Get expert financial guidance without committing to ongoing services. Think of a consultation as your roadmap. During your session, we'll evaluate your current challenges, answer your questions, and provide a practical recommendation tailored to your business. Whether you're looking to improve cash flow, streamline accounting processes, or solve a specific financial challenge, you'll leave with clear, actionable next steps. Many clients begin with a consultation before moving into ongoing services, while others simply need expert guidance for a one-time issue. If additional support makes sense, we'll outline your options, but the choice is always yours.

Select which topic you want to discuss below, if there are more than one please choose the one with the highest priority in your organization. We can sill discuss the other topic but we will focus on the highest priority first.

A checkup into your business’s financial health, identifying cash flow bottlenecks and areas for improvement,. You will receive a tailored report with actionable insights to strengthen your accounts receivable processes. Also, If you are looking for a second opinion review of your books, this is the service for you.

Assessment & Recommendations

• Review of current accounts receivable and cash flow processes

• Identification of inefficiencies and risk areas

• Recommendations for collection strategies & general dunning templates

• High level cash flow improvement recommendations

Enhance efficiency and reduce financial risk with structured workflows and internal controls. This tier focuses on streamlining your accounts receivable processes while ensuring compliance and consistency.

Workflow Optimization & Internal Controls Documentation

• Development of optimized accounts receivable workflows

• Documentation of internal controls for billing and collections

• Standardized processes for dispute resolution and chargebacks

• Recommendations for tracking of key performance indicators (KPI's) for cash flow monitoring

Full implementation of Credit Policy & Cash Flow Workflows

• Fully customized credit policy to best suit your organization

• Streamlining of invoicing, payment reminders, and collections processes

• Integration of payment processing solutions for faster cash flow

• Development of customized reports for better financial insights

Need temporary help while your current bookkeeper or accounting staff is out of office due to a vacation, extended leave, or in the process of hiring someone new? We offer temporary help ranging from a few days to a few months, with services from bookkeeping to full month end accounting close.

We are trained on Quickbooks, Xero, Netsuite, Sage, Zoho Books, Wave, most payroll systems, Accounts Payable softwares, many service trade softwares as well. If you are looking for a comprehensive list please email us and we would be happy to send over our technical capabilities along with all industries we work with.

We work directly with your customers to professionally resolve outstanding balances while helping preserve your business relationships whenever possible.

We offer two flexible pricing options. You can choose to pay an hourly rate for the time spent managing your overdue accounts and collection efforts, or you can choose our success based option, which includes a one time administrative fee to begin the process and a percentage of the funds we successfully collect. The success fee is only paid after your customer pays.

Every account is reviewed individually so we can recommend the most effective collection strategy and pricing option for your business.