AR for accounting firms
You advise clients on their books. Yours should be just as clean.
Accounting and advisory firms carry the same AR problems they help clients solve. Baseline closes the loop.
Talk to an accounting firm specialist“Accounting firms design AR processes for clients every week.”
The cobbler's children have no shoes.
Accounting firms design AR processes for clients every week. Their own AR is often a different story: invoices that go out late, partners reluctant to chase clients for fees, and collections that depend on whoever has the relationship. Baseline brings to your firm the same discipline you'd recommend to anyone else — without disrupting how you bill.
- Automated invoice delivery tied to engagement milestones
- Retainer billing and trust balance management
- WIP visibility across all client engagements
- Partner-level billing dashboards
- Integration to your practice management system
- Tiered collection sequences that protect client relationships
- Client payment portal — card or bank transfer
- Automated reminders without requiring partner approval
- Aging by partner, practice area, or client tier
- Payment plan management for large engagements
Apply to your firm what you tell your clients.
15 minutes. We'll look at your billing workflow and show you what a tighter AR cycle looks like in practice.
Prefer to talk now? Call +1 877-734-9206.
Want to see if there's a fit with Baseline?
Book a 15-minute discovery call. We'll talk through your AR roadblocks and tell you honestly whether we're the right team to help. Most finance leaders know within one call.
Book a 15-min discovery