using intelligent automation tools to improve accuracy and data quality, driving faster payment processing and improved operational throughput and scalability. Deluxe's Dave Boyce sits down with Craig Jeffery on the Treasury Update Podcast to talk about the latest capabilities lockbox providers can use to improve their existing processes and meet the growing needs of corporations. In this episode, we'll discuss some key features of modern collection solution sets: Virtual batching Machine learning-driven recognition Historical learning Intelligent character recognition (ICR) technology
Your accounts receivable balance is an important number to know throughout the course of your business. It will help you when you are projecting how much cash you'll be receiving in the future, but if you don't have an accurate accounts receivable number to begin with, you could run into issues with your projections. Your accounts receivable balance is also included on your balance sheet in the asset section. When you get familiar with your accounts receivable report and understand how you should take care of items that are inaccurate, you'll definitely help ensure your financial reports are accurate. In today's podcast episode, I'm covering how you can clean up your accounts receivable balances so that you can feel confident in the amount of money you'll be receiving from your customers. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; there are many instances where you may need to clean up your accounts receivable accounts, and when you stay on top of any adjustments that need to be made, it will make cleaning up your accounts receivable report easier for you. These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business? I have a program to help you get your business set up so that you can start making money. Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching? Schedule an Introductory Coaching Session today. You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for. Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide: 5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community: https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration! You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business? You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes: https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.
In accounting, accounts payable and accounts receivable play key - but very different roles. I recently saw a short piece on the Internet which said, Accounts payable, which is also known as accounts receivable … “No it's not” I screamed. A good understanding of each, along with their differences, is critical for anyone who works in accounting, finance and of course, accounts payable or accounts receivable. Link to Understanding Cash Flow Statements for Beginners https://youtu.be/go2MG8tb2Iw #accountspayable #accountsreceivable #differenceapar #differencearap #accounting
Today, we're live with SPI Logistics' Cristine Sills, Navneet Johal, and Shivrani Narayan, who are talking about claims handling, professionalism, fraud prevention, and carrier verification! Guests discuss how the SPI team manages complex claim issues to prevent escalation and safeguard agents from costly errors and potential disputes, uphold SPI's reputation, counter identity theft, and update their due diligence process! About Cristine Sills, Navneet Johal, and Shivrani Narayan Manager of Client Services, Cristine Sills has been employed at SPI Logistics since January 2003. Cristine started her journey with SPI as an Accounts Receivable Supervisor. Throughout her tenure, she has acquired diverse skills by cross-training in Accounts Payable, Accounts Receivable, and the Client Care Services department. This comprehensive knowledge has provided her with a unique vantage point on the company's operations, enabling her to contribute to the creation and development of a more integrated learning experience for the employees and independent business owners. Manager of People and Culture, Navneet Johal has been a part of SPI Logistics since June 2023. In her role, she works collaboratively with her colleagues to ensure the highest level of service delivery to our esteemed agents. Her responsibilities encompass various aspects, including facilitating the smooth integration of new agent offices and their sub-reps, as well as configuring roles within the Salesforce Platform. Operations Manager, Shivrani Narayan has been a part of SPI Logistics since July 2020. In her role, Shivrani is responsible for providing comprehensive training and support to our agents, particularly in utilizing our internal TMS system and addressing claims and insurance-related inquiries. With her expertise in claims management, Shivrani offers invaluable guidance on carrier vetting, emphasizing key factors to consider and warning signs to be cautious of. Connect with SPI Phone: 866-744-7774
Have you ever wanted to start a YouTube channel but didn't know where to start, how to grow, or even how to monetize? In today's episode of the Get Over Yourself Podcast listen to YouTube Star, Ben Kimball, talk about all the steps to grow your YouTube channel. Ben is the owner of Custom Adventurist, a YouTube Tech Review channel that shows fun videos going over the latest tech products and if they're worth it or not. If you want to listen to the diary of a CEO podcast mentioned in the show, click here - https://www.youtube.com/watch?v=FjrJ2DJN_pAIf you want to check out Ben's channel, click here - https://www.youtube.com/c/CustomAdventuristWant more content from Brandon? Check it all out here - https://linktr.ee/getoveryourself_podcastHave a business that struggles with Accounts Receivable & Collections? Check out Interval AI - https://www.interval-ai.com/
