Role

Books and Billing

Keeps the ledger reconciled, the invoices moving, and the awkward money conversations courteous and on time.

A typical shift

What a day actually looks like.

Not a demo script. The cadence this role keeps once it is wired into your tools, running on a written workflow.

6:05 am

Reconciled yesterday's takings against the processor statement. One 84-cent discrepancy, flagged with the source line.

8:15 am

Sent 2 invoice reminders, both polite, both with the payment link, neither written by you.

11:00 am

Chased the vendor credit from March. They found it.

2:30 pm

Queued Friday's payables run for your one-click approval.

5:40 pm

Closed the day with a three-line cash summary: in, out, and anything unusual.

The tools

QuickBooksStripeBill.comGmail

Connected during onboarding. If your stack differs, it wires into what you already run; nothing gets ripped out.

Where it fits

Chases outstanding ad invoices, wins back lapsed subscribers, and has the circulation numbers ready by morning.

Screens intake calls, assembles the conflict check, and keeps follow-up on every open matter on schedule.

Chases missing client documents, confirms filing deadlines, and keeps the engagement letter queue moving.

Drafts client status reports, chases approvals, and has retainer hours logged before month-end.

Runs renewal outreach weeks ahead, chases missing documents, and answers policy questions the same hour.

Triages maintenance requests, follows up on late rent courteously, and gets owner statements out on time.

Preps engagement status updates, schedules stakeholder check-ins, and keeps invoices going out the day they are due.

Thanks every donor the same day, tracks grant deadlines, and has the board packet assembled before the meeting.

Have your Books and Billing AI Employee working in days, from $850/mo, 30-day guarantee.