The Complete Guide to Commercial Account Analysis AND Billing: Clear, Concise, and Accurate Billing for Treasury Management Services - Paperback

by Bill Andrules (Author), Jamie Andrules (Cover Design by)

The Complete Guide to Commercial Account Analysis and Billing takes you on a journey into the banking world of billing for Treasury Management Services. Your transportation for this journey is an application known as account analysis. This book describes some of the best practices in the industry surrounding bank services billing. Whether you're faced with implementing an account analysis system or simply need to have a better understanding of the inner workings of such, this guide covers all aspects of account analysis in great detail.

If you're faced with building account analysis technology, this book will provide numerous illustrations for management reporting using real world examples. If you are faced with decision making regarding a vendor software solution, this guide will highlight the questions that need to be asked. If you are looking to make improvements in your existing use of account analysis tools, you will find gold nuggets in every chapter.

If you work in bank management and are trying to figure out who your best customers really are, this guide will walk you through how to look at customer profitability, revenue realization, and revenue opportunity being lost in treasury management. If you work in marketing, this guide is filled with ideation for differentiation. The chapters of this book replace hundreds if not thousands of hours in consulting fees paid for revenue enhancement ideation.

This guide goes beyond the bank side of treasury management billing and dives into the business world of bank fee monitoring, sometime referred to as bank fee analysis. If you work in the world of corporate finance and wonder what you should be looking for on account analysis statements from banks, this guide is for you. If you are dealing with electronic file(s) from your bank(s), you'll learn of their history and how they differ from one another today.