Will clients be chased too aggressively?

The cadence and tone are yours to set, per client if you want. Anything sensitive routes to the partner before it goes out, and long-standing clients can be handled differently from the rest.

Does it change our billing approval process?

Only if you want it to. The system prepares bills to your existing approval rules, so the change is in timing rather than in who signs off.

How quickly does lock-up move?

Billing moves first, because work billed on completion stops adding WIP days immediately. Debtor days follow more slowly, since existing invoices still have to run their course. The Audit sets the baseline so the change is measured rather than estimated.

Billing and Collection

Reduce Lock-Up in Your Accountancy Practice

Bills go out when the work is finished rather than at the next billing run, and each client is chased in the way that actually gets a response.

The problem

Work sits finished but unbilled, then invoices sit issued but unpaid.

The median UK accountancy firm takes 105 days to turn work into cash (NatWest accountancy survey).

Every one of those days is your money funding your clients.

What the system does

01Raises the bill when the job is finished, rather than at the next billing run.
02Chases each client through the channel and cadence they respond to.
03Escalates by age and value, with anything sensitive routed to the partner first.
04Shows WIP and debtor days by partner and client, so the cause is visible.

The numbers it moves

Lock-up days: Split into WIP days and debtor days, measured from your own ledger on the same report as before.
Cash flow: The one-off release as lock-up falls, then the ongoing effect of billing sooner.

How it is proven

Lock-up is measured from your own ledger, before and after, on the same report. Nothing is claimed that your finance team cannot reproduce.

Questions

Will clients be chased too aggressively?: The cadence and tone are yours to set, per client if you want. Anything sensitive routes to the partner before it goes out, and long-standing clients can be handled differently from the rest.
Does it change our billing approval process?: Only if you want it to. The system prepares bills to your existing approval rules, so the change is in timing rather than in who signs off.
How quickly does lock-up move?: Billing moves first, because work billed on completion stops adding WIP days immediately. Debtor days follow more slowly, since existing invoices still have to run their course. The Audit sets the baseline so the change is measured rather than estimated.

Would this pay for itself in your practice?

A 30-minute call to talk through how your practice runs this work today, and whether an Audit is worth doing. If it is not, we will say so.

Book an Audit call About the Audit Estimate your leakage

Last updated 29 September 2026