Clients, how shall I bill thee?
Clients can be billed for anything you do -- whether you’re billing an estimate, an advance, a...
12:29
The painful process of tracking and calculating sales commissions for AEs is completely automated...
06:07
Closing the year with Clients & Profits - Part 2
Last week, I walked you through the process of preparing to close your agency's fiscal year. This...
06:27
Closing the year with Clients & Profits - Part 1
This week, I'll walk you through the process of preparing to close your year, how to put together...
11:06
Episode 37 :: 86 2010 and start your 1099's
Clients & Profits automates a typically time-consuming and error-prone annual ritual -- printing...
07:03
Episode 36 :: Closing The Year
Closing the year in Clients & Profits is extremely important and should be done sometime after...
09:08
Episode 35 :: Image is Everything - Importing Logos
Phil explains how easy it is to import your agency logo into Clients & Profits and share it...
12:28
Episode 34 :: Getting Paid - The Collection Manager
The Collection Manager is a terrific tool for improving how you get paid. It’s like a Daily Job...
08:42
Special Guest: David Drucker, Strata
David Drucker, Vice President and Manager of Agency Services at Strata, joins Cindy Westen to...
20:20
Episode 33 :: Before the creative, the creative brief
The creative brief explains to the client the agency’s creative process for a particular job....
07:00
Episode 32 :: Will they say yes? How to propose to your client.
Proposals are mini-estimates that provide a preview of a job for a client. It lets you provide a...
06:18
Episode 31 :: My Jobs - the ultimate job tracker
The My Jobs window lets you see all of the jobs on which you’re one of the traffic assignments...
04:22
Episode 30 :: Introduction to Media Link
The C&P Media Link is a fast, easy-to-use interface between popular media buying systems and your...
06:26
Episode 29 :: Customize VS Custom Reports
The built-in Clients & Profits X Customize Reports window lets users modify every existing report...
09:00
Episode 28 :: The ins and outs of Internal Charges
Today we're discussing how shops with in-house output, duplication, and production equipment can...
10:16
Episode 27 :: Keeping an Eye on Expenses
The Expense Reports lets you find and review daily expense reports entered by the company’s...
06:24
Episode 26 :: Bank Reconcilation Made Simple
Any bank account can be quickly reconciled with your monthly bank statement using the...
04:17
Episode 25 :: Mark Your Calendar for a Hot Date
There are several calendars available in Clients & Profits. Whether you're using the personal...
08:10
Special Edition: Inside the Billing Process - Part 2
Donna Lynn Johnson from Crystal Brook Consulting joins Clients & Profits trainer Cindy Westen to...
09:44
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