Webinar

Maxio on ‘Start the Year off Right: Bad Debt Strategies for Clean Closes & Confident Audits’

Icon showing a calendar Thursday, January 22nd
Icon showing a clock 12PM ET

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Join us monthly for a live webinar series designed to help finance and operations teams get the most out of Maxio. Each month we’ll explore a different workflow or best practice, from billing automation to metrics reporting, so you can streamline day‑to‑day tasks, keep investors informed, and unlock growth. You’ll hear from Maxio product experts, get actionable tips, and see live demos. Whether you’re new to Maxio or looking to deepen your expertise, this series is designed to ensure your team has the knowledge and tools to operate efficiently and confidently.

This month we’ll walk through practical bad debt strategies to help you close out 2025 accurately, navigate your January 2026 close smoothly, and stay audit-ready. You’ll learn how to assess risk, apply write-offs and reserves correctly, and ensure your bad debt treatment supports reliable reporting and a stress-free audit.

Meet Your Speaker

Clayton Whitfield

Training Evangelist, Maxio

One of the Founders of SaaSOptics (which combined with Chargify to become Maxio). Clayton has very strong opinions on Cohort reports and has helped MANY customers with them over the years.

Learn best practices for

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Assessing risk and spotting issues early

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Applying write-offs and reserves correctly

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Ensuring your bad debit treatment supports reliable reporting and stress-free audits