You will get AR Clean-Up & Aged Debt Review– Reliable UK AATQB Professional
Project details
This project provides a specialist Accounts Receivable cleanup service designed to give you a clear, accurate, and fully updated view of your customer accounts. As a UK-based Licensed AATQB finance professional with over 10 years’ experience, I focus exclusively on AR accuracy, not general bookkeeping, ensuring every entry is correct and every outstanding balance is reliable.
I will review your AR ledger, match customer payments to the correct invoices, identify discrepancies, correct misallocations, update balances, and prepare a clear aged receivables summary. If you select the tier that includes credit control, I can also contact customers professionally to follow up on overdue invoices and provide a structured update on outcomes.
This service is ideal for businesses dealing with unclear AR records, overdue accounts, or missing payment allocations. You’ll receive organised, transparent results, delivered with accuracy, professionalism, and strong communication throughout the project.
I will review your AR ledger, match customer payments to the correct invoices, identify discrepancies, correct misallocations, update balances, and prepare a clear aged receivables summary. If you select the tier that includes credit control, I can also contact customers professionally to follow up on overdue invoices and provide a structured update on outcomes.
This service is ideal for businesses dealing with unclear AR records, overdue accounts, or missing payment allocations. You’ll receive organised, transparent results, delivered with accuracy, professionalism, and strong communication throughout the project.
Data Entry Type
Data Cleansing, Error DetectionData Entry Tool
CRM Software, ERP Software, Google Sheets, Microsoft Excel, Microsoft Office, Microsoft WordWhat's included
| Service Tiers |
Starter
$90
|
Standard
$180
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 3 | 6 | 10 |
Formatting & Clean Up | |||
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Urgent 24-Hour Turnaround
(+ 1 Day)
+$75
Phone Credit Control (Up to 10 Customers)
(+ 2 Days)
+$60
Phone Credit Control – 20 Customers (Add-On)
(+ 4 Days)
+$120Frequently asked questions
About Joanne
AAT Bookkeeper & Accounts Assistant | Credit Control | CIS | Payroll
King's Lynn, United Kingdom - 9:42 pm local time
I'm an AAT-qualified bookkeeper (currently completing AAT Level 4) with over 10 years of hands-on finance experience across industries including food processing, property management, manufacturing, engineering, and retail. I don't just record numbers, I help businesses stay on top of their cash flow, stay compliant, and run more smoothly.
What I can help you with:
*Bookkeeping & accounts, purchase and sales ledger management, bank reconciliations, journal entries, accruals, and prepayments
*Credit control, chasing overdue payments, resolving invoice queries, and managing debtor accounts (I've handled portfolios of 400+ tenant accounts for a £460M company)
*Payroll support, weekly and monthly payroll processing, PAYE, pensions, deductions, and timesheets (up to 75 staff)
*CIS (Construction Industry Scheme), submissions, enabling CIS in Xero, posting CIS journals, and retention accounting
*VAT & compliance, VAT returns, Intrastat, EC Sales submissions, and HMRC compliance support
Software, Xero (certified), Sage, Microsoft Navision, and Microsoft Excel (including VLOOKUPs and PivotTables)
A few highlights from my career:
*Managed sales ledger and credit control for a £90M food processing business
*Processed 500–650 purchase invoices per month as an Assistant Accountant
*Took ownership of weekly payroll at Allen & Page with no prior payroll processing experience, improved the existing payroll process to ensure accuracy and successfully delivered payroll throughout my time there
*Implemented improved invoice approval processes that reduced processing time
*Currently managing CIS submissions and retention accounting for a construction group in Xero
I'm known for being reliable, accurate, and easy to work with. I take confidentiality seriously and I'm comfortable working independently or as part of a remote finance team.
Whether you need someone to take over your day-to-day bookkeeping, help clear a backlog, or set up processes in Xero, I'd love to hear about your business and how I can help.
Let's talk, feel free to send me a message.
Steps for completing your project
After purchasing the project, send requirements so Joanne can start the project.
Delivery time starts when Joanne receives requirements from you.
Joanne works on your project following the steps below.
Revisions may occur after the delivery date.
Review files and confirm project scope
I’ll review your uploaded transaction data, confirm the volume fits your selected tier, and clarify any missing information before starting.
Clean, reconcile, and organise your AR data
I’ll clean the ledger, match payments to invoices, update balances, resolve discrepancies, and prepare an accurate and up-to-date accounts receivable summary.