In this episode, we dive into strategies for maximizing your accounts receivable during the winter season. Learn how snow plowing and ice management services can become a steady revenue stream, tips for pricing, invoicing, and building lasting client relationships that carry your business through the colder months and beyond. Purchase The Whole Ball of Wax (Get $400 off with code SAVE400). Brian's Lawn Maintenance "MERCH" Get Brian's Free Newsletter https://www.lawntrepreneuracademy.com/ LMN Mastermind Sessions (Use code Brian). LMN Landscape Software (Interested in checking out LMN and giving it a free Trial? Use our link or the code "Brian" to get the best savings and signup experience possible). LINK Membership Brian's Lawn Maintenance On YouTube Brian's Lawn Maintenance On Instagram Plow Right Marking Stakes (Brians10 save 10%) EarthWay Spreaders (Brians10 save 10%) Ballard-Inc.com (Brians10) KUJO (Brians10) Equipment Defender (Brians10) www.brandedbullinc.com Mention Brian and get $100 off a new website. www.CycleCPA.com mention code: Brian to save $200. www.PostcardMania.com/Brian Zero to $100K!: The Complete Guide on How to Start a Successful Lawn Care Company https://www.exmark.com/ https://www.instagram.com/STABILBRAND/ https://www.yardbook.com/
The Bald and the Beautiful with Trixie Mattel and Katya Zamo
After nine guests and eleven episodes' worth of meandering stories about historical colon blockages, mermaid genitalia, and cosmic boreworms, prepare your grey matter for even more meandering stories about dental care imposters, chastity device technology, and acceptable dildo quantities, but this time delivered by the one, the only: Trixie mother-effing Mattel. From all of us here at Bald, LLC, especially Cheryl from Accounts Receivable, we want to say welcome the f*ck back, Trixie. This episode is sponsored by BetterHelp. Give online therapy a try at https://BetterHelp.com/BALD and get on your way to being your best self! Start all of your holiday shopping at https://Rakuten.com or download the Rakuten app to start saving today! Your Cash Back really adds up! Do you want your leather handbag to last forever? Head to https://MyCuire.com to get your leather care kit today! Stop putting off those doctors appointments and go to https://ZocDoc.com/BALD to find and instantly book a top-rated doctor today! Follow Trixie: @TrixieMattel Follow Katya: @Katya_Zamo To watch the podcast on YouTube: http://bit.ly/TrixieKatyaYT Don't forget to follow the podcast for free wherever you're listening or by using this link: http://bit.ly/baldandthebeautifulpodcast If you want to support the show, and get all the episodes ad-free go to: https://thebaldandthebeautiful.supercast.com If you like the show, telling a friend about it would be amazing! You can text, email, Tweet, or send this link to a friend: http://bit.ly/baldandthebeautifulpodcast To check out future Live Podcast Shows, go to: https://trixieandkatyalive.com To order your copy of our book, "Working Girls", go to: workinggirlsbook.com To check out the Trixie Motel in Palm Springs, CA: https://www.trixiemotel.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
We're joined by Luke Sculthorp from The Chartered Institute of Credit Management (CICM) to talk about the trends they're seeing in Accounts Receivable (AR) automation, credit risk management, the future of B2B direct debits, and getting the most from your inbound business payments.
Welcome to another incredible episode of the Ed Parcaut Podcast!
Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/ See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
January 06, 2024 is the 50th anniversary of the beginning of “CBS Radio Mystery Theater” – and here are the very first episodes of the show! Get FREE pulp audiobooks, eBooks and old-time radio by emailing WeirdDarkness@RadioArchives.com!Please SHARE THIS EPISODE with someone who loves old time radio shows like you do! https://weirddarkness.com/cbsrmt-marathon-01/00:00:00.000 = Introduction00:04:07.456 = CBSRMT (January 06, 1974) “The Old Ones Are Hard To Kill”00:50:33.384 = CBSRMT (January 07, 1974) “The Return of the Moresbys”01:37:02.225 = CBSRMT (January 08, 1974) “The Bullet”02:22:35.169 = CBSRMT (January 09, 1974) “Lost Dog”03:08:58.875 = CBSRMT (January 10, 1974) “No Hiding Place”03:54:11.746 = CBSRMT (January 11, 1974) “Honeymoon With Death”04:39:52.320 = CBSRMT (January 12, 1974) “I Warn You Three Times”05:25:49.960 = CBSRMT (January 13, 1974) “Cold Storage”06:11:40.296 = CBSRMT (January 14, 1974) “Death Rides a Stallion”06:57:23.379 = CBSRTM (January 15, 1974) “The Resident”07:42:20.761 = CBSRTM (January 16, 1974) “Accounts Receivable”08:27:53.792 = CBSRTM (January 17, 1974) “You Can Die Again”09:13:36.158 = OutroSOURCES AND ESSENTIAL WEB LINKS…This episode is sponsored by http://RadioArchives.comWeird Darkness Retro Radio theme by Storyblocks.= = = = = = = = = = = = = = = = = = = = = = = = = = = = = ="I have come into the world as a light, so that no one who believes in me should stay in darkness." — John 12:46Find out how to escape eternal darkness at https://weirddarkness.com/eternaldarknessWeirdDarkness® - is a registered trademark. Copyright, Weird Darkness, 2024.= = = = = = = = = = = = = = = = = = = = = = = = = = = = = =CUSTOM WEBPAGE: https://weirddarkness.com/cbsrmt-marathon-01/This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/3655291/advertisement
Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/ See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/ See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
© 2020-2026 Ivy Podcast Discovery LLC
