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FactorHelp has assembled tools to make your factoring business successful.
Factoring Operations Manual
Authored by Debra Wilson, FactorHelp’s Operations Manual is the only commercially available policies and procedures manual that gives you step-by-step details on how to operate your factoring business – from new business write-ups to portfolio monitoring to problem transactions – and everything in between. These are the best practices developed by industry practitioners complete with legal documentation and forms provided by Steven Kurtz.
 
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Factoring Business Plan
This professional Business Plan includes sections important to all Factors as well as a guideline to help you properly position your Company in the eyes of potential investors. It ensures that you cover all of the basics of a properly written Business Plan.
Projection and Budget Spreadsheets
FactorHelp has developed this easy to use Factoring Forecasting Model to assist you in preparing 3-year Projections or Budgets. These Interactive Spreadsheets allow you to change any and all of the important assumptions, thereby visually displaying how these changes affect the bottom line profitability of your Factoring Company.
Combo Business Plan / Projection & Budget Spreadsheets
Because most people who purchase our Factoring Business Plan want the projections as well, we have combined these two very popular products together at a discount. This professional Factoring Business Plan includes sections germane to all Factors, as well as a guideline to help you properly position your Company and strategy in the eyes of potential investors. Also included in this package are 3-year Budget and Projections. These include initial, annual, quarterly, and monthly to ensure you have all of the financial information available to help you accomplish your goals.
Factoring Accounting Manual
Authored by Darla Auchinachie, a professional Factoring Accounting Manual that details the proper accounting methods for accounts receivable that are being factored. This manual includes a sample chart of accounts, different methodologies for tracking reserves, how to guide your clients on the proper accounting methods for booking factoring transactions, and much more!
A/R Audit Forms
FactorHelp has created A/R Audit Forms that will help your factoring company effectively evaluate new clients and mitigate risks. These forms are built in Microsoft Excel spreadsheets with automatic calculations included. Simply enter your new client's raw data into the spreadsheets and then print out the results immediately. It's easy and fast. Order your Factoring A/R Audit Forms today!
Factoring Employee Handbook
All employers, regardless of their size, should have written policy guidelines for their employees. To assist you in this effort, FactorHelp has created a complete, pre-formatted Employee Handbook. Customizable in any word processor, this handbook is ready for immediate distribution to your employees and management personnel. This handbook was written by a lawyer and HR expert, covers all important policies, and complies with EEOC and FMLA requirements. It's a great way to reduce your risk of employee-related claims.
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