Consistent customer follow-up
A regular follow-up routine for the accounts we manage, with customer responses and next steps recorded.
Fractional accounts receivable support FOR SERVICE BUSINESSES USING QUICKBOOKS ONLINE
What could your business do with more cash?
Completed work should bring money into your business. When invoices remain unpaid, your expenses don’t wait.
We help you or your existing team manage outstanding receivables, work through payment hold-ups, and handle customer follow-up, without adding a full-time AR position.
Are you ready to own getting paid?
ACCOUNTS RECEIVABLE SUPPORT
Give outstanding invoices the attention they need.
Sending invoices and reminders is only part of getting paid. Disputed charges, missing approvals, and missed payment commitments take time to resolve. Whether you handle AR yourself or share it with a team, we take responsibility for an agreed part of that work and keep you informed.
Fractional support for an agreed part of your receivables workload, without hiring a full-time employee.
Help resolving payment hold-ups
Check account details and work through missing paperwork, billing questions, and customer concerns.
Tracked payment commitments
Record promised dates, check whether payment arrives, and follow up when commitments are missed.
A clear view of progress
Know what has happened, what remains unresolved, and which decisions need your attention.
Getting started
We review your aging list, organize account information, and agree on priorities, responsibilities, and a follow-up routine.
Ongoing support
We follow up with customers, work through payment hold-ups, track commitments, and report progress on the accounts we manage.
We agree on what we handle, what stays with you or your team, and how we keep you informed before work begins.
Discuss my receivablesSubmit your details and we’ll contact you within one business day.
02 / Where support fits
AR support that fits how your business runs.
Whether you handle AR yourself or have a team in place, we take responsibility for an agreed part of the work.
For service businesses, including HVAC, plumbing, electrical, landscaping, pool services, property management, homeowners associations, and more.
You’re handling it yourself.
Following up on invoices competes with running jobs, serving customers, and managing the business. We take on agreed AR responsibilities so they receive consistent attention.
Your team needs more capacity.
Your process is in place, but unresolved accounts need more time than your team has available. We work alongside them and take on a defined portion of the workload.
Some accounts need a different conversation.
Another reminder may not resolve a billing concern or missed commitment. We review the history, speak with the customer, and work through the next step within your agreed authority.
THE HUMAN SIDE OF ACCOUNTS RECEIVABLE
Getting paid takes persistence. Keeping customers takes judgment.
Payment conversations can become difficult when a customer questions a charge or misses an agreed date. We check the details, listen to the concern, and keep the conversation focused on resolving the balance. You retain control over decisions that need your approval.
03 / Find the gaps first
See where your
AR routine needs attention.
Identify gaps in customer follow-up, payment commitments, and responsibility for unpaid invoices. Answer 16 short questions to see where your process needs attention and what to address first.
Check my receivables processYOUR RESULTS INCLUDE
- Where follow-up may be breaking down
- Payment obstacles ranked by your priorities
- Gaps in account notes and responsibility
- Recommended next steps based on your answers
View your results immediately, then print or save them.
The checkup uses your responses. It cannot establish the cause of each unpaid invoice or how much can be recovered.
04 / Working with Patelzick
Know who’s handling
your receivables.
Jaylene leads our accounts receivable support. While helping run a mechanical services company, she negotiated payment agreements and helped recover $775,000 in outstanding receivables. Jaylene works in QuickBooks Online and brings experience in accounts receivable, customer relationships, and daily operations to the accounts we manage.
Tell us how you currently manage unpaid invoices and where you need support. We’ll agree on what we handle, what stays with your team, and how we report progress. Your team retains authority over customer decisions and disputed balances.
We start by understanding your current process and where support would make the most difference.
Meet Jaylene and AaronA FEW PRACTICAL QUESTIONS
Before you start.
What does accounts receivable support cover?
We can discuss support with aging reviews, invoice follow-up, missing paperwork, payment commitments, account notes, and reporting. The exact tasks and authority are agreed around your business and the work your team already handles.
Can you work alongside our existing team?
Yes, that is a support arrangement we can discuss. The starting point is to identify the tasks your team owns, where work is slipping, and which responsibilities would benefit from additional capacity or clearer handoffs.
Do I need to upload an aging report?
No. The checkup asks for approximate ranges and information about your routine. You do not need to share customer names, invoice records, or documents to see your results. A current aging report may be useful for a later discussion.
Is the checkup free?
Yes. You can complete the checkup, see your findings, and print or save them before sharing contact details. Requesting a discussion is optional and does not purchase a service or subscribe you to a newsletter.
Will the results tell me how much we can collect?
No. The answers show reported process gaps and workload. Establishing recoverability, customer priorities, and the cause of individual unpaid invoices requires account-level records and review.
What if I don’t know some of the answers?
Choose “Not sure.” Your results will identify information to clarify. An unknown answer is not treated as proof that your process is failing.
YOUR NEXT MOVE
Get experienced support
behind your receivables.
Discuss my receivablesSubmit your details and we’ll contact you within one business day.