top of page

Choose your A/R plan

  • Core A/R

    1,000$
    Every month
     
    • Up to 35 invoices per cycle; up to 20 active customers
    • 2 invoice batches/month (1st & 15th)
    • Client onboarding: W‑9/customer details, terms, tax settings
    • AR inbox management + invoicing in QBO
    • Basic reminders: 7/14/30‑day emails
    • Sales & use tax tracking + exemption certificate collection
    • Monthly sales + AR aging report
    • SLA: Invoices issued within 2 business days of receipt

  • Growth A/R

    1,800$
    Every month
     
    • Up to 90 invoices/cycle; up to 60 active customers
    • Weekly invoicing runs
    • Client onboarding: W‑9/customer details, terms, tax settings
    • AR inbox management + invoicing in QBO
    • Basic reminders: 3/7/14‑day emails + 30‑day manual call
    • Sales & use tax tracking + exemption certificate collection
    • Monthly sales + AR aging report
    • Dispute/credit memo handling; exception reporting
    • Monthly AR review call with DSO/aging insights
    • Does NOT include: Tax filings themselves; legacy liabilities
    • Does NOT include: A/P management
  • Best Value

    Premium A/R

    3,000$
    Every month
     
    • Up to 180 invoices/cycle; up to 120 active customers
    • Twice‑weekly invoicing + same‑day rush cutoff (10am)
    • SLA: Same‑day issue by 10am, else next business day
    • Client onboarding: W‑9/customer details, terms, tax settings
    • AR inbox management + invoicing in QBO
    • Basic reminders: 3/7/14/21‑day emails + 30‑day manual call
    • Sales & use tax tracking + exemption certificate collection
    • Dispute/credit memo handling; exception reporting
    • Multi‑channel collections‑light: email/SMS/call sequences
    • Dedicated AR specialist + shared Communication Channel
    • Monthly performance review + Quarterly revenue ops audit
    • DSO/roll‑rate dashboard; risk‑tiered follow‑ups
    • Quote‑to‑cash SOPs, approval matrix for credit/terms
    • Multi‑entity/classes/locations support
    • Excludes: Tax filings themselves; legacy liabilities;
    • Excludes: A/P management
bottom of page