Keep transactions moving.
Keep ownership clear.
Add dedicated capacity for the routine AP and AR work that keeps vendors, customers, and the general ledger up to date.
Prefer to write first? Tell us what you need and we will reply with a scoped quote.
Payables and receivables are two different jobs with two different owners. Start with the one that hurts most.
Accounts Payable Support
- Invoice capture, coding, and vendor record maintenance
- Approval workflow administration
- Payment-run preparation for client review and release
- Vendor statement review and discrepancy follow-up
Accounts Receivable Support
- Customer invoicing based on approved source information
- Cash application and unapplied receipt follow-up
- Accounts receivable aging maintenance
- Collections follow-up using the client's agreed process
Responsibilities, systems access, approval limits, and handoffs are defined in the scope. We prepare transactions and payment runs; the client retains control over the release of funds.
Payables and receivables, split by need
Accounts payable and accounts receivable are two different jobs with different rhythms. You can start with the one that hurts most and add the other when it makes sense.
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 reviews the work, and can a CPA sign off?
Work is reviewed on our side before it reaches you, and one accountable contact owns it. When a client or a job requires certified work, such as a CPA's sign-off, we provide it through our global network of licensed professionals.
How do we get started?
We assess your books first, then scope only what you need. If catch-up work is needed, it carries a separate fee, quoted per project.
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.