Accounting & finance
Receivables & Payables
Keep money moving with a clear trail and clear ownership.
We help organize invoicing, collections follow-up, bill handling, approvals, and status reporting. Controls and separation of responsibilities remain part of the operating design.
Miami leadership. Delivery with Klizo Solutions.
HOW THE WORK TAKES SHAPE01 / 03
✳Receivables & Payables
01Map the current cycle
02Define ownership
03Organize the records
01
Fewer lost invoices
02
Visible payment status
03
Consistent follow-up
04
Documented approvals
What the engagement can include
The parts that
make it useful.
We help organize invoicing, collections follow-up, bill handling, approvals, and status reporting. Controls and separation of responsibilities remain part of the operating design.
Collections support
Bill intake
Approval routing
Payment status tracking
Vendor and customer records
A practical example
From question
to working result.
This is the shape of an engagement, adjusted around your current team, systems, and the first outcome worth delivering.
- 01
Map the current cycle
Follow an invoice or bill from arrival through resolution.
- 02
Define ownership
Set who prepares, reviews, approves, and releases each step.
- 03
Organize the records
Standardize required details and supporting documents.
- 04
Run the follow-up
Track status and handle agreed reminders and exceptions.
- 05
Report open items
Give owners a current view of aging and issues.
Responsibility stays visible.
Bank changes, unusual requests, duplicate invoices, and payment release require accountable human verification.
Choosing the right scope
Use the approach
the work deserves.
A workflow and controls review may be needed before operational support if responsibilities are unclear.
WHAT WE REVIEW WITH YOU
Your accounting platform, bank and payment records, invoice workflow, reporting needs, approval rules, and the people responsible for the numbers.
Growing companiesFounder-led businessesDistributed teamsService companiesAgenciesOperations that need cleaner reporting
How we work
A clear way
to move forward.
Each phase produces something your team can inspect. Decisions, assumptions, and responsibilities stay in the open.
- 01
Review the current records
- 02
Set the operating rhythm
- 03
Run and document the work
- 04
Report and refine
Miami Web Designs + Klizo Solutions
Strategy close by.
Delivery that goes deep.
Joey Ricard and Juan Granda lead the client relationship from South Florida, backed by Klizo Solutions’ broader design, engineering, and delivery team.
We can connect the thinking, interface, technology, and ongoing work instead of leaving you to coordinate disconnected specialists.
Meet the people behind the workBefore you get started
Good
questions.
Bring the current setup, the rough idea, or the part that keeps getting stuck.
Ask usWhat does Receivables & Payables work usually include?
The exact scope follows the problem, but common parts include: Invoice workflow, Collections support, Bill intake, Approval routing. We define the useful first outcome before deciding how much belongs in the engagement.
How should we start Receivables & Payables work?
We begin with the current situation, the people involved, and the result you need. Then we identify the first decision, workflow, or deliverable worth making concrete.
Can you work with our existing team and tools?
Yes. We review the people, systems, permissions, and working habits already in place. That can include your accounting platform, bank and payment records, invoice workflow, reporting needs, approval rules, and the people responsible for the numbers.
How long will the work take?
Timing depends on scope, access, feedback, and the number of systems or stakeholders involved. We outline a focused first phase and its dependencies before giving you a delivery plan.
What do you need from our team?
We need an accountable contact, access to relevant people and materials, timely decisions, and honest examples of the current work. We keep requests proportionate to the phase.
What happens after the first release or handover?
We agree on ownership, documentation, support, and the signals that should trigger another change. Ongoing work is scoped around a real need, not assumed automatically.
A useful first conversation
Tell us what needs to work.
We’ll help shape the next move.
You do not need a finished brief. Show us the current process, the goal, and what has made it difficult so far.
Start the conversationA rough idea is enough to start.