Collections

We work best where transactions map cleanly to a chart of accounts and you can commit to monthly document deadlines.

Strong fit

• Professional services (consulting, agencies) with project or retainer revenue.
• Light retail/e-commerce with processor settlement reports.
• Subscription SaaS with deferred revenue you already track in your software.

Usually a referral

• Heavy multi-entity consolidation or foreign currency hedging.
• Inventory-heavy manufacturing without a perpetual system.
• Public company reporting or PCAOB audit prep—we are not that firm.