Our Workamajig® Platinum Accounting University details our best practice recommendations for setting up and using Workamajig Platinum to leverage the integration between the financial and project management sides of the system.
Next dates TBD!
Accounting Roles + Responsibilities
Understanding Rates
Sign up for more info!Billing Matrix Overview
Best Practice Chart of Accounts
Client Architecture
Sign up for more info!Workamajig® Platinum Overview
Campaigns: Accounting’s Perspective
Campaign Invoicing Setup
Sign up for more info!Projects: Accounting’s Perspective
Accounts Payable
COGS Invoices
Overhead Invoices
Vendor Credits
Vendor Payments
Expense Reports
Sign up for more info!Credit Card Processing
Work in Progress
Billing/Revenue Recognition Timeline
Managing Deferred Revenue
Sign up for more info!Advanced Bills
Receipts
Client Credits
Managing Accrued COGS
Revenue Recognition
Sign up for more info!Transactional Invoicing
Financial + Operational Reporting
Managing Budgets: Accounting’s Perspective
CPI Agency Accounting Certification Quiz
Sign up for more info!“I’ve attended both their Project Management and Accounting Universities, which have been jam-packed with collaborative learning and information. Additionally, I’ve worked with Creative Performance to look at our business process and deepen my knowledge of WMJ. CPI is a full-circle service consultancy, and is truly the best in their field – they are worth every penny.”
Loveland, CO, February 14, 2022 — Ramey has engaged CPI for an Agency Performance Audit. The goal of the audit is to provide leadership with a forensic analysis of the health of their organization, and to provide a detailed list of recommendations on how to achieve their goals with timelines, prioritization and total cost of […]
Read moreLoveland, CO, January 17, 2022 — Kinetic Marketing & Creative (Kinetic) has engaged CPI for a Workamajig Performance Audit. The findings from the audit will provide leadership with the detailed data necessary to properly structure Workamajig and adopt best practices within the tool to increase operational efficiencies and produce quality data for reporting and insights. […]
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