Consulting

Pecunia offers  clients a ‘free’ one hour consultation* for a review of all credit management processes.

This is an ideal opportunity to ‘MOT’ the business from a cash flow perspective, to identify ‘pain points’ as well as the positive processes already utilised in the control of credit.

By enhancing this part of the business, it will lead to stability, growth and more cash including more profits.

Through our non-chargeable 60 minute cash flow ‘health check’ consultation for businesses we can establish the effectiveness of current practice and identify any gaps.

Following our visit, we will issue a summary report of our findings together with a statement of works for any recommended improvements we feel would benefit the business.

There is no obligation; you can simply elect to either request the full quoted work to be carried out or just part.

In addition, Pecunia is willing to sign a confidentiality agreement regarding any company materials it is given access to.

 

Area of review:-

  • Credit application form
  • Credit policy
  • Invoices, statements of account, credit notes
  • Trade credit reference request
  • Collection letter templates
  • Risk assessment
  • Maintenance of sales ledger
  • Collection procedures
  • Dealing with non-paying customer
  • Including many more as required

* 60 minutes free, time exceeding will be charged at an hourly rate and exc travel (if required)

Pecunia (2016) Limited Guarantee

You’ll see improvement in cash flow and reduced DSO, by adopting our recommended strategies & processes worked in conjunction with management and staff.

If not, Pecunia will give free quarterly reviews for a year to get you back on track.