Communication and Reports
Monthly Calls and Reports
At Capital Accounts LLC, we believe communication is essential in maintaining a good working relationship with our clients. Service calls are provided on a monthly basis. Reports are generated monthly, including acknowledgments of accounts received, monthly activity statements, and progress reports on all accounts placed. Our reporting is built to your specifications. The combination of monthly calls and detailed progress reporting sets us apart from any of our competitors. We give you the tools to achieve greater proficiency and higher profits.
Acknowledgment listings are sent to confirm the receipt of placements. This is a listing of accounts placed on that day, including the account number, name, and balance.
Activity statements are sent to your office on a monthly basis. They are generated on the 15th of each month and include all payments received on your accounts for the previous month. A check for the net amount collected by Capital Accounts LLC is enclosed with your statement.
Progress reports compile a complete listing of all accounts placed with Capital Accounts LLC by your office. The progress reports reflect payments made, current balances, information of payment commitments, the number of phone calls made, and the number of letters sent. These reports also include a description of the current status of accounts.
Comprehensive reports are delivered to all clients monthly and can be viewed and downloaded online. Detailed and up-to-date statuses of all accounts are listed in an easy-to-understand format. You’ll never be in the dark about the progress of your accounts placed with us.
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