Does the thought of diving into trust accounting make you sweat? You're not alone. Compliantly managing billing, invoicing, and accounting can feel daunting, but it doesn’t have to be.
Luckily Bill4Time is here to help ease the accounting burden and put you firmly in control of your trust accounts — providing easy-to-follow steps to ensure your accounts always remain in compliance. In this live stream recording, Suzie Klinge (Manager, Customer Success) & Luke O’Halek (Lead Account Executive) do a live walkthrough of Bill4Time and show how the simple trust accounting process can make you more comfortable with accounting and increase your overall billing and accounting efficiency. During the webinar you’ll learn:
- Tips on how to accurately set up trust accounts
- How Bill4Time Payments makes it simple for clients to pay into trust
- How to manage deposits, disbursements and transactions compliantly
- Strategies to increase payment efficiency by applying batch payments from your trust account
- How to easily generate detailed accounting reports to make more informed financial decisions