Link receipts to the right records
Agree how bank receipts, processor settlements, deductions and credit notes are matched. Unidentified receipts remain visible for clarification rather than being allocated to an account without a basis.
Prepare an actionable ageing
An ageing schedule is useful when disputed invoices, agreed credits and timing differences are explained. Define ageing dates and how queries should be assigned to the client’s account or sales team.
Agree communication authority
Customer statements or reminder drafts can form part of the agreed support. Direct collection activity, credit decisions and legal recovery require a separate scope. No outcome or recovery rate is promised.
Start with a defined assignment.
Do you need ledger maintenance, ageing reports or an agreed follow-up process? Share the software, country and approximate workload. We assess the fit, confirm the preparation and review responsibilities, and propose a limited initial scope before considering recurring support.
Request a scoped proposal ↗Questions about this service
What should we prepare for accounts receivable?
Begin with customer invoices and credit notes; receipts and settlement reports; customer allocation and escalation rules. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include receipt-allocation records; receivables ageing with exceptions; statements or follow-up schedules where agreed. Unresolved questions are identified for review.
Can we start with one process?
Yes. A limited pilot can establish the workflow, questions and review points before recurring support or additional capacity is agreed.
Where is the work performed?
Our accounting outsourcing delivery is based in India. Engagement scope, working arrangements, systems and review responsibilities are agreed before work begins.
Who reviews the work?
We prepare the agreed accounting work and identify questions. Your designated reviewer accepts the handover; regulated advice, filing, certification and attestation remain with the appropriately authorised professional where required.