51 episodes

Exploring the many features of Clients & Profits that help you work smarter, faster, and more profitable.

Clients & Profits Featurecast Clients & Profits

    • Business
    • 5.0 • 1 Rating

Exploring the many features of Clients & Profits that help you work smarter, faster, and more profitable.

    Clients, how shall I bill thee?

    Clients, 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.

    • 12 min
    Sales Commissions Made Easy

    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.

    • 6 min
    Closing the year with Clients & Profits - Part 2

    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.

    • 6 min
    Closing the year with Clients & Profits - Part 1

    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.

    • 11 min
    Detecting agency fraud

    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.

    • 14 min
    Episode 37 :: 86 2010 and start your 1099's

    Episode 37 :: 86 2010 and start your 1099's

    Clients & Profits automates a typically time-consuming and error-prone annual ritual -- printing year-end 1099 reports and tax forms for vendor payments. You'll find step-by-step instructions for tracking and reporting vendor 1099 payments in the Job Costing chapter in your Clients & Profits user guide. You'll find answers to commonly-asked questions about 1099s below.

    • 7 min

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