What’s included
- Accounts payable and receivable coordination
- Invoicing and payment tracking
- Recurring reports and management updates
- Document and deadline organization
- Vendor and 1099 tracking
- Coordination across accounting, tax and payroll
Services
Bill Pay, Invoicing & Cash Flow
Somebody has to send the invoices, follow up on receivables, queue the bills for approval and know what cash looks like three months out. When that somebody is the owner, growth stalls. Balance Partners runs bill pay, invoicing and a rolling cash-flow forecast for owner-led businesses — coordinated with the books, payroll and taxes we already manage.
The problems we usually see
- The owner is the accounts-payable department
- Invoices go out late, so cash comes in late
- Vendor records and documents scattered across inboxes
- Cash is a surprise every other Thursday
How Balance Partners helps
We build a routine: invoices out on schedule, payables organized and queued for your approval (you authorize every payment), receivables followed up before they age, a 13-week cash-flow forecast refreshed on a set cadence, and deadlines tracked — all tied to the books, payroll and taxes we already manage.
What you receive
A weekly or monthly operating rhythm, an open-item list, aging summaries for receivables and payables, a cash-flow forecast you can plan hiring and purchases against, and one person to ask about any of it.
Who this is for
Owner-led businesses — including med spas and aesthetics practices — where invoicing, bill pay and cash questions are crowding out real work, and owners who want this handled without hiring for it.
How it works
From first call to steady rhythm.
Step 01
Fit call
Twenty minutes about your business, your setup and what’s not working.
Step 02
Written proposal
Scope, deliverables, timeline and the monthly fee — in writing.
Step 03
Guided onboarding
Access, history review and setup. You always know what’s next.
Step 04
Monthly rhythm
Deadlines tracked, work delivered, questions answered.
FAQs
Common questions
Do you make payments from our accounts?
Payment workflows are structured so approvals stay with you — we prepare and organize, you authorize.
Can we start small?
Yes — many clients begin with books plus bill pay or invoicing and expand from there.
Is this a replacement for a bookkeeper or an office manager?
It replaces the financial-admin portion of both, with CPA oversight neither usually has.
Do you take this work on for other accounting firms?
No. Balance Partners works directly with business owners. We do not take overflow, white-label or subcontracted work from other accounting firms, and we do not pay or collect referral fees.
What affects pricing
Scoped to your actual situation.
Volume of invoices and bills, number of vendors and customers, reporting cadence, and how many functions we take on. See how our pricing works.
Related services: Monthly Bookkeeping & Accounting · Payroll, W-2 & 1099 Support
From the library
Guides on this topic
How to Build a 13-Week Cash Flow Forecast for Your BusinessHow to build a 13-week cash flow forecast: the layout, where the inputs come from, the payroll and tax dates to include, and a worked $2M contractor example.Why Business Profit Does Not Always Equal CashLearn why a profitable business can still be short on cash and how receivables, inventory, debt, equipment, and owner activity affect cash flow.
Ready to talk it through?
No obligation. We’ll discuss your current setup, your immediate concerns, and whether Balance Partners is the right fit.
Request a 20-Minute Fit Call →