Accounts payable and receivable (AR/AP) management
Get paid faster and pay bills on time without chasing paperwork. I send and track your invoices, follow up on late payments, enter and schedule your bills, and keep a clear list of who owes you and who you owe.
Starting at $79 a month, based on invoice and bill volume.
When AR/AP needs help
- Invoices go out late, or not at all
- No one follows up on overdue customers
- Bills paid late, with late fees
- Duplicate payments to vendors
- No idea how much customers owe you right now
- Cash looks fine, until a big bill lands
Who this is for
Businesses that invoice customers or pay a steady stream of vendor bills: contractors, agencies, event businesses, wholesalers, service companies and medical practices.
What's included
- Invoices created and sent from your accounting software
- Payment reminders on a schedule you approve
- Customer payments recorded and matched to invoices
- An accounts receivable aging report, so you see who is late
- Bills entered as they arrive, with due dates
- Bill payments scheduled for your approval
- Vendor records kept clean, with W-9s on file for 1099s
- An accounts payable aging report each month
You stay in control
I prepare and schedule; you approve payments. Nothing leaves your bank without your sign-off.
Works with monthly bookkeeping
AR/AP can be added to monthly bookkeeping or run on its own.
Why aging reports matter
A business has $40,000 in open invoices. The aging report shows where it really stands.
| Current (not yet due) | $22,000 |
| 1 to 30 days late | $10,000 |
| 31 to 60 days late | $5,000 |
| Over 60 days late | $3,000 |
Made-up numbers. The older an invoice gets, the harder it is to collect.
How it works
- 1
Free call
We go over how you invoice and pay bills today.
- 2
Setup
I connect to your accounting software and set up invoice templates, reminders and an approval routine.
- 3
Weekly rhythm
Invoices out, payments recorded, bills scheduled for your approval.
- 4
Monthly report
AR and AP aging, with anything that needs your attention.
What I need from you
- Access to your accounting software
- Your customer list and payment terms
- Where bills arrive (email, mail, portal)
- Who approves payments, and how
Documents go through my secure client portal, never email.
AR/AP questions
Which software do you use?
QuickBooks Online, Xero, Zoho Books, FreshBooks and Invoice Ninja for invoicing, plus bill pay tools such as BILL if you already use them.
Do you contact my customers?
Only the way you approve: friendly reminders from your accounting software or email, in your name and tone.
Can you pay my bills?
I schedule payments for your approval. You keep control of your bank account.
Is this the same as bookkeeping?
It's part of it. AR/AP keeps money moving in and out; monthly bookkeeping reconciles everything and produces your reports.
Want to get paid faster?
Book a free call, or send a message about your business.