Services & starting prices
Choose the AR work
you want off your desk.
Focused packages for CPA and accounting firms. Start with a cleanup, delegate a recurring task, or add AR support for a business client.
AR Cleanup & Reconciliation
From $350 one-time
What the starting price covers
- Up to 5 hours total
- Up to 50 open invoices
- One entity, one accounting system and one agreed reporting period
Includes review, payment matching and a written findings summary.
Outside this package: Historical reconstruction, missing-document research beyond the hour limit, customer follow-up and ongoing monitoring are quoted separately.
Work is limited by both hours and volume, whichever is reached first. Additional work starts only after you approve a separate quote. Unused hours do not roll over.
Get a reliable starting point.
For firms with aging balances, unapplied payments or credits that need investigation.
- Review one entity’s AR aging and up to 50 open invoices
- Match available payments and identify unapplied cash or credits
- Deliver proposed corrections and an unresolved-items list
Discuss a cleanup ↗Billing & Invoice Support
From $300 per month
What the starting price covers
- Up to 5 hours per month
- Up to 30 invoices per month
- One entity and one accounting system
You provide approved rates, billing details and recipient information. Includes one monthly invoice log.
Outside this package: Payment reminders, payment reconciliation, fee negotiations and backlog cleanup are quoted separately.
Work is limited by both hours and volume, whichever is reached first. Additional work starts only after you approve a separate quote. Unused hours do not roll over.
Keep billing off the owner’s desk.
For firms that need invoices sent consistently without using accountants’ time.
- Prepare and send up to 30 invoices from firm-approved billing details
- Maintain recurring billing dates and track missing information
- Provide a monthly invoice log and billing-exception list
Discuss billing support ↗Monthly AR Follow-Up
From $500 per month
What the starting price covers
- Up to 8 hours per month
- Up to 25 customer accounts per month
- One entity and one accounting system
Includes one scheduled email follow-up cycle per week, payment matching for monitored accounts and a weekly status report.
Outside this package: Invoice preparation, phone follow-up, substantial historical cleanup and disputed-balance research beyond the hour limit are quoted separately.
Work is limited by both hours and volume, whichever is reached first. Additional work starts only after you approve a separate quote. Unused hours do not roll over.
Give overdue invoices consistent attention.
For firms that bill in-house but need courteous reminders and clear payment status.
- Review aging and follow up on up to 25 customer accounts
- Send approved email reminders and track payment commitments
- Match payments for monitored accounts and flag disputes
- Provide a weekly status summary and decisions needed
Discuss monthly support ↗AR Support for Your Clients
From $650 per client / month
What the starting price covers
- Up to 10 hours per month
- Up to 30 invoices and 25 customer accounts per month
- One business client and one accounting system
Includes approved billing, one scheduled email follow-up cycle per week, payment matching and a weekly report to your firm.
Outside this package: Each additional client is priced separately. Initial cleanup, phone coverage and work beyond the included hours or volume are quoted separately.
Work is limited by both hours and volume, whichever is reached first. Additional work starts only after you approve a separate quote. Unused hours do not roll over.
Add AR capacity to your practice.
For accounting firms that want help serving a business client while retaining oversight.
- Prepare up to 30 approved invoices and monitor up to 25 customer accounts
- Send approved email reminders and match payments
- Use your agreed branding, workflow and communication rules
- Provide a weekly report for your firm’s review
Discuss client support ↗Customized AR Support
A scope built around your firm.
Need a combination of services, a special project or support for several business clients? Let’s discuss the work you want to delegate.
- Combine cleanup, billing, reconciliation and follow-up
- Plan support for multiple entities or business clients
- Agree on project milestones, reporting and available work windows
- Receive a written proposal with a tailored scope and fee
Scope agreed after a discussion
Hours, invoice volume, customer accounts, software access and reporting frequency are defined in your proposal. Financial changes and customer communication follow your approval process.
Additional work: Changes outside the agreed scope require a separate quote and your approval.
Starting prices are in USD and apply to the defined scope, with usable records and timely access. Both the volume and hour limits apply. Final fees and schedules are confirmed in a written proposal after reviewing record quality and complexity. Cleanup, extra entities, additional volume, software costs and work beyond the agreed scope are quoted separately and require approval. Payments go directly to you; credits, write-offs and payment arrangements remain your decisions.