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Clients & Profits Featurecast
Podcast von Clients & Profits
We make software for the business of being creative.
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Alle Folgen
51 FolgenClients, how shall I bill thee?
Clients can be billed for anything you do -- whether you’re billing an estimate, an advance, a retainer, a service charge, or a job’s final costs. A/R invoices are seamlessly integrated with jobs and costs, so billing is particularly quick and easy -- and can be mostly automatic.
Every kind of client invoice -- including deposits, retainers, advances, credits, and discounts -- are added into Accounts Receivable. Clients & Profits can even invoice clients for things you may have forgotten to bill. Like finding money under your couch cushions, the best surprises are those that put money into your pocket. And no agency management software can do that like Clients & Profits.
27. Jan. 2016 - 12 min
Sales Commissions Made Easy
The painful process of tracking and calculating sales commissions for AEs is completely automated in Clients & Profits. Sales commissions are based on job billings for clients, jobs, and job tasks that are marked as commissionable. Commissions are calculated for either account executives and business development (bizdev) executives, or both. Commission rates are set by job type and can be a percentage or flat-rate spiff. Individual job tasks and invoice line items can be made commissionable, which Clients & Profits uses to calculate commission amounts on reports.
10. Jan. 2012 - 6 min
Closing the year with Clients & Profits - Part 2
Last week, I walked you through the process of preparing to close your agency's fiscal year. This week, we'll actually do it. The Clients & Profits Close Year utility is very easy to use and does all of the work of resetting the General Ledger for you. As long as you've checked your balance sheets, reconciled your checkbook, and backed everything up, we're ready close the books on another fiscal year.
29. Dez. 2011 - 6 min
Closing the year with Clients & Profits - Part 1
This week, I'll walk you through the process of preparing to close your year, how to put together a game plan with your CPA, and explain what C&P actually does behind the scenes to make this task as painless for you as possible. We'll print the necessary financials, get your numbers balanced, reconcile your checkbook, back up your database, then prepare to actually run the Clients & Profits Close Year utility next week.
20. Dez. 2011 - 11 min
Detecting agency fraud
Mike Ferguson from the C&P Helpdesk joins us this week to discuss how Clients & Profits can be used to determine if your agency is a victim of internal fraud. You can rely on the usual suspects like accounting anomalies, an employee living beyond their means, failing to look you in the eye, coming in early, staying late, or never taking a vacation, but that won’t give you the truth or the bottom line. That’s where Clients & Profits comes in.
06. Dez. 2011 - 14 min
Der neue Look und die “Trailer” sind euch verdammt gut gelungen! Die bisher beste Version eurer App 🎉 Und ich bin schon von Anfang an dabei 😉 Weiter so 👍
Eine wahnsinnig große, vielfältige Auswahl toller Hörbücher, Autobiographien und lustiger Reisegeschichten. Ein absolutes Muss auf der Arbeit und in unserem Urlaub am Strand nicht wegzudenken... für uns eine feine Bereicherung
Spannende Hörspiele und gute Podcasts aus Eigenproduktion, sowie große Auswahl. Die App ist übersichtlich und gut gestaltet. Der Preis ist fair.
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