LET'S TALK

Tell us about your receivables.

A few details help us understand where things stand before we talk. Fields marked with * are required.

"*" indicates required fields

Your Name*

First Last

Business Name*

What does your business do?*

Brief description of industry/services

Business Email*

Email Address Confirm Email Address

Business Phone Number*

Best Time to Call You*

Approximate Annual Revenue*

About how many customer invoices do you typically have outstanding?

About how many of those are more than 30 days past due?

How are you currently managing accounts receivable?

I handle it myself

Bookkeeper/accountant

Office/admin staff

No one consistently manages it

Other

What would you most like help with?

Keeping an eye on outstanding invoices

Following up with customers for payment

Cleaning up old/outstanding receivables

Resolving disputed or incorrect invoices

Billing/invoicing support

Customer account reconciliation

Improving our AR process

AR reporting/visibility

Managing most or all of our AR function

I'm not sure - I need someone to look at it

What's the biggest challenge with your accounts receivable right now?

Customers pay late

We don't have time to follow up

Our aging report is messy/inaccurate

We have old invoices we aren't sure we'll collect

Customers dispute invoices

Billing isn't going out consistently/on time

We don't have a consistent AR process

We don't have good visibility into what's owed

Cash flow is being affected

Our business has outgrown our current process

Other

What made you start looking for AR help now?

Anything else we should know?