Unlock the essentials of effective debtor management—where strategic bookkeeping meets financial stability.
Experienced bookkeeper and Smart Books® founder, Leaine Jones, walks you through effective debtor management. Leaine is joined by 2 experts – Sian Wingate (Tradie Terms) and Jo Jury (My Two Cents).
In this tutorial Leaine and her guest speakers guide you on:
- Why debtor management is critical for business success
- How structured payment terms reduce risk
- Strategies for handling overdue accounts professionally
- Example software tools for efficient debtor tracking
- The importance of having debtor management policies and procedures.
This session provides practical solutions to optimise debt collection, improve cashflow, and strengthen client trust. Take control of debtor management and ensure your bookkeeping practices support long-term business financial health.
Tutorial – Recording
Tutorial – Slides
Resource – Debtor Checklist (courtesy of My Two Cents)
Resource – Q&A
