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Service

Invoices out fast, cash in sooner.

Accurate invoicing, disciplined collections follow-up, and aging control that shortens your cash conversion cycle without straining customer relationships.

01

Lower days sales outstanding

02

Fewer awkward collections calls for your team

03

A receivables list you can actually trust

What you get

Scope is written down before we start, so there is never a question about who owns what.

Invoicing

  • Invoice generation from contracts, milestones, or usage data
  • Recurring and subscription billing schedules maintained
  • Customer master data, terms, and credit limits kept current
  • Sales tax applied per jurisdiction where required

Collections

  • Structured dunning cadence with branded reminder templates
  • Escalation list of accounts needing your direct involvement
  • Payment plan tracking for negotiated balances
  • Dispute log with resolution status by customer

Cash application & reporting

  • Daily payment application against open invoices
  • Weekly AR aging with DSO trend
  • Bad-debt and allowance recommendations at month end

Delivery timeline

The operating cadence once your account is live.

  1. Daily

    Cash applied

    Incoming payments matched to invoices and posted the same business day.

  2. Invoice date

    Invoices issued

    Invoices go out on the agreed billing calendar, not in a month-end batch.

  3. Day 7 / 14 / 30 past due

    Dunning cadence

    Automated reminders escalate in tone on a fixed schedule.

  4. Day 45+

    Escalation review

    Aged accounts handed to you with full contact history for a decision.

  5. Weekly

    AR aging delivered

    Aging report and DSO trend sent with the collections summary.

Onboarding schedule

From kickoff to steady state, with realistic durations.

Days 1–5

Billing model review

We document how you bill, your terms, and where invoices currently stall.

Days 5–10

Template & cadence setup

Invoice templates, reminder copy, and escalation rules approved by you.

2–4 weeks

Aging cleanup

Existing aged balances worked through before steady-state collections begin.

Tools we work in

  • QuickBooks Online
  • Xero
  • Stripe
  • Bill.com
  • Chaser
  • HubSpot

Results from accounts receivable (ar) engagements

Filter by the industry closest to yours to see the work and the numbers behind it.

Marketing Agencies

DSO down 26 days without a single awkward client call

Performance agency, 90 active retainers

Days sales outstanding
58 → 32 days

Days sales outstanding

Cash pulled forward in 90 days
$610K

Cash pulled forward in 90 days

Invoice issue lag, from 12
3 days

Invoice issue lag, from 12

Challenge. Invoices went out late and collections were ad hoc, so cash was consistently tight in the first half of each month.

What we did. Fixed billing calendar, automated dunning sequences by aging bucket, and a weekly collections review with the account leads.

Small & Medium Businesses

Working capital freed on both sides of the ledger

Regional distributor, $22M revenue

Working capital released
$840K

Working capital released

Average collection period
41 → 29 days

Average collection period

Cash position reporting
Weekly

Cash position reporting

Challenge. Receivables aged quietly while payables were paid the day they arrived, squeezing cash in a seasonal business.

What we did. Aligned collections and payment runs to a single weekly cash cycle with clear terms enforced on both sides.

“Collections used to be my job on Friday nights. Their team handles the whole aging cycle and our cash position improved within a quarter.”

Elena R.

Managing Partner, growth agency

Marketing Agencies

“Receivables and payables now run on one weekly cycle. We stopped guessing about cash in our slow season.”

Victor A.

General Manager, regional distributor

Small & Medium Businesses

Want results like these for your business team?

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FAQ

Accounts Receivable (AR) questions, answered

Scope, timelines, security, and pricing — the things prospective clients ask before handing this function over.

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