Content Provider
Anchor
Blankbox
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Avoid Ghosting & Secure Revenue: The Proposal to Cash Formula
Software Demo Included
Business Management and Organization

AVOID GHOSTING & SECURE REVENUE: THE PROPOSAL TO CASH FORMULA

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 30, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Course Description

Explore essential strategies to secure steady cash flow, prevent client ghosting, and optimize the proposal-to-cash cycle in this insightful webinar. Learn actionable steps to enhance client relationships, meet commitments consistently, and streamline financial processes from engagement to earnings. Join us to discover expert guidance and tech solutions to improve revenue management skills.

Learning Objectives:


  • Identify common causes of client ghosting and implement effective prevention strategies

  • List techniques to accelerate the proposal-to-cash cycle for improved cash flow efficiently

  • Define how to strengthen client relationships to ensure a sustainable revenue stream

  • Outline innovative tech solutions that automate billing and collections processes

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Omry Man

Anchor
Co-Founder and CRO
[email protected]

Anchor

Omry is the Co-Founder and CRO of Anchor, a leading revenue automation platform that streamlines the entire journey from proposal to payment. With two decades of expertise in software, business development, and marketing, Omry has firsthand experience with the inefficiencies in B2B payments, billing, and collections processes. This insight led to the creation of Anchor, designed to enhance business potential and profit margins. Omry's mission is to provide a transformative solution for accountants, bookkeepers, and their clients, making Anchor the cornerstone of their business success.

About Our Presenter

Anchor
Anchor gets businesses paid on time, effortlessly. Anchor’s autonomous billing solution is a cloud-based platform that redefines B2B billing, collections, and payments. By providing an end-to-end billing and collections solution, and removing all manual labor from these processes, Anchor eliminates the risks of fraud and human error in B2B payments. Founded in 2021, Anchor is a U.S. company, with an R&D Center in Israel. Backed by market leaders including Rapyd Ventures, Entrée Capital, Tal Ventures, and additional CEOs and founders from the tech and finance space, Anchor brings the SaaS billing experience to the B2B service industry and is the first to support dynamic billing needs that change constantly. Anchor’s purpose is to make business owners thrive, by allowing them to focus their time and resources on doing business, not billing.