For accounting & bookkeeping firms

You handle the books.
We handle the awkward calls.

43% of B2B invoices in the U.S. are overdue. Your firm sees every one of them in the books — and you watch the same clients run aging reports they never act on. We're the operational layer that closes the loop, either inside your firm or as a referral partner.

Option A

Use us in-house

Add a billing & collections layer to your firm without hiring. White-label or co-branded. Your clients see a unified experience. You expand revenue without expanding payroll.

· White-label or co-branded outreach
· Sit inside your engagement letter
· Revenue share or pass-through pricing

Option B

Refer your clients

The clients you watch struggle with AR every month — refer them to us. They get a billing solution, you get a referral fee, and they keep doing books with you instead of switching to a "full service" firm.

· Recurring referral commission
· Quarterly partner reporting
· You stay the trusted advisor

What changes when you add a collections partner

Clients ignore the aging report you send

→ We act on it. Your monthly close becomes the trigger for our outreach cadence.

You can't bill for collections without being uncomfortable

→ We bill the client directly (or you pass through). You stay the advisor; we play the heavy.

Bigger firms poach your bookkeeping clients with 'full service'

→ Add billing as a value-add. Now you are full service — without the headcount.

You lose clients when their cash flow breaks

→ Healthier client AR = lower churn. We've seen 18% retention improvement in firm partnerships.

Two revenue lines, no extra headcount

In-house markup model

+22%

Average gross margin our partner firms add by reselling collections at a markup over our wholesale rate.

Referral model

12 mo

Recurring commission paid on every referred client, every month they remain active.

Current as of June 2026

We're building a firm partner directory.

Inbound B2B leads asking us for "an accountant + collections" are running 60+ per month. Our partner firms get listed in our directory and receive routed referrals at no cost. Slots open as of Q3 2026.

Become a Payment Shield partner firm

Tell us about your client base — we'll talk through the right partnership model.

Start the conversation

You handle the books.We handle the awkward calls.