Why Keeping Accurate Records can save your business.


It is important to document each action you take with clients in a diary entry.


I make sure to diarize everything I do from follow up calls, to check-ins. By keeping proper documentation not only will you be keeping your customers accountable, it also allows you to CYA! (cover your arse) 


Lip service can be a regular issue when dealing with delinquent clients. Sure, sometimes legitimate situations arise which hinders a payment, but if you are not documenting each conversation, these excuses and situations can build up and payments can be delayed again and again. If you have a payment procedure in place which requires a deposit before any work has begun, and your client is months late paying your deposit - document this. CYA.


 "I was managing the accounts of a very large company here in Regina. They had a high level of aged accounts that I worked on collecting for them."

As part of my process, I diarized every contact, communication and follow up I had with these clients. In the end, there were some cases that ended up in the court system and I was able to create an accurate timeline and was called on as a representative/witness. By having clear precise documentation I was able to produce case data that  assisted in favourable rulings.



 Do you have the proper documentation in place to CYA?

If you have questions or need assistance creating and maintaining your records and documents, contact me today. 


306 520 4009.