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Invoice generation · Payment tracking · AR aging · Follow-up · QBO · Xero · Sage

Offshore Accounts Receivable for CPA Firms.

AR is the process that turns completed work into cash. invoices sent, payments tracked, overdue balances followed up — every step affects your clients’ cash position and their visibility into what they’re owed. when AR is managed consistently and accurately, your clients know their receivables position at any point in time. when it’s managed poorly, they find out what they’re owed at month-end, often after it’s too late to act on it. our offshore accountants manage the full AR cycle for your CPA firm’s clients — keeping receivables current, aging visible, and overdue balances followed up systematically.

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AR service at a glance
Invoice generationSame day
Payment recordingSame day received
AR aging reportWeekly or monthly
Collections follow-upAgreed schedule
Unapplied cash clearedMonthly
What we handle

Full-cycle AR — from invoice generation to collections follow-up.

every step of the AR cycle handled inside your clients’ existing software, on a schedule agreed at engagement start.

Invoice generation
invoices generated from approved timesheets, job completion records, or sales orders and entered into QBO or Xero. invoices reviewed against the agreed price or rate before sending. format and content consistent with the client’s invoicing standards.
Payment recording
payments received matched to open invoices and recorded promptly. payment method noted. partial payments allocated correctly. credit notes applied where applicable.
AR aging report
AR aging prepared on the agreed schedule — weekly, bi-weekly, or monthly. current, 30-day, 60-day, and 90+ day buckets reviewed. any significant movements in aging flagged proactively.
Collections follow-up
overdue invoices followed up on a schedule agreed with your CPA firm and client. first reminder at agreed threshold (typically 7–14 days past due), escalation at 30 days, final notice at 60 days. all follow-up communications reviewed by you or sent under your client’s name.
Unapplied cash management
payments received without a clear invoice reference investigated and resolved. unapplied cash position reviewed monthly and cleared. no outstanding items left unresolved at month-end.
The visibility angle

AR management is a cash flow visibility service, not just a bookkeeping task.

the most valuable output of a well-managed AR function isn’t the invoices — it’s the visibility. your clients should know at any point in time: how much they are owed, how much of that is current, how much is overdue, and which customers are consistently late.

we deliver that visibility through regular AR aging reports and a clean, current AR ledger that reflects the actual position — not the position at the last close.

how much they are owed in total
how much of that is current vs overdue
which customers are consistently late
what follow-up has been sent and when

“when AR is managed poorly, clients find out what they’re owed at month-end — often after it’s too late to act on it.”

What you receive

AR current. aging visible. overdue balances followed up.

every deliverable listed below is included as standard — on every engagement, every month.

AR deliverables
AR ledger current and accurate at all times
AR aging report on agreed schedule
Collections follow-up completed on agreed timeline
Unapplied cash cleared monthly
Flagged items communicated proactively — significantly overdue accounts, disputed invoices, unusual payment patterns
Software

Your clients’ existing software. no migration.

QuickBooks Online
Xero
Sage 50cloud

we manage AR inside your clients’ existing accounting environment. no platform changes required.

Companion service
Offshore Accounts Payable for CPA Firms
invoice processing, vendor payments, AP aging, and dual approval controls — the AP counterpart to this AR service.
View AP service
Related services

Part of a complete offshore bookkeeping engagement.

Bookkeeping
Full-service offshore bookkeeping for CPA firms
AR as part of the complete monthly bookkeeping engagement — reconciliation, close, and reporting included.
Accounts payable
Offshore accounts payable for CPA firms
invoice processing, vendor payments, AP aging, and dual approval controls — the companion AP service.
Financial reporting
Offshore financial reporting and management accounts
AR aging and receivables visibility as part of the complete monthly management accounts package.

AR current. aging visible. overdue balances followed up.

book a call and tell us your clients’ AR volume and software. we’ll confirm how AR management integrates with your existing close process.

Book a discovery call

Or email accounting@nimblechapps.finance