Before dashboards, before automation — one 15-minute call to connect QuickBooks, and the following Monday you get your first owner's scorecard. Five minutes to read. Plain English. Tells you who to call.
| Customer | Past due | Oldest | Invoice |
|---|---|---|---|
| Paulsen Medical Supplies | $954.75 | 17 days | #1015 |
| Geeta Kalapatapu | $629.10 | 16 days | #1033 |
| Freeman Sporting Goods — Ocean View Rd | $477.50 | 15 days | #1036 |
| John Melton | $450.00 | 40 days | #1007 |
| Travis Waldron | $414.72 | 18 days | #1032 |
These five owe you $2,926 of the $5,282 that's past due. A five-minute call beats a sixty-day wait.
May was your biggest month in this stretch — $8,347 billed.
| Diego's Road Warrior Bodyshop | $755.00 | overdue |
| Robertson & Associates | $315.00 | overdue |
| Brosnahan Insurance Agency | $241.23 | overdue |
| Norton Lumber & Building | $205.00 | overdue |
| PG&E | $86.44 | overdue |
Every Monday morning, one page. Read it with your coffee. No new software, no portal, nothing to remember to check.
Not "accounts receivable aging" — a ranked list of the customers who owe you money, with amounts and invoice numbers. Actionable in five minutes.
Built from your QuickBooks Online data, refreshed automatically. When something needs attention it gets flagged; when it doesn't, we say so.
One 15-minute call to connect QuickBooks. Your first scorecard arrives the following Monday. That's the whole setup.
Book the 15-Minute Setup Call