Accounts Payable and Receivable Management

Stop managing invoices, chasing payments, and tracking what you owe. We handle it.

AP and AR management from Rev Your Bookkeeping takes the operational weight of accounts payable and receivable off your plate, so your cash flow stays visible, your vendors get paid on time, and your customers do not fall through the cracks.

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Our Services

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The hidden cost of managing AP and AR yourself.

It is not just the hours. It is everything that falls through the cracks while you are spending them.

You spend more time chasing outstanding invoices than you do running your business.
Vendors occasionally get paid late because the approval process lives in your head and your inbox simultaneously.
You have outstanding receivables that are weeks or months old and no clear picture of what is actually collectible.
A customer pays and it takes days to figure out which invoice it was for and whether the balance is cleared.
You are managing AP approvals in your email, tracking AR in a spreadsheet, and reconciling both in your accounting platform, none of which talk to each other cleanly.
You have no reliable aging report, so you are guessing at what your actual cash position will look like in thirty or sixty days.
Every time you hand this off to someone internally, it comes back wrong or falls behind.

AP and AR management is not glamorous work. But when it is handled poorly, it creates cash flow uncertainty, strained vendor relationships, and lost revenue from invoices that were never followed up on. When it is handled well, you always know where you stand and your business runs more smoothly because of it.

Overview

We are a consulting firm with over 29 years of experience in all industries, supporting their financial growth. We also offer expert guidance, unlocking your potential for growth and profitability that helps proof our business investment and ensuring success in our mission as business advisors!

Our specialist team of consultants understands the importance of maintaining a long lasting business relationships with clients to deliver specific investment solutions for a long term success and empower thier business growth. Financial success depends on relying on a team of experts with in-depth knowledge and massive experience in business application solutions to guide you through the process and provides the necessary tools to reach the desired goal and exceed your expectations.

Find out about the ways to deal with debts if you are falling behind with daily bills, loan and repayments or other commitments. Get some free advice by speaking to one of our financial advisers over the phone! Just submit your details and we’ll be in touch shortly.

To help our clients go from dreaming to doing, we have our core beliefs that are central to their investing success. We’re here to help with any questions you have on your path to find financial security. It takes time, effort, and discipline to be successful with this goal, so don’t be lured by get rich quick schemes and too good to be true opportunities that can send you down a dangerous path.

Helping people make smart financial decisions is the most difficult mission. We are committed to publishing only accurate and actionable advice, personalized tools to help people navigate life’s big personal finance decisions.

Key Benifits

We believe that financial goals are more than a number to our clients. It may represent a new home, a small business, a comfortable retirement or a college education. To help our clients go from dreaming to doing, we have our core beliefs that are central to their investing success. We’re here to help with any questions you have on your path to find financial security.

What type of clients do you work with?

Is there a fee for an initial meeting with you?

Will you work with my accountant and lawyer?

Do you have any tools that help track my finances?

Stats & Charts

Building wealth is a goal that many people aspire to, but it can often seem like an overwhelming task. It takes time, effort, and discipline to be successful with this goal, so don’t be lured by get rich quick schemes and too good to be true opportunities that can send you down a dangerous path.

Our specialist team of consultants understands the importance of maintaining a long lasting business relationships with clients to deliver specific investment solutions for a long term success and empower thier business growth.

Helping people make smart financial decisions is the most difficult mission. We are committed to publishing only accurate and actionable advice, personalized tools to help people navigate life’s big personal finance decisions.

Retail & Consumer

Sciences & Healthcare

Industrial & Chemical

Power Generation

Oil & Gas

What comes off your plate.

Two sides of the same cash flow problem. We manage both.

Accounts payable and accounts receivable are mirror problems. One is about what you owe and when. The other is about what you are owed and whether you are going to collect it. Both require consistent attention, organized records, and someone who is actively watching the numbers. Here is what we handle on each side.

