Billing and collections
Bring invoicing, payment activity and outstanding accounts into a consistent monthly process. Investigate overdue balances and gaps between work completed and amounts billed.
Professional practices
Financial support for professional practices.
Connect the financial side of your practice to the time and resources you put into serving clients or patients.
Capacity and overhead
Review revenue, staffing costs and recurring overhead together. Agree on useful measures for your practice and use them to assess workload, capacity and changes in performance.
Owner planning
Coordinate bookkeeping, corporate or personal tax work and cash-flow planning within the agreed scope. Discuss owner withdrawals and upcoming commitments with the relevant records available.
What support can include
Work defined around your business.
Services, responsibilities and reporting frequency are agreed before work begins. Examples depend on your records and the engagement.
- Monthly bookkeeping and balance-sheet reconciliations
- Billing and collection reporting
- Budget comparisons and selected practice KPIs
- Tax coordination and a clear list of follow-up matters
Questions worth bringing to the first conversation
- Is completed work being billed and collected promptly?
- How are staffing and overhead changing relative to revenue?
- Which decisions would benefit from a forecast before committing?
Mazier CPA provides tax, bookkeeping and advisory services. Audit, review and compilation engagements are not offered.