Billing Workflows / RIA 3yr Projected P&L

Webinar recording:

Download Billing Workflow Templates (Word)

• Client Onboarding (Individual)

• Making Adjustments (Individual)

• Client Termination (Individual)

• Running Billing (Firm-wide)

• Auditing Billing (Firm-wide)

Sources:

• XY Bean Counters - Chart of Accounts Template

• XYPN - RIA First Year Budget Projection

• Altruist - What does it cost to start your own RIA?

• Kitces - 7 Lessons Learned After Building A Fee-Only Financial Planning Firm From Scratch