Expert Accounting and Advisory
Invoicing & Receivables Services

Warman Accounting Co. provides practical invoicing and receivables support by appointment for contractors, service businesses, and small companies that want to get paid faster and keep their records clean. If invoices are going out late, payments are inconsistent, or you’re unsure what’s outstanding, this service helps you build a simple system that improves cash flow, reduces awkward follow-ups, and keeps your books CRA-ready.

What is Invoicing & Receivables?

Invoicing is how you bill customers, and receivables are the payments you’re owed. When these aren’t organized, cash flow suffers—sometimes even when sales are strong. Invoicing and receivables services focus on setting up a clear invoicing process, improving how you track what’s unpaid, and creating a consistent follow-up routine so you can stay professional while getting paid on time. Good receivables practices also make bookkeeping easier and reduce year-end stress because income is recorded correctly and consistently.

Who Should Book an Invoicing & Receivables Appointment?

An invoicing and receivables appointment is a good fit if you’re a contractor or small business owner who wants a simple invoicing system, you have outstanding invoices piling up, you’re unsure who owes what and when, or you want to improve cash flow without taking on more work. It’s also helpful if you’re starting a new business and want to set up invoicing correctly from day one, you need to charge GST/HST properly, you want clearer payment terms to reduce late payments, or you want to connect invoicing to your bookkeeping software so everything stays organized automatically.

What to Bring to Your Appointment

For your appointment, bring what applies to your business—if you’re unsure, bring it anyway. Helpful items typically include your current invoice template or examples of invoices you’ve sent, your list of customers or active jobs, and any records you have showing what’s unpaid, such as emails, spreadsheets, or software reports. If you use invoicing or bookkeeping software (QuickBooks, Wave, Shopify, Square, etc.), bring access and any reports you can export. If you charge GST/HST, bring your GST/HST number and confirm how you currently apply tax on invoices. If you accept e-transfer, card payments, or online payments, bring details of how customers pay so your process can be streamlined.

What You’ll Leave With

Most sessions end with a clearer, more professional system you can use immediately. That often includes a clean invoice format, payment terms that fit your business, a simple tracking method so you always know what’s outstanding, and a follow-up process that keeps things professional and consistent. If you use software, we can help set up or refine invoicing workflows so invoices, payments, and receivables tracking are easier to manage and integrate smoothly into your bookkeeping.

Remote & Document Drop-off Options

If you can’t make it in person, we can often complete invoicing and receivables support through secure document sharing and a phone or video appointment. You can send samples and reports ahead of time so your appointment stays focused and practical.

Accessibility & Special Accommodations

We aim to make financial systems straightforward and comfortable. If you need accommodations—extra time, accessibility support, or help organizing your information—just let us know when you book and we’ll work with you.

Frequently Asked Questions

Will you chase my customers for payment?

We won’t act as a collections agency, but we will help you set up a clear, professional follow-up process and messaging that improves the chance of getting paid on time.

Can you help me charge GST/HST correctly on invoices?

Yes. We can help you apply GST/HST properly and keep your invoicing consistent with your reporting.

What if I don’t use invoicing software?

That’s okay. We can set up a simple system that works with your current process, and we can recommend software only if it truly helps.

Will this help my bookkeeping too?

Yes. A clean invoicing and receivables system makes bookkeeping faster, more accurate, and far easier at year-end.

What if I’m already behind on invoicing?

Come anyway. We’ll help you get organized, identify what’s outstanding, and build a plan to catch up.

Ready to Book?

To get started with invoicing and receivables support, book an appointment online or contact us directly. We’ll help you get organized, get paid faster, and keep your records clean.

👉 Book an Appointment Now

Invoicing & Receivables - Small Sized Businesses Setup
Get a simple system that helps you bill faster and get paid on time
$200.00
10000
Flat Rate
Invoice template + payment terms setup
Receivables tracker (who owes what, due dates)
Integration guidance (Quickbooks, etc.)
This service sets up a simple invoicing and receivables system you can rely on every month. We’ll review your current process, create or refine a professional invoice template with clear payment terms, and set up an easy way to track what’s been sent, what’s been paid, and what’s overdue. You’ll leave with a clear follow-up routine and ready-to-use messaging so you can get paid faster, stay organized, and keep your records clean and CRA-ready.
Invoicing & Receivables - Medium Sized Businesses Setup
A scaled up simple system that helps you bill faster and get paid on time
$300.00
20000
Flat Rate
Invoice template + payment terms setup
Receivables tracker (who owes what, due dates)
Integration guidance (Quickbooks, etc.)
This service sets up a simple invoicing and receivables system you can rely on every month. We’ll review your current process, create or refine a professional invoice template with clear payment terms, and set up an easy way to track what’s been sent, what’s been paid, and what’s overdue. You’ll leave with a clear follow-up routine and ready-to-use messaging so you can get paid faster, stay organized, and keep your records clean and CRA-ready.
Invoicing & Receivables — Catchup
Get organized and regain control of outstanding invoices
15000
Hourly Rate
Review outstanding invoices and payment status
Build/clean receivables list and aging summary
Create a step-by-step follow-up plan
If you’re behind on invoicing or unsure what’s still unpaid, this service helps you get organized quickly and professionally. We’ll review what you’ve billed, confirm what’s outstanding, and build a clean receivables list so you know exactly who owes what and when. You’ll leave with an easy follow-up plan and clear next steps to catch up, improve cash flow, and prevent the same issue from piling up again.