WHAT YOU OWE

Accounts Payable

Recording and categorizing all vendor bills and expenses as they come in
Maintaining a current and accurate payables ledger so nothing gets missed
Tracking payment due dates and flagging upcoming obligations before they are overdue
Generating aging reports that show exactly what is owed and when it is due
Reconciling vendor statements against your books to catch discrepancies
Providing clear visibility into your upcoming cash obligations so you can plan ahead
Coordinating with Bill.com and similar AP platforms to ensure records stay in sync

WHAT YOU ARE OWED

Accounts Receivable

Preparing and sending invoices to your customers on your behalf within your accounting platform
Maintaining a current receivables ledger with accurate balances for every customer account
Generating AR aging reports that show what is current, what is past due, and by how long
Flagging overdue accounts so you can take action before balances age into collection risk
Recording payments received and applying them accurately to the correct invoices
Reconciling customer account balances to ensure your records reflect reality
Providing a clear picture of expected cash inflows so you can project your cash position

What this service includes and what it does not.

We are specific about scope because you deserve to know exactly what you are getting.

AP and AR management means different things to different providers. Some firms execute payments directly. Others only produce reports. We are precise about what we do so there are no mismatched expectations after you sign on.

For those who want the specifics

✓ What we handle	✕ What stays with you
✓ Recording and categorizing all vendor bills and expenses	✕ Authorizing or executing vendor payments from your bank account
✓ Tracking due dates and flagging upcoming payables	✕ Making financial commitments or entering into vendor agreements on your behalf
✓ Generating AP aging reports showing what is owed and when	✕ Negotiating payment terms with vendors
✓ Preparing and sending customer invoices within your accounting platform	✕ Directly contacting your customers to collect on outstanding balances
✓ Tracking customer payments and applying them to open invoices	✕ Pursuing collections or engaging third-party collection services
✓ Generating AR aging reports showing what is current and what is past due	✕ Making credit decisions about customers on your behalf
✓ Flagging overdue accounts so you can take collection action	✕ Acting as a point of contact for your customers or vendors

✓ What we handle	✕ What stays with you
✓ Recording and categorizing all vendor bills and expenses	✕ Authorizing or executing vendor payments from your bank account
✓ Tracking due dates and flagging upcoming payables	✕ Making financial commitments or entering into vendor agreements on your behalf
✓ Generating AP aging reports showing what is owed and when	✕ Negotiating payment terms with vendors
✓ Preparing and sending customer invoices within your accounting platform	✕ Directly contacting your customers to collect on outstanding balances
✓ Tracking customer payments and applying them to open invoices	✕ Pursuing collections or engaging third-party collection services
✓ Generating AR aging reports showing what is current and what is past due	✕ Making credit decisions about customers on your behalf
✓ Flagging overdue accounts so you can take collection action	✕ Acting as a point of contact for your customers or vendors

The payment authorization and customer-facing collection decisions stay with you because they involve your business relationships and your financial commitments. Our job is to make sure you always have the accurate, current information you need to make those calls with confidence and on time.

What changes when AP and AR are actually managed.

Cash flow visibility is not a finance function. It is a decision-making tool.

When your AP and AR are managed accurately and consistently, something shifts in how you run your business. You stop guessing at your cash position. You stop worrying about whether a vendor invoice was missed. You stop losing revenue to invoices that were sent late, applied incorrectly, or never followed up on.

Instead, you have a clear picture of what is coming in, what is going out, and what your cash position will look like in thirty, sixty, and ninety days. That visibility is what lets you make the decisions that matter: whether to hire, whether to invest, whether to extend credit, whether to accelerate collections.

Most business owners do not realize how much of their financial anxiety comes from not knowing these numbers. When you do know them, and when you trust them, that anxiety goes away.

Knowing what you are owed and what you owe, accurately and in real time, is not a luxury. It is the minimum standard your business deserves to operate on.

Built on top of clean books.

AP and AR management is an add-on to monthly bookkeeping, not a replacement for it.

Effective AP and AR management depends on accurate underlying books. You cannot produce a reliable aging report if your transactions are miscategorized or your reconciliations are behind. You cannot flag overdue invoices if the payment records are not up to date.

That is why AP and AR management from Rev Your Bookkeeping is structured as an add-on to monthly bookkeeping. The foundation has to be right for the operational layer to work. Clients who add AP and AR management to their monthly bookkeeping engagement get a fully integrated service: accurate books, consistent reconciliations, and active management of their payables and receivables, all maintained by the same team.

