Mastering Debtor Management – A Best Practice Guide

Unlock the essentials of effective debtor management—where strategic bookkeeping meets financial stability. This tutorial explores key methods to improve cashflow, maintain strong customer relationships, and safeguard business integrity.

Join experienced bookkeeper and Smart Books® founder, Leaine Jones, for guidance on debtor management best practices and actionable strategies for improving accounts receivable processes. Leaine is joined by 2 experts – Sian Wingate (Tradie Terms) and Jo Jury (My Two Cents).

In this tutorial Leaine and her guest speakers guide you through:

• Why debtor management is critical for business success
• How structured payment terms reduce risk
• Strategies for handling overdue accounts professionally
• Example software tools for efficient debtor tracking
• Navigating bad debt procedures in New Zealand
• The importance of regular accounts receivable reviews.

Whether you’re an aspiring or experienced bookkeeper, this session provides practical solutions to optimise debt collection, improve cashflow, and strengthen client trust. Take control of debtor management and ensure your bookkeeping practices support long-term business financial health.