how we think about billing & payroll

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Our culture is all about trust and ownership.

By placing fee tracking in the hands of the advisor most familiar with each relationship, we empower ourselves to detect nuances and discrepancies at the source.

In other words, lets tap the person who knows the accounts best to catch issues or errors before they occur.

A structured admin review and cross reference then provides the verification regulators expect, ensuring accuracy without diminishing autonomy.

This approach accelerates the billing cycle, reduces the potential for error, and reinforces a shared commitment to compliance and advisor ownership.

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1. let’s make sure you have a personal billing board in Notion [request here]

2. set a time for a personal walkthrough [schedule]

reporting instructions:

:icon13: first run your report(s) showing all executed client fees collected during the prior month

:icon13: ***here’s an Altruist walkthrough example***

:icon13: the export must be Executed fees that have been actually debited from the client accounts, not outstanding or unexecuted invoices

:icon13: upload your supporting executed fee file into your Box / Billing folder

:icon13: type in your executed fees from each of your revenue sources.

:icon13: type in your Gross monthly client revenue collected, the rest will auto-fill

:icon13: this method of self-reporting will help us ensure there are two sets of eyes on billing

:icon13: click Submit and run the quick workflow that pops up on your Right

:icon13: this workflow will create a new task that populates on our central payroll board