If you do not currently have a monthly bookkeeping engagement with us and are primarily interested in AP and AR support, we will discuss what the right starting point looks like for your business during your discovery call.

We work in the tools you already use.

Your AP and AR workflow should not have to change because you hired us.

We manage AP and AR within your existing accounting platform and coordinate with the operational tools your business already relies on. You do not need to adopt new software to work with us.

ACCOUNTING PLATFORMS

AP AND AR TOOLS WE COORDINATE WITH

Bill.com — Accounts payable automation and vendor payment management
Stripe, Square, PayPal — Payment processor reconciliation and invoice tracking
Shopify, WooCommerce — E-commerce order and payment reconciliation
Dext, Hubdoc — Bill capture and document management
Expensify, Ramp, Brex — Expense tracking and AP coordination

Who AP and AR management is built for.

For business owners who are done being their own billing department.

AP and AR management is the right service for business owners who have hit the point where managing payables and receivables manually is no longer sustainable. Whether that means invoices falling through the cracks, vendor relationships suffering from late payments, or simply spending hours every week on work that should not require your attention, this service is designed to take that function off your plate and put it in the hands of someone who manages it properly.

You are a good fit if:

You are spending meaningful time every week managing invoices, following up on payments, or tracking what you owe to vendors.
Your receivables aging is unclear, inconsistent, or just not something you have time to stay on top of.
You have lost revenue from invoices that were sent late, applied to the wrong account, or never collected on.
You need reliable cash flow visibility to make decisions but your current AP and AR records do not give you that.
You have tried to delegate this internally and the results have been inconsistent.
You are growing and the volume of payables and receivables has outgrown what you can manage alongside everything else.

Industries where this service is particularly valuable:

Professional services and agencies with project-based billing and milestone invoicing
Construction and architecture firms managing subcontractor payables and client receivables across multiple projects
Healthcare practices managing insurance billing coordination and vendor payables
E-commerce businesses reconciling high-volume payment processor transactions
SaaS and subscription businesses managing recurring billing and customer account balances

The complete financial operations picture.

AP and AR management works best as part of a complete bookkeeping engagement.

Monthly
Bookkeeping

The foundation AP and AR management is built on. Clean, accurate books are what make reliable aging reports and cash flow visibility possible. Learn More

Financial
Reporting

Pair AP and AR management with monthly reporting to see your full financial picture, including cash flow, every month by the 15th. Learn More

Your time is too valuable to spend managing invoices. Let us take it from here.

Every hour you spend on AP and AR administration is an hour you are not spending on the work that actually grows your business. And every week that passes with unreliable payables and receivables records is another week of decisions made with incomplete cash flow information.

Book a free discovery call and we will walk through your current AP and AR situation, what is working, what is not, and what it would look like to have it handled properly from this point forward.

How do I know if I actually need this?

I already have a bookkeeper. What does switching look like?

Do I need to know what I need before reaching out?

Get In Touch

Thirty minutes. No commitment. Just a clear conversation about what your AP and AR actually need.

Expect and deliver the highest quality outcomes.

Our purpose is to build trust and maintaining a long lasting relationships with our clients.

Helping people make smart financial decisions is the most difficult mission. We are committed to publishing only accurate and actionable advice, personalized tools to help people navigate life’s big personal finance decisions.

Year over year, we get to know the people who make the company work. We believe investing this way not only can ease risk, it powers each fund with a diverse of experienced investment professionals.

Acknowledge needs and objectives

We prepare for your meeting by identifying key milestones or events that have happened since we last met. Then we review your portfolios to see if they’re well positioned to meet

Provide a comprehensive long term perspective

We ascertain our client’s financial outlook to determine whether they should seek investments weighted toward preservation of capital, a balance of income and appreciation, or growth.

Establish confidence and discuss opportunities

We will provide unique recommendationa in sensible investment choices that will help our clients meet their long term goals or fund their retirement income needs.

What Our Customers Feel About Our Services!

When our customers succeed, so do we!!

It’s been an excellent experience. Allianz team of consultants is a trusted partner; they took the necessary time to understand our operations and needs, which was essential for our providers and clients. They were professionals and made the right changes and adjustments to align project team with our culture and needs.

Dana Wade Sr

Optime Inc

Ann John