Factoring Industry Products

Our Factoring Industry Products set the standards for the industry.

From the only commercially available Operations Manual in the world for the Factoring Indsutry to our unique business plan to our budget/projections.

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Factoring Industry Products

Factoring Operations Manual

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Factorhelp provides the only commercially available policies and procedures manual in the world. It provides your company with 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. This manual was authored by Debra Wilson and are the best practices developed in collaboration with the top industry practitioners. It comes complete with legal documentation provided by Michael Ullman.

Transportation Factoring Operations Manual

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This newest addition which is geared toward the transportation industry follows the same tradition of our highly successful general policies and procedures manual. It was authored by Mary Meroney in conjunction with Debra Wilson and Tim Valdez. The legal documentation is provided by Michael Ullman.

Finance & Accounting Manual for Factors

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This manual 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. This extensive and comprehensive guide was authored by Claudia Montalbano and Kevin Biebel.

Factoring Business Plan

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This professional Business Plan follows all of the tenants of a good business plan and also includes historical information and other sections invaluable in providing a blueprint and guideline to your success in the factoring industry. Additionally, it will help you properly position your Company in the eyes of potential investors.

Projection and Budget Spreadsheets

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FactorHelp has developed this easy to use Factoring Forecasting Model to assist you in preparing 3-year Projections or Budgets which are broken down by years and months. 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 and Budget Spreadsheets for Startups

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Because most startup 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 for startups. These include initial, annual and monthly to ensure you have all of the financial information available to help you accomplish your goals.

Accounts Receivable Audit Forms

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Written by Debra Wilson, 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.

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