Finance routines that run on time, every month.
We set up how money moves through your business: invoicing, collections, approvals, bill pay and month-end. We configure your accounting and billing tools to match, train the people who use them, and keep it running.
- Good fit
- Companies whose billing and approvals have outgrown email
- Systems
- The accounting and billing tools you already use
- You get
- Documented routines, configured tools and a trained team
- Pricing
- Custom quote after a free call
What we put in place
A clean handoff from sold work to an accurate invoice, sent on time.
Reminder schedules and a follow-up routine, so cash comes in without chasing.
Who approves what, by when, and how bills get paid on schedule.
A checklist that gets everything to your bookkeeper or accountant complete and on time.
Expense, purchasing and company card policies people can actually follow.
A short set of monthly numbers your leadership reviews the same way each month.
How the work goes
We map how money moves today, from sale to invoice to payment, and where it stalls.
We write the routines and policies, then set up your accounting and billing tools to follow them.
The people who invoice, approve and pay learn the process, with guides they keep.
We run the routines with you each month and keep improving them as you grow.
Common questions
Are you accountants or bookkeepers?
No. We set up and run the processes and systems around your finances, and work alongside your bookkeeper or accountant, who handles the books and taxes.
Which accounting tools do you work with?
We work in the accounting and billing tools you already use, and help you choose a new one if you are outgrowing it.
Can you run this for us each month?
Yes. With ongoing operations management, we run the routines with your team each month and keep them current.
Related: Bookings to billings · Stop paying for auto-renewals · Month-end close checklist · Spending approvals and expense policy
Tell us how money moves through your business today.
A free 30-minute call. You'll leave knowing where to start.