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Credit and Collections for: |
Small Businesses Individual Health Care Professionals Small Construction Companies |
Deciding to extend credit Credit applications Compliance with federal rules and regulations Setting terms and conditions Writing a credit policy & procedure document Making credit decisions, setting credit limits |
Why have a credit policy? What to include in the credit policy procedure manual Legal compliances Formatting choices How to use the credit policy |
Sample forms available on CD. |
Mechanic's Liens Bond claims Personal guarantees Promissory Notes Checks by fax Small claims court |
Writing a Credit Policy |
Collection Tools: (when appropriate) |
Collections: |
Collecting accounts effectively and legally Collecting the account without losing the customer Negotiation techniques and the collection call Common mistakes in collection letters, emails, and phone calls Dealing with excuses Proper collection record keeping Dealing with bankruptcy and filing a bankruptcy claim How to deal with bad checks How and when to choose a collection agency |
Credit practices: |
Sally Anaya Phone: 425-271-0647 Fax: 425-227-5268 - 18604 132nd Pl SE, Renton WA 98058 |
Consulting and Workshop Presentations in |
Course Schedule |
Sally Anaya - Weaving Solutions - Copyright 2008-2010 - All Rights Reserved |