Operational Support · Bookkeeping Workflow
Accounting & Bookkeeping
We prepare the workflow. You approve the action.
Managing invoices and accounts payable and receivable so your cash flow stays organized and predictable. We work inside your accounting software as an invited user — you stay in control of your bank account and payments.
Invite us to your accounting software and we'll take it from there.
How we engage
Three workflow options. One clear scope.
Invoicing & Accounts Receivable
We prepare customer invoices, track unpaid balances, and send client-approved follow-up so receivables don't sit forgotten.
Revenue side
Accounts Payable Support
We enter approved vendor bills, route them through the approval process, and prepare payment drafts for your final review and submission.
Payment side
Combined AR & AP Support
Both sides in one engagement — invoice drafting plus approved bill entry and payment drafts ready for your review.
Both sides
Office Navigators handles
- Prepare and draft customer invoices in your accounting software
- Track unpaid and overdue invoices
- Send client-approved follow-up on past-due balances
- Enter approved vendor bills
- Route bills through an approval workflow
- Prepare payment drafts for your final review and submission
- Maintain organized AR and AP records inside your software
- Provide a monthly summary of activity
You handle
- Maintain an active accounting software subscription
- Invite Office Navigators as an approved user
- Approve invoice follow-up language
- Approve all vendor bills before payment drafting
- Submit all vendor payments directly
- Confirm accuracy of AR and AP records
What changes
Cash flow you can actually see.
- Invoices go out faster
- Unpaid invoices receive routine follow-up
- Approved bills are prepared before due dates
- Cash flow becomes more organized and predictable
- AR and AP records stay current inside your software
- Clear monthly summary of what's paid, open, and due
Our role: Office Navigators does not approve bills, submit payments, transfer funds, access bank accounts for payment execution, make payment decisions, or provide tax, legal, financial, payroll, full bookkeeping, or HR compliance advice. The client remains responsible for reviewing all invoices, approving all bills, submitting all payments, and confirming accuracy.
Ready to hand off AR and AP workflows?
Call us and we'll walk through what to expect in the first 30 days.