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Finding success with IOFM
Members of IOFM have 24/7 access to hundreds of tools, templates, policies, checklists and calculators for every area of AR & O2C — plus exclusive benchmarking metrics, critical compliance updates and much more. In short, they’ve discovered that membership keeps them working smarter, not harder.
IOFM webinars offer outstanding opportunities for training and professional development. Join our subject matter experts live, or on demand and stay up to speed on the latest trends and topics.
IOFM events provide outstanding education, training and networking opportunities.
Have you ever wondered “what is the correct procedure for handling prior year 1099 corrections?” — or something similar?
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Ask the Expert ›IOFM Members have 24/7 access to a comprehensive collection of articles, tools, templates, policies, checklists and calculators for every area of their professional responsibilities — plus AR white papers, timely webinars and much more. In short, they’ve discovered that membership helps them work with greater confidence and increased efficiency.
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… Read MoreA cover letter to include with the Customer Maintenance Form (downloadable here) to request new or updated information on customer address, billing
… Read MoreThis template can be sent to customers to obtain or update their contact, billing and banking information. Microsoft Excel
… Read MorePlease note that IOFM and its official vendors DO NOT sell attendee or customer lists under any circumstance. Companies or Groups offering such lists are not affiliated with IOFM in any way and cannot possibly have accurate attendee or customer data. Buyers should BEWARE!
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