For Accounting Firms
White-Label Accounts Receivable Services for Accounting Firms
Offer professional accounts receivable management to your clients under your own brand, without hiring a single person. We partner with CPA firms, bookkeeping companies, and fractional CFO providers and work behind the scenes as an extension of your team.
The Problem
Your clients have unpaid invoices. You do not have the capacity to chase them.
- Clients ask you to chase unpaid invoices and your team has no capacity
- Cash flow problems at a client reflect badly on your firm's advice
- You want a new recurring service without hiring or training AR staff
- You need a reliable partner who protects your client relationships
How White-Label Works
Your brand in front, our team behind
- 1
Your brand, your client
You introduce AR management as part of your firm's services. Your client never needs to know a partner is involved.
- 2
We set up behind the scenes
We get access to the client's online books, use a company email address for outreach, and meet briefly to identify sensitive customers to handle carefully or avoid.
- 3
We do the follow-up
A dedicated specialist handles invoice follow-up, past-due resolution, disputes, and payment commitments, with every email written individually.
- 4
You get the reporting
Weekly reporting on aging movement, dollars collected, and promises to pay, ready to share with your client.
See the full onboarding on how our process works.
Why Firms Partner With Us
A new service line for your firm
Recurring revenue
Add AR management to your menu of services and build a new recurring revenue stream. Escalon grew revenue 5% with no new hires. Read the case study.
No new headcount
Our team of four, with 41+ years of combined receivables experience, has capacity to take on more partners.
Results your clients feel
Faster payments and lower DSO. One client cut DSO from 154 to 52 days. Read the case study.
FAQ
White-label partner questions
Will my clients know The Receivables Agency is involved?
No. We communicate using your firm's or your client's company email address, follow your procedures, and keep your preferred tone, so the experience is seamless for the people being contacted.
Which firms do you partner with?
Accounting firms, CPA firms, bookkeeping companies, fractional CFO providers, and outsourced accounting providers that want to offer accounts receivable management without adding staff.
Which accounting systems do you work with?
We primarily work in QuickBooks Online and NetSuite, and we also work with Zoho Books, Sage, Microsoft Dynamics, Shopify, and other cloud-based systems. We do not modify anything in the accounting software.
How do we get started?
Book a short consultation. We will talk through your client base, how you would like AR positioned, and the onboarding steps, which usually take only a few business days per client.
Let's talk about partnering
A free 30-minute call with George to see whether white-label AR fits your firm.