Advisory Services

We Fix the Infrastructure Between Invoicing and Getting Paid

Most finance teams know their cash cycle is too slow. What they lack isn’t awareness — it’s a clear picture of where the friction lives and what to do about it, in order.

We provide hands-on advisory for SMB and mid-market operators who run on invoices — manufacturers, wholesale distributors, and service businesses doing $5M–$250M in revenue.

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Billing & Invoicing Infrastructure

Your invoice is the starting gun for your cash cycle. If it’s late, wrong, or hard to pay, everything downstream suffers.

• Invoice delivery audit (paper, email, portal, EDI)
• Billing system assessment and vendor evaluation
• Electronic invoicing strategy and implementation planning
• Customer payment portal design

Collections Optimization

Chasing payments shouldn’t require a full-time person with a spreadsheet.

• Days Sales Outstanding (DSO) diagnostic
• Collections workflow design and automation
• Dunning strategy and escalation frameworks
• Customer segmentation for payment behavior

Payment Acceptance Strategy

Make it easy for customers to pay you — and expensive for them not to.

• Payment method optimization (ACH, cards, checks, wire)
• Virtual card and commercial card acceptance
• Payment terms strategy and early-pay discount modeling
• Surcharging and convenience fee analysis

AP Modernization

Your payables are someone else’s receivables. Modernizing AP improves vendor relationships, captures discounts, and reduces fraud exposure.

• AP workflow and approval process redesign
• Vendor payment fraud risk assessment
• Dynamic discounting and supply chain finance evaluation
• NACHA compliance and ACH risk review

Revenue Operations

Connecting the dots between billing, collections, treasury, and operations.

• Cash flow forecasting framework
• ERP and payment system integration assessment
• Financial operations org design
• KPI and dashboard development

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Engagement Models

Diagnostic — A focused assessment of a specific area (billing, collections, AP). 2–4 weeks. Clear recommendations you can act on immediately.

Project-Based — Design and implement a specific improvement. Vendor selection, system migration, process redesign. Typically 2–6 months.

Fractional / Retainer — Ongoing advisory for companies that need experienced financial operations guidance without a full-time hire. Monthly engagement.

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