Paying Bills (Accounts Payable) Invoicing Clients (Accounts Receivable)
This portion of our service offering handles all of the functions of a bookkeeper. We would code and maintain your accounts payable including credit cards, ensure bills are paid timely, and make sure that your accounting software is updated regularly. Our Cash Flow Management Service is always included in this option.
Handling customer invoicing and relations can be a sensitive item so in order to ensure success we need to have a point of contact on your team that we can work with to confirm all outgoing customer invoices before they are sent. At the beginning of the engagement we will establish a protocol for what, where, and when information needs to be pulled to prepare customer invoices. As part of this service we will record payments in the accounting ledger as well as reach out to past due customers with either a regular account statement or a soft reminder phone call.