Credit Control for Professional Services Firms

Professional services firms face unique challenges that make credit control especially difficult:

• Work delivered upfront: You provide expertise and time before payment arrives, creating cashflow gaps
• Relationship sensitivity: Aggressive chasing can damage valuable client relationships and future referrals
• Complex fee structures: Retainers, project fees, hourly rates, and staged billing create confusion
• Time opportunity cost: Every hour spent chasing invoices is an hour not spent serving clients or generating revenue
• Professional reputation: Your standing as a trusted adviser makes debt collection feel uncomfortable

We understand these pressures and balance firm collection with the discretion and professionalism your reputation demands.

Unlike reactive approaches that only chase overdue invoices, our proactive system works from the moment an invoice is issued:

• Invoice confirmation: We contact clients to confirm receipt and expected payment date
• Regular touchpoints: Scheduled contact at strategic intervals throughout the payment term
• Early dispute detection: Ongoing dialogue surfaces potential issues before they freeze payments
• Payment momentum: Consistent contact keeps payment top of your client's priority list
• Relationship protection: Professional, respectful communication maintains your trusted adviser status
• Realistic forecasting: We provide confirmed payment dates, not just invoice due dates, for better cashflow planning

This approach prevents invoices becoming aged debts while protecting the client relationships you've worked hard to build.

Absolutely. We operate seamlessly under your business name and values, so your clients see us as an extension of your firm. Our role is to protect your reputation while ensuring outstanding invoices are resolved quickly and professionally.

For accountants using our white-label service, we become your credit control department—working under your brand, using your email addresses, and following your firm's communication style. Your clients won't know we're a third party unless you tell them.

For solicitors, consultants, and other professional services firms using our introduction-only referral programme, we handle your clients with the same discretion and professionalism you would expect from a trusted partner.

We specialise in professional services, which means we understand your world:

• Sector expertise: We know how accountants, solicitors, and consultants operate and the pressures you face
• Relationship-first approach: We're not aggressive debt collectors—we're professional advisers who happen to specialise in getting invoices paid
• Proactive prevention: We stop debts becoming overdue rather than just chasing them after they're already late
• Flexible partnerships: White-label for accountants, referral programmes for solicitors and consultants—whatever works for your firm
• Revenue generation: For accountants, our service creates an additional income stream while adding value to clients

We combine proven credit control techniques with an understanding of professional services culture. The result? Better cashflow without damaged relationships.

For Accountants:

We offer two flexible partnership options:

• Option 1 - Client Introductions: Simply introduce your client to us, and we'll handle everything directly. You remain the trusted adviser while your client benefits from professional credit control support. It's a clean handoff that protects your relationship while solving their cashflow problems.
• Option 2 - White-Label Credit Control: We act as your behind-the-scenes credit control team, working under your firm's name. This allows you to expand your service portfolio and create an additional revenue stream without hiring dedicated staff.

Both options deliver real value to clients while generating income for your firm.

For Solicitors, Consultants & Other Professional Services:

Our referral programme is available by introduction only. You can confidently connect your clients with a trusted partner, knowing we'll represent your referral with the same professionalism and discretion you expect. We understand that your reputation is on the line with every referral you make, which is why we treat every introduction as a reflection of your firm's standards.

Protecting your client relationships is at the heart of everything we do. We achieve this through:

• Professional communication: We chase firmly but politely, using proven techniques that recover debts without damaging relationships
• Sector understanding: We know the unique dynamics of professional services—the client relationships, the fee structures, the sensitivities
• Early intervention: Our proactive approach identifies and resolves issues before they become disputes that freeze payments
• Respectful persistence: Your clients are treated with the same respect you'd show them, maintaining your trusted adviser status
• Solution-focused approach: When problems arise, we work constructively to find solutions rather than creating confrontation

We're not aggressive debt collectors. We're credit control specialists who understand that your clients today may refer you new business tomorrow. We protect both your cashflow and your reputation.

We focus on preventing bad debts through our proactive approach and early intervention. However, if an account reaches the point where legal action becomes necessary, we recommend you seek legal advice from a solicitor.

With your permission, we will work closely with your legal representative, providing them with comprehensive documentation and evidence of all our collection activities. This demonstrates to the court the actions taken prior to the claim being issued, which strengthens your legal position.

Our systematic records and professional approach provide the foundation your solicitor needs for successful legal proceedings.

Every business is different, and we tailor our services to meet your specific needs and budget. During your free 30-minute consultation, we'll discuss your current situation, the level of support you need, and provide you with a clear, transparent quote.

Our pricing is straightforward with no hidden fees. We'll explain all costs upfront so you can make an informed decision about whether our services are right for your business.

For accountants, our partnership models can create an additional revenue stream for your firm—meaning credit control becomes a profit centre rather than just a cost.

Yes. We support professional services firms across the spectrum:

• Sole practitioners: Accountants, solicitors, and consultants managing their own client base
• Small practices: 2-10 partners balancing client service with business management
• Medium-sized firms: Multi-partner practices with complex fee structures and diverse client bases
• Specialist advisers: Niche consultancies handling high-value projects with extended payment terms
• Regional firms: Established practices with significant debtor books requiring professional management

Whether you're managing dozens of small retainers or high-value project fees, we scale our service to fit your needs and budget.

We offer all new and potential clients a free 30-minute consultation. This gives us the chance to understand your business, the challenges you face, and to explain how our proactive credit control strategy can strengthen your cashflow.

During the consultation, we'll:

• Review your current credit control processes
• Identify potential improvements and quick wins
• Explain how our service works in practical terms
• Provide clear, tailored recommendations
• Answer all your questions with no pressure or obligation

Many professional services firms wait until cashflow becomes critical—we recommend talking to us earlier, while you still have options and before problems escalate. There's no obligation, just an opportunity to see how we can support you.

We can typically begin work within 48 hours of receiving the necessary information and signed agreement. Our onboarding process is straightforward:

• Initial consultation: Free 30-minute discussion to understand your needs
• Agreement: Clear, transparent terms with no hidden fees
• Setup: We'll gather your aged debt reports, invoice copies, and client details
• Strategy development: We create a tailored approach for your specific situation
• Start collection: We begin professional collection activities immediately

For accountants using our white-label service, we can set up your branded email addresses and communication templates within days, making the transition completely seamless for your clients.