Invoices out on time.
Cash applied and followed up.
Steady receivables work, run by experienced people, so what customers owe you stays visible and current.
A licensed US CPA supervises our work.
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What we handle
- Customer invoicing from approved source information
- Cash application and unapplied receipt follow-up
- Accounts receivable aging maintenance and monthly review
- Collections follow-up, handled by a dedicated collections representative under the process you agree
- AR tie-out to the general ledger at close
How collections follow-up works
You define who we contact, when, and in what tone. A collections representative on our team follows that process, keeps a log of every contact and reports back, so your customers hear from one consistent voice.
What stays with you
Credit decisions, write-offs, pricing and disputes. We raise them; you decide.
Who this fits
Owner-led businesses where invoicing slips when work gets busy, and teams whose aging report is out of date.
What is outsourced accounts receivable?
An external team handles invoicing, cash application and follow-up while you keep control of credit and pricing decisions.
Where this fits
Works in the systems you already use
We work inside the systems you already use, including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Bill.com, Expensify, Ramp and Brex. If you run something else, we get onboarded on how your team uses it, and you have a named contact for follow-up questions.
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Frequently asked questions
Do you handle payroll or tax returns?
No. We do not process or file payroll, and we do not prepare tax returns. We can hand your CPA a clean, reconciled set of books.
Who supervises the work?
A licensed US CPA supervises our work.
Which software do you work in?
We work inside the systems you already use, including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Bill.com, Expensify, Ramp and Brex. If you run something else, we get onboarded on how your team uses it, and you have a named contact for follow-up questions.
Do you contact our customers?
Yes, under the follow-up process you set, when collections follow-up is part of the agreed scope.
Can you improve our cash flow?
We keep invoicing and follow-up on schedule, which supports collections. We do not promise specific results.