Order-to-Cash Transformation
Your quote-to-cash process rebuilt end to end, so receivables stay down.
The problem this solves
When receivables keep climbing, a one-time collections push only clears the backlog for a while. The causes usually sit earlier in the chain: how work is quoted, contracted and invoiced, and how cash is applied. This engagement is finance-only. It reworks the order-to-cash process, not the whole business. The aim is a permanently lower A/R balance, not a one-time cleanup.
What we do
Map and redesign quote, contract, invoice, collections and cash application.
Define who owns each step and how work passes between teams.
Write a credit policy that sets terms and limits before work starts.
Build a dunning sequence and a collections dashboard.
Run the new process alongside your team for 90 days before handover.
What you end up with
- A redesigned order-to-cash process
- Defined roles and handoffs
- A dunning sequence
- A credit policy
- A collections dashboard
- A 90-day embedded run period, then handover
Who this is for / not for
- Businesses with receivables that keep growing
- Companies invoicing many customers on terms
- Finance teams spending too much time chasing payments
- Businesses wanting a whole-business transformation (see our 90-Day Transformation)
- Companies needing a one-off collections push only
- Anyone needing tax filing or an audit
How an engagement starts
Apply through the contact page and tell us about your receivables.
We review your application and hold a scoping conversation.
You receive a written proposal with scope, timeline and the run period.
Order-to-Cash Transformation — $45,000
KFMB Consulting is not a CPA firm. We do not perform audits or issue audit opinions, and this service is not tax, legal or investment advice.
FAQ
How is this different from the 90-Day Transformation?
The 90-Day Transformation and the Full Business Transformation Retainer rework the wider business. This engagement is finance-only and reworks the order-to-cash process.
Will A/R go down?
Lower A/R is the aim the process is designed for. Results depend on your customers, terms and how the process is run.
Do you chase our customers directly?
During the embedded run period we work alongside your team on the new process. The proposal sets out who contacts customers.
Is KFMB a CPA firm?
No. KFMB Consulting is not a CPA firm, does not perform audits or issue audit opinions, and this is not tax, legal or investment advice.
How do I start?
Use the Apply button to reach us through the contact page. There is no form or scheduler on this page.