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Credit & Risk Management

With 12 years of experience in Credit & Risk Management (Credit Control), Debtors and Revenue Management; as well as training and accreditation by the ICM (Institute of Credit Management), we can assist to improve some of our client’s processes and create better controls to ensure timely collection of monies owed. We are able to apply the use of collection sheets/docs that will optimize the way in which a client’s permanent (or current) debtors team sees collections and the importance of ensuring that customers respect the company trading terms of our client. Visit our services page to see the growing Virtual Work Manager service list. The Credit & Risk Management includes a Credit Professional Accreditation, 13+ years of on-industry experience, and the benefit of all the skills and tools your business needs to run daily.

 

We offer the Full Credit Control Function

 

 

The Credit & Risk Management service includes:

  • Sending invoices
  • Sending statements
  • Reporting on the status of the debtors’ book bi-weekly / monthly
  • Customer account reconciliations
  • Debt collection (calls, emails, SMS, Whatsapp, etc.)
  • Raising collections/revenue stream and reducing debt
  • Following up on arrears accounts
  • Ensuring timely payment of accounts by client’s customers
  • Creating Collections Sheets and docs (with live tracking) to ensure efficient and effective collections by the client’s office-based debtors team
  • General Finance Support during periods of high volumes of work
  • General Finance Support during client’s company audit periods
  • Creating invoice / proforma invoice templates
  • The full credit control function
  • Credit & Risk Management with a focus on collections
  • Monthly check-ins with clients (video / in-person depending on location and selected package)

Credit Risk Management - Virtual Work Manager

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Sign up on a trial basis – let’s work together for 90 days and experience the transformation of your debtors’ book! We focus on building and maintaining great relationships with your debtors, encourage the settlement of debt within the agreed-upon trading terms, and help you meet your collection goals. 

See what some of our clients have to say about our services:

Very good Virtual Assistant Service. Sisanda is amazing at running with multiple tasks at the same time. Her depth of Financial Accounting, Social Media Marketing and Business Development has been invaluable.

Sell Your PC

Sell Your PC

Dr. Jan van Niekerk | CEO

Accounts & Revenue Management. Administrative duties. Website design and development. Sisanda is simply AMAZING – her work is excellent and professional. Thanks for everything. 

M-AV / Electromat

M-AV / Electromat

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