Accounts Receivable
for Reliable Cash Flow

Professional AR management that protects customer relationships and reduces strain on your team.

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30-minute conversation • No obligation, just clarity

Customer paying at a counter and a professional reviewing invoices for accounts receivable management.

AR Management Benefits

Faster customer payments
Lower aging & fewer write-offs
Predictable cash for planning
Automated follow-ups
Days-to-pay visibility

Smiling professional calculating predictable cash flow benefits from accounts receivable management.

Is this you?

If AR is running off reminders and spreadsheets, you’re not alone. We build you a system that protects cash flow and customer trust.

Reminders happen “when there’s time,” not on a schedule

Invoices go out, but payments fall behind

Forecasts suffer from outdated receipt data

Follow-ups risk straining customer relationships

AR Built Into Every Service

From basic invoicing to strategic cash flow oversight

Bookkeeping Services
Basic Customer Invoicing Services

Invoices generated & sent via QuickBooks Online
Payments recorded & matched to outstanding balances
Basic tracking of overdue invoices

Foundation

Prevents lost income. Ideal for small teams and organizations that need reliable billing.

Bookkeeping Services

Outsourced Accounting
AR Workflows & Oversight

All bookkeeping services included
Automated follow-ups for unpaid invoices
Integration with Stripe, Square, Shopify, PayPal, or other tools
Complex invoice creation with customized integration of your time & expense system
AR aging reports, balance summaries, & payment status alerts
Weekly or monthly AR reviews tied to cash flow

Enhanced

Reduces AR aging and improves the reliability of incoming cash.

Outsourced Accounting Services

Fractional CFO
AR Forecasting & Strategy

All AR outsourced accounting services included
AR data tied into cash flow forecasts
Analysis of customer payment trends & collection cycles
Monitoring of AR Days-to-Pay
Investor & board dashboards
Alignment of receivables with working capital & long-term funding strategy

Strategic

Turns AR into a strategic, forward-looking function.

Fractional CFO Services

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I couldn't be happier with our Accountix team. I own a small winery, and the bookkeeping began to consume an inordinate amount of ownership's time. Accountix was able to get up to speed very quickly so my partner and I could focus on growing the business. Highly recommend!

Andrew Fitzgerald, Tripers & Askers

When Accountix came in… my business, the financial part and the business part, got really solidified. And I feel like as a new business owner you really need that – you need somebody who is consistently doing your checks and balances.

Jen Steinwurtzel, Jake & Jones

Van and the Accountix team took over the complicated nightmare my books once were and de-mystified them. The once tangled web of accounting I used to dread is now managed and presented to me in a simple, streamlined way. Today, I manage my business, instead of it managing me.

Luke Rideout, Newhaven Builders

I highly recommend their services to any business looking for financial expertise and a partner who genuinely cares about their success. As we've grown and changed, they've been right there with us, offering solutions and strategies that suit our evolving needs.

Peter Ducato, Founder, LUNO

Your Cash Flow, Simplified

Why Accounts Receivable (AR) Matters

Accounts Receivable (AR) manages the invoice-to-cash process. Done right, it drives predictable cash flow, clean reporting, and stronger customer relationships. Without it, cash becomes unpredictable.

Predictable cash flow and reduced bad debt

Clean forecasting and financial reporting

Protect customer relationships with structured follow-ups

AP Tools & Platforms

Aligning tools to optimize your invoice-to-cash flow. We work with many platforms beyond those shown. Contact us to discuss your tech stack.

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Accounting Platform
Revenue Systems
Forecasting & Reporting

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Accounts Receivable (AR) FAQs

Accounts Receivable (AR) isn’t offered as a standalone service. It’s included within our Bookkeeping, Outsourced Accounting, and Fractional CFO services.

Solutions include invoice creation and delivery, payment tracking, follow-up emails, customer communication, reconciliation, and accounts receivable (AR) reporting. We adapt these workflows to your existing systems and goals.

Yes. We take care of timely, professional reminders so you get paid without awkward conversations.

We integrate with QuickBooks, Stripe, Square, Shopify, PayPal, Bill.com, and more to streamline billing, collections, and reporting.

No. We work with your current processors and systems. Our job is to streamline and optimize, not force a change.

We pull expected incoming payments into models using Fathom, Jirav, or Power BI to help you project future cash availability, track customer behavior, and report to stakeholders.

Accounts Receivable for Reliable Cash Flow

AR Management Benefits

Is this you?

AR Built Into Every Service

Bookkeeping ServicesBasic Customer Invoicing Services

Foundation

Outsourced AccountingAR Workflows & Oversight

Enhanced

Fractional CFOAR Forecasting & Strategy

Strategic

Why Accounts Receivable (AR) Matters

Predictable cash flow and reduced bad debt

Clean forecasting and financial reporting

Protect customer relationships with structured follow-ups

AP Tools & Platforms

Accounting Platform

Revenue Systems

Forecasting & Reporting

Accounts Receivable (AR) FAQs

Find the RightFinancial Support

Accounts Receivable
for Reliable Cash Flow

Bookkeeping Services
Basic Customer Invoicing Services

Outsourced Accounting
AR Workflows & Oversight

Fractional CFO
AR Forecasting & Strategy

Find the Right
Financial Support