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SUMMARY: Aaron and Terryn bring in Collab Team finance expert Stephanie Blodgett to tackle one of the messiest pain points hiding inside growing businesses: accounts payable chaos. From establishing a simple payment schedule to picking the right platform and building SOPs your team can actually hand off, they break down how to stop the financial fire drill and start running a process that scales. Stephanie also pulls back the curtain on chargeback disputes and why most businesses are leaving money on the table simply by not submitting a letter with their evidence.
Minute By Minute:
00:00 Introduction to Financial Operations 03:06 Identifying Financial Pain Points 05:45 Establishing Standard Operating Procedures 08:28 Choosing the Right Payment Platforms 11:23 Scaling Financial Processes 14:15 Dispute Management and Best Practices
By The Collab TeamSUMMARY: Aaron and Terryn bring in Collab Team finance expert Stephanie Blodgett to tackle one of the messiest pain points hiding inside growing businesses: accounts payable chaos. From establishing a simple payment schedule to picking the right platform and building SOPs your team can actually hand off, they break down how to stop the financial fire drill and start running a process that scales. Stephanie also pulls back the curtain on chargeback disputes and why most businesses are leaving money on the table simply by not submitting a letter with their evidence.
Minute By Minute:
00:00 Introduction to Financial Operations 03:06 Identifying Financial Pain Points 05:45 Establishing Standard Operating Procedures 08:28 Choosing the Right Payment Platforms 11:23 Scaling Financial Processes 14:15 Dispute Management and Best Practices