Portfolio/CollectIQ
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CollectIQ

AP/AR + Collections Desk
Recruiting a Founder

AP/AR + collections desk that gets SMBs paid faster, systematic invoice follow-up, dispute tracking, and weekly AR reporting without burning customer relationships.

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Ideal Customer Profile

  • •B2B SMBs ($2M-$50M) with 30-90 day terms and rising overdue invoices
  • •Buyer: CEO/Controller; champions: finance manager, ops manager
  • •Trigger: cash crunch, AR aging out of control, founder doing collections

Offer + Pricing Shape

  • •Monthly retainer by invoice volume + complexity; optional success fee for recovered AR
  • •Includes: dunning sequences, dispute workflow, call scripts, weekly AR dashboard
  • •Rules-based: escalation thresholds, write-off policy alignment

90-Day Execution Plan

0-30 Days

Build scripts + dashboard, sign 3 pilots from IT services/manufacturing/agency niches

31-60 Days

Deliver AR reduction results, convert to retainers, hire 2 collectors + QA

61-90 Days

Scale to 10 accounts, standardize dispute playbook, partner with bookkeepers/CPAs

Scoreboard (Weekly KPIs)

DSO
% AR >60 days
Cash collected/month
Dispute cycle time
Client retention
Margin %

Founders-in-Residence

Take the next step toward building a cash-positive business with A Foundery.