Services
At Certified Pro Advisors, we offer comprehensive accounting solutions tailored to small businesses. From bookkeeping and financial reporting to tax preparation and business analysis, our expert team ensures accuracy and efficiency. With our Autonomous Accounting model, you get full-time financial support at a fraction of the cost.
Accounts Receivable & Invoicing
Overwhelmed by customer invoicing? Not sure if you billed the customer or what you’ve collected? CPA is here to help!
Digital Invoicing
First, CPA will create custom invoicing templates to make a seamless, digital process all while communicating your brand to the customer. Invoicing can be done based on a predetermined schedule (monthly, quarterly, etc.), based on a set quote or estimate, or progress invoicing based on a contract. Turn to CPA for a smoother customer invoicing experience.
Managing Receivables & Collections
Cashflow is important to all businesses and it begins with managing receivables and collections.
Through our digital invoicing process, we are able to track and followup on aged invoices.
CPA will integrate preferred payment channels and match payments to invoices upon receipt.