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Taking payments can be complicated, but it’s essential to the survival of your practice. You’ve got to make it easy for clients to pay the way they want to pay. Erik Mazzone and I discuss cash, checks, credit cards, fax and phone checks, wire transfers, and paypal as means of payment. Can your clients pay via the web? We tell you how it can be done.

Who takes the payments in your office? What if they aren’t available? Can someone else handle this essential task?

What are the ethical concerns? What about client agreements?

When you finish listening to this podcast you’ll know what you need to know to make sure you can take the money and get it in to your account.

During the show we discuss, among other things, Mint.com, PayPal and Jim Calloway’s book Winning Alternatives to the Billable Hour, Third Edition: Strategies that Work

Our Intake Intensive program starts on August 14th. It's a one-month program where we'll transform your intake process from something that drives potential clients away, into a system for training staff and converting calls into clients. Join us.