TPA Arlington 2022 Slide Deck

Invoicing

Contracting – Establishing Scope , Fee, Schedule and Payment Terms

Generating Invoices – Timesheets, Sub invoices, Drafts, Finals

Doing the work – Managing staff and sub-consultants and delivering output

Collecting Payment - Diligent, persistent follow-up

Paying Sub-consultants

Timesheet discipline is essential! Get them done on time, so that errors can surface AND so that the process can commence. Tune the invoice review and approval process to the culture of your firm Put dates on calendars – timesheets posted, drafts generated, finals generated, all invoices sent Drive the process with your subs. Ask them for their invoices early.

THE PRINCIPALS ACADEMY 2022

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