Get paid for the work. Skip the awkward client calls.
Agencies, consultancies and professional firms lose weeks to vendor onboarding, missing purchase orders and “one more approval”. We handle the follow-up in your name so your partners and account managers can stay focused on the client relationship.
The people who win the work shouldn’t chase the money.
When the account manager or founder is also the collector, two things happen: follow-up slips, and every payment conversation puts the relationship at risk.
Clients rarely refuse to pay a good agency or consultant. Invoices stall because procurement wasn’t set up, a PO expired, a milestone wasn’t formally signed off or the invoice went to the wrong inbox. Those are process problems, and process problems can be fixed.
Typical reasons invoices stall
- Client vendor onboarding not completed
- PO missing, expired or exhausted
- Milestone or deliverable not formally accepted
- Invoice format doesn’t match the statement of work
- Client contact changed or left the company
- Retainer invoices paid irregularly
A finance team your clients will find easy to pay.
Vendor onboarding
Supplier forms, W-9s, bank-detail confirmations and procurement portals completed early, so the first invoice isn’t the one that waits.
PO & SOW alignment
We track purchase orders and remaining balances, and flag before an invoice exceeds a PO or falls outside the statement of work.
Milestone sign-offs
We confirm acceptance of milestones and deliverables with the right contact before the invoice is due.
Relationship-safe follow-up
A tone that fits a long-term client relationship, with escalation only along the path you approve.
Retainer discipline
Recurring invoices followed up on schedule, so retainers arrive as reliably as you deliver.
Reporting by client
Aging and DSO by client and project, plus a 13-week cash forecast for staffing and hiring decisions.
Firms that bill other businesses.
- Marketing, creative and digital agencies
- Management and IT consultancies
- Engineering and architecture firms
- Staffing and recruiting firms billing B2B clients
- Training, research and other B2B professional services
Your clients keep talking to the people who do great work for them. We talk to their accounts payable team.
Questions about AR for professional firms
Will our clients know you are an external firm?
Only if you want them to. We follow up as your accounts receivable team, in your company’s name, with templates you approve.
Can you handle client procurement portals?
Yes. With access you provide, we register, upload invoices and track their status in client portals.
Do you work with time-and-materials billing?
Yes. We follow up on retainers, fixed-fee milestones and time-and-materials invoices alike, and flag anything that may trigger a scope or approval question.
Let’s get you
paid on time.
Book a free AR review. We’ll look at your receivables with you and show you what’s overdue, why it’s stuck and what we would do first.