Accounts Receivable & Invoicing

Most small-business cash problems are not profit problems. They are receivables problems — invoices going out late, or going out and never being followed.

Invoices out on schedule

Created and sent on your cadence rather than whenever someone remembers.

Payments applied correctly

Applied to the right invoice, so the aging reflects reality.

Deposits treated as liabilities

Retainers and deposits stay liabilities until earned, so revenue is not overstated.

You know who is late

A clean list of who owes what and for how long.

What we handle

Create and send customer invoices on your schedule
Apply payments and keep the AR aging current
Track deposits, retainers, and progress billing correctly
Reconcile merchant and processor deposits against the invoices they settle
Give you a clean list of who is late and by how much

Problems this fixes

Invoices sent late, or not at all
Payments applied to the wrong invoice, so the aging is fiction
Deposits and retainers recorded as revenue before they are earned

What you end up with

You know exactly who owes what, and the number is right.

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

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How It Works

Free review

We look at where your books actually stand — no obligation, no charge.

Scope and quote

You get a fixed price or a package recommendation before any work starts.

We do the work

Inside your accounting file, so you can see everything as it happens.

Ongoing close

Books stay current month to month, ready for your CPA at tax time.