Invoicing
We handle your accounts receivable by creating and sending invoices, following up on outstanding balances, and tracking payments so you always know what's owed to you.
What This Is
Invoicing is the process of billing your customers for the work you’ve done or the products you’ve delivered, then tracking those payments until the money actually hits your account. It sounds simple, but keeping up with it consistently is where most small business owners fall behind.
When invoices go out late or don’t go out at all, cash flow suffers. And when nobody is tracking what’s been paid versus what’s still outstanding, money slips through the cracks. We take over this entire process so that every dollar you’ve earned gets billed and collected.
The Work
The Work
We create and send invoices on your behalf, apply payments as they come in, and maintain an accurate accounts receivable ledger. We also follow up on overdue balances so that outstanding invoices don’t just sit there aging indefinitely without anyone noticing.
The Process
The Process
You tell us the work is done or provide the details we need, and we handle the rest. Invoices go out promptly, payment reminders are sent on a schedule, and you receive regular updates showing who owes you money, how much, and for how long. No chasing required on your end.
Why This Matters
Revenue on paper means nothing if the cash isn’t in your bank account. A contractor finishes a $15,000 job on Tuesday but doesn’t send the invoice until the following week because they’re already on the next project. The client doesn’t pay for 30 days after receiving it. That’s almost six weeks of unnecessary delay on money that was already earned.
Multiply that across several clients and jobs, and you end up with a business that looks profitable on paper but struggles to make payroll or cover material costs. The issue isn’t the quality of your work or even the willingness of your customers to pay. It’s that invoices aren’t going out fast enough and nobody is watching the receivables closely.
Lost Revenue
Lost Revenue
It happens more often than people think. A job gets completed, the owner moves on to the next thing, and the invoice never gets sent. Or it gets sent months later and the customer disputes the amount because too much time has passed. Consistent invoicing prevents work from going unbilled entirely.
Awkward Conversations
Awkward Conversations
Most business owners don’t enjoy chasing people for money. So overdue invoices sit there. A week becomes a month, a month becomes a quarter, and by then it feels uncomfortable to bring it up. Having a professional process in place removes the personal awkwardness and turns collections into a routine business function.
What Changes
Cash comes in faster because invoices go out right away. You stop wondering who owes you what because you have a clear picture of your outstanding receivables at all times. That visibility alone changes how you plan and make decisions about spending, hiring, and taking on new work.
You also reclaim the time you were spending on billing and follow-ups. For many of the small business owners we work with in the Tampa Bay area, that time is better spent on the work itself or on growing the business. The administrative side of getting paid should not compete with the work that generates the revenue in the first place.
Predictable Cash Flow
Predictable Cash Flow
When invoices go out on time and follow-ups happen consistently, payment timelines tighten up. You start to see a rhythm in your receivables. That predictability makes it easier to plan for upcoming expenses, manage payroll, and avoid those stressful gaps where you’re waiting on money you already earned.
Clean Records
Clean Records
Every invoice, payment, and outstanding balance is recorded properly in your accounting system. That means your financial reports reflect reality, your bookkeeper or CPA has accurate data to work with, and you never have to dig through emails or text messages trying to figure out if someone paid you.
Tampa Bay's Small Business CPA Firm
First Step:
A Short Conversation
Tell us about your business and where you need support. We'll walk through your situation, answer your questions, and give you a clear quote.
