We act as your proactive accounts receivables partner.

• Run a AR Report weekly and consolidate it into an easy-to-read Excel sheet

• Track every outstanding invoice and record its status in the collections process

• Document all actions taken (calls, emails, follow-ups - if applicable) with clear notes

• Provide recommendations to help accelerate payment where possible

Result: Your office receives a reliable weekly snapshot of receivables - organized, updated, and ready for leadership or accounting to review without extra digging.

We handle the follow-through so your office doesn’t have to chase payments.

• We handle follow-up with the right parties to keep payments on track - such as clients, vendors, or, in the case of restoration, insurance companies, adjusters, and homeowners

• Record every follow-up and outcome in your existing systems - whether that’s project management tools, accounting software, or industry platforms like RestoreNet

• Flag delays or problem cases for your team to review and escalate if needed

Result: Collections keep moving forward every week with full documentation, without overwhelming your staff.

We keep your records aligned and up to date.

• Double-check files in the platforms your team uses (RestoreNet, XactAnalysis, or other internal systems) to ensure all communication is captured

• Add missing notes or updates from staff, clients, or external contacts so records stay accurate

• Align systems with the AR Report for accuracy and transparency

Result: Cleaner files, fewer communication gaps, and systems that reflect the real receivables picture

We give your team clarity beyond the numbers.

• Provide Excel reports with notes, trends, and actionable recommendations

• Highlight recurring bottlenecks in responses or file handling

• Suggest process improvements to accelerate collections while keeping communication professional

• Identify additional revenue opportunities from pending or overlooked work (such as older projects awaiting invoicing, unbilled services, or recurring fees not yet captured)

Result: A more efficient, streamlined receivables process backed by clear insights that strengthen your bottom line.