For CPAs, QoE teams and fractional CFOs
You spot the AR problem. We fix it, and you stay the trusted advisor.
When receivables don’t reconcile, denials pile up, or a buyer questions working capital, your client needs a revenue cycle specialist. PHS works alongside you, reports findings in terms you and your client both trust, and never competes for your work.
Where we help most
Advisor referrals
- Year-end close or audit
- Reconcile billing AR to the GL; support reserves and write-offs
- Sale or quality of earnings
- Clean AR before diligence; explain net collectible AR to buyers
- Post-acquisition integration
- Bring acquired practices onto one standard and one scorecard
- Ongoing advisory
- Managed Revenue Services that keep the numbers you rely on accurate
- We don’t do
- Tax, audit, bookkeeping, payroll, or CFO services for your clients.
What you’re likely seeing
Each of these usually starts in the revenue cycle, outside an accountant’s reach. That’s where we work.
- AR in the billing system doesn’t match the general ledger
- Large “contractual adjustments” nobody can tie to a contract
- Unapplied cash or credit balances that keep growing
- Days in AR creeping up while collections look flat
- Working capital questions in diligence that the client can’t answer
Who it is for
The advisors who see the problem first. Each needs it fixed without taking it on.
CPA and accounting firms
Year-end close or the audit exposes receivables nobody can support.
We reconcile billing AR to the general ledger and support reserves and write-offs. We do not offer tax, audit, or bookkeeping, so we never compete for your recurring work.
Quality-of-earnings and diligence teams
A target’s AR is overstated, or nobody can explain net collectible revenue.
We clean the AR before diligence and explain what is truly collectible, in terms a buyer’s team can verify.
Fractional CFOs
You have found the problem. The client has no revenue cycle leader to fix it.
We lead the revenue cycle work inside the client team, so your forecasts and cash reporting rest on clean numbers. You stay the finance lead.
Banks and lenders
A borrower’s aging is unreliable, and it is holding up borrowing-base or covenant reporting.
We reconcile the aging and document the procedures behind it, so the reports you receive can be trusted and repeated.
How we work with you
Four steps. You decide how involved you want to be after the introduction.
You introduce; we scope
A free callA call with you and your client to define the problem and agree the next step.
We diagnose in your language
A focused diagnosticFindings tie to the general ledger, with clear support you can rely on.
We fix it; you stay the lead
Cleanup sprint, then ongoing support if neededWe handle the revenue cycle work and keep you informed at every step.
Your role is protected
AlwaysWe don’t offer tax, audit, bookkeeping, or CFO services to your clients.
Have a client whose receivables don’t add up?
Let’s talk it through. Fifteen minutes is usually enough to know whether we can help.
What happens next
- We reply with a few questions and a time to talk.
- If you have a client in mind, we agree how to approach them together.
- If it isn’t a fit, we tell you.
Prefer email or phone? Write to infor@phs-usa.com or call (940) 437-0661.