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Creative Collection Techniques Best Practices In Accounts Receivable Collection

Michel Morley

Mike Morley

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)

Published: September, 2021

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Before starting this self study program, please go through the instructional document.


  • Securitization, what does that mean.
    3 mins
  • Personal property Security Agreement
    41 mins
  • Purchase Money Security Interest
    52 mins
  • Assignment of a particular receivable
    58 mins
  • Conditional Sales Contract
    74 mins

Course Description

As my grandma always said, you catch more flies with honey than with vinegar, well it's also true that you collect more accounts with strategy than with threats and screaming. Collecting accounts is a game of strategy, a game that you can play well, enjoy, and win.

Getting paid promptly is an ongoing hassle and badgering clients for past due is what all hate to do. This is especially true for challenging times. Challenging economic times require creative solutions for getting paid which involve far more than just asking for the money you need and getting it all, and on time. 

There are three things we need to remember:

  • When we are collecting, we are engaged in negotiations
  • Creditors who hold security get paid first.
  • Don’t be left out of the money because you didn’t know your rights as a creditor.

Major Topics Covered in Online CPE Business Management and Organization webinar:

  • Finding customer assets.
  • 12 ways of securing inventory before it leaves your company.
  • 5 ways service companies can secure their receivables.
  • How to do collateral searches.
  • New commercial vs. consumer bankruptcy rules.

Learning Objectives

  • To identify how to collect accounts without bullying or manipulation.
  • To analyze how to get what you want and enjoy the process.
  • To discuss creative solutions that enable you to collect the sale.
  • To analyze best practices to securitize the money owed to you.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA