CREDIT CONTROL ADVISORY
AR Health Check
A one-week diagnostic that tells you exactly where your cash is stuck-and what fixing it is worth.
You get a 6–10 page report plus a 60-minute walkthrough. It produces numbers most business owners don’t have-starting with what one week of faster payment is worth to you in cash.
What you get
1. Your DSO, trended
- Days sales outstanding today
- The 12-month trend-improving or drifting
- What one week of improvement is worth in cash to your business
2. Aged receivables & concentration
- Aged receivables breakdown
- Concentration risk-how much of your ledger sits with two or three customers
- Usually the finding that lands hardest
3. Top 10 overdue, actioned
- Your ten largest overdue balances by value
- A recommended action for each one
4. Invoice-timing analysis
- Are you invoicing the day the job finishes-or days later?
- Often the real problem, and the cheapest one to fix
5. Terms of trade gaps
- Three or four specific gaps in your terms, flagged
- Flagged, not fixed-drafting is lawyer territory, and we’ll refer you
6. Your 90-day action list
- Prioritised by cash impact
- Five items maximum-a list you’ll actually run
- A mix of process, people, and (only where it fits) tooling
Scope, in writing
Included
- 6–10 page written report
- 60-minute walkthrough of the findings
- Prioritised 90-day action list
- Read-only Xero connection-we can view your data but never change it
Not included
- Implementing anything
- Drafting documents or terms of trade
- Contacting your customers
That discipline is what keeps the fee fixed. If the report shows implementation is worth doing, that’s a separate, separately-quoted engagement-usually the Credit Control Setup.
How it works
Book
Pick a time. We confirm scope and send the engagement letter-deliverables numbered.
Connect
Read-only Xero access and your customer list by day two.
Report
Your written report is typically delivered within one week.
Walkthrough
60 minutes on the findings and your 90-day list. Then it’s yours.
After the walkthrough, you can run the action list yourself-many clients do-or ask us to quote the Setup. No obligation either way.
Ready to see your numbers?
A fixed fee, one week, read-only Xero access. Book a time and we’ll take it from there.
Book Free Consultation