When/Why should we do an assessment?

We suggest that you do an Assessment whenever you consider taking on a new customer/client, who applied for terms of any nature. 

Also when any negative indicators appear in the conduct of an existing Client’s account.

Various companies have a policy to do an Assessment on all of their Clients once a year; some even every six months, depending on the type of industry, and the applicable payment terms. This acts as an “early warning system”