Professional Invoicing and Collection Services
Keep your cash flow healthy and your receivables organized with dedicated invoicing and collection support from experienced professionals.
Why Delegate Invoice Collection Services?
Letting Invoices and Collections Slip is Costly
Managing your invoices and following up on overdue accounts takes consistent time and attention — two things most business owners are already short on. Are these challenges familiar?
- Spending hours chasing overdue payments instead of running your business, only to have clients go silent or pay late again
- Losing track of outstanding invoices as your client list grows, leaving money sitting uncollected for weeks or months
- Inconsistent invoicing processes that lead to billing errors, client disputes, and delays that affect your bottom line
- Uncertainty about your accounts receivable position because you don’t have clear, up-to-date reporting on what’s owed and when it’s due
Unpaid invoices and disorganized receivables aren’t just frustrating — they’re a real threat to your business’s financial health. You deserve a better system.
Why Oakton FC?
Organized Invoicing and Collections, Done for You
At Oakton FC, we take the stress out of managing your receivables with professional invoicing and collection services tailored to your business.
Our invoicing and collection services include:
- Invoice creation and delivery — Accurate, professionally prepared invoices sent to your clients on a consistent schedule, reflecting your business’s standards
- Accounts receivable tracking — Stay on top of every outstanding balance with organized, up-to-date records of what’s owed and when it’s due
- Overdue follow-up and collections — Timely, professional follow-up on past-due invoices so you get paid faster without damaging client relationships
- AR aging reports — Clear, regular reporting that gives you a complete picture of your receivables so you can make informed cash flow decisions
- Customized service packages — Whether you’re self-employed or operating a corporate business, our services are tailored to fit your volume and workflow
How it Works
Getting Started is Simple
01.
Complimentary Consultation
Reach out for a complimentary consultation to discuss your current invoicing process and collection challenges. We’ll assess your needs and identify the best approach for your business.
02.
Customized Service Plan
Based on our assessment, we’ll build a tailored plan that fits your billing cycle, client base, and business objectives. Every decision is made thoughtfully, with your goals and interests in mind.
03.
Seamless Onboarding
We’ll integrate with your existing accounting software and processes smoothly, ensuring minimal disruption. Your dedicated professional will get up to speed on your clients and billing structure quickly.
04.
Ongoing Monthly Support
Enjoy consistent, reliable invoicing and collections management with timely reporting each month. You’ll always have a clear picture of your receivables, with transparent communication throughout.
Compatible with Your Accounting Software
We work seamlessly with all major accounting and payroll platforms. Whether you’re already using software or need help choosing the right solution, we have the expertise to support your business.
Not using accounting software yet? We’ll help you choose and set up the best platform for your needs to keep your finances digitally agile.
Why Partner with Oakton FC?
Experienced with CRA Audits
We understand CRA audit procedures and requirements inside and out. Our team has successfully guided numerous clients through audits, minimizing stress and achieving favorable outcomes.
Personalized Support and Representation
Every audit situation is unique, and so is our approach. We tailor our assistance to address your specific circumstances and provide representation that protects your interests.
Clear Communication and Transparency
We keep you informed throughout the process with straightforward explanations of what's happening and what it means for your business. No confusing jargon—just honest guidance.
Solutions for Long-Term Compliance
Beyond resolving your current audit, we help implement processes and recordkeeping practices that strengthen your compliance and reduce future audit risk.
Our Reviews
What Our Clients are Saying
You May Be Wondering
Frequently Asked Questions
What’s included in your invoicing and collection services?
Our services cover the full cycle of receivables management, including invoice preparation and delivery, accounts receivable tracking, overdue follow-up, collections correspondence, and regular AR aging reports. We customize the scope of our support to match your business’s volume and needs.
How do you handle overdue client accounts?
We follow a professional, structured follow-up process for past-due invoices — sending timely reminders and escalating communication as needed. Our approach is firm and consistent while preserving the professionalism of your client relationships.
What accounting software do you work with?
We work with all major accounting platforms including QuickBooks (Desktop and Online), Sage, Wave Accounting, Odoo, and others. If you’re not currently using any software, we can recommend and help you set up the right solution for your business.
How will I know what’s outstanding at any given time?
You’ll receive regular AR aging reports as part of your monthly reporting package, giving you a clear breakdown of outstanding balances by client and due date. We maintain transparent, up-to-date records so you always know exactly where things stand.
Is my financial and client information kept confidential?
Absolutely. We take data security and confidentiality seriously. All team members sign confidentiality agreements, and we follow strict internal protocols to protect your sensitive financial and client information.
Can you help if my invoicing and receivables are already disorganized?
Yes. We regularly work with businesses that need to get caught up on backlogged invoicing or reconcile their accounts receivable. During your initial consultation, we’ll assess your current situation and build a clear plan to bring your records up to date.
Comprehensive Financial Solutions
Complement your invoicing and collections support with our other professional services:
Get accurate, reliable bookkeeping support from dedicated professionals for complete financial clarity.
Stay GST/PST compliant with accurate and timely sales tax preparation and filing services
Streamline your payroll with accurate, on-time processing and tax compliance support
Maximize your QuickBooks software with setup, training, and ongoing support from certified ProAdvisors
Get expert support if you’re facing a CRA audit or need help with audit preparation
Invoices & Collections
Improve cash flow with professional invoice management and collection services
Serving Businesses Across Canada
While we’re based in British Columbia, our invoicing and collection services are not constrained to BC! We can provide you with the same high-quality, personalized support anywhere across Canada.
We’ve worked with clients in:
- Vancouver
- Maple Ridge
- Langley
- Surrey
- Coquitlam
- Calgary
- Toronto
Ready to Get Paid Faster?
Book your complimentary consultation with the Oakton FC team today to explore how we can simplify your invoicing and collections with solutions tailored to your business.
