B2B companies
B2B accounting and advisory services
Smart financial management drives smart business decisions. We help B2B companies streamline accounting, strengthen cash visibility and scale.
Reviewed by Calvin Wu, CPA (inactive) · Updated October 2026
In short
Faster collections, clear contract profitability and reliable cash forecasts for B2B companies with long sales cycles.
Who it’s forB2B services, distributors, tech
FocusCollections, contracts, profitability
ToolsQuickBooks, Xero, Bill.com, Ramp
PackagesFrom $500 / month
Sound familiar?
Long sales cycles, complex invoicing and slow collections
Traditional accounting firms often miss these nuances, and growth stalls on cash.
- Invoices out the door, cash weeks or months behind
- No view of profitability by client or contract
- Vendor payments managed reactively
- Not ready for investors, lenders or buyers
What we do
Our services for B2B companies
01
Outsourced bookkeeping
Accurate bookkeeping integrated with your business systems.
02
AR and AP management
Invoices, collections and vendor payments handled on a schedule.
03
Cash flow and profitability analysis
Know where money goes and how to grow margins.
04
Contract and client profitability
Margin by client, contract or project.
05
Budgeting and forecasting
Plans that reflect real sales cycles and payment terms.
06
CFO and strategic advisory
Guidance for scaling, funding or acquisitions.
The metrics we track
Reporting built around your business model
Every monthly package includes reporting on the numbers that actually drive value in your industry.
DSOAR agingGross margin by clientBacklogCustomer concentrationWorking capitalOperating cash flowEBITDA
How it works
From first call to monthly clarity in three steps
Book your free call
We discuss your model, revenue streams and current challenges.
Onboarding and clean-up
We organize your books, set up reporting and integrate your tools.
Monthly finance partnership
Accurate numbers, strategic advice and peace of mind, month after month.
FAQ
B2B finance questions
How can a B2B company shorten its cash conversion cycle?
Invoice promptly and accurately, tighten payment terms, automate reminders, prioritize collections from the oldest and largest balances, and align vendor payment timing with customer collections. Weekly AR aging reports make the problems visible early.
What is DSO and what is a good number?
Days sales outstanding is the average number of days to collect payment after a sale. A good DSO is close to your stated payment terms; a DSO well above terms signals collection problems.
Do you handle billing and collections?
We manage invoicing, AR follow-up and aging reports as part of our bookkeeping packages, and work with your team on customer communication.
Next step
Finance support built for B2B companies
Book a free 30-minute consultation. We’ll review your current setup and recommend the right package.
