Partner support for accountants and bookkeepers
Help your clients get paid before late payment becomes a bigger problem
Collect Wise helps your clients deal with overdue invoices, growing aged debt, weak payment processes and inconsistent debtor chasing, with fixed-fee support, templates, training and practical next steps. We work with accountants across the country who want to give clients credible support when late payment starts affecting cash flow.
Late payment keeps happening?
Download the overdue invoice checklist. What to check, what to send, when to call and when to escalate.
Aged debt reduction in under three months
Give your clients a clear next step
When overdue invoices start affecting cash flow, clients often turn to the businesses and advisers they already trust. You may spot the warning signs in their numbers, hear the frustration in conversation or see the same problem affecting businesses across your customer base.
Collect Wise gives you a credible next step to offer. We help clients recover overdue invoices, strengthen their credit control process and prevent aged debt from building again.
Your clients get practical, specialist support at the point they need it. You strengthen the relationship by bringing them a useful answer to a problem that’s already costing them money.
Your reputation stays in safe hands
A REFERRAL YOU CAN MAKE WITH CONFIDENCE
Recommending another business to a client reflects on you. We understand the responsibility that comes with every introduction.
Collect Wise works with many accountants, bookkeepers and accounting software providers across the UK. We have supported more than 500 customers and collected over £25 million in overdue invoices. Your client will be looked after by experienced credit management specialists who know how to recover payment firmly, professionally and without damaging valuable customer relationships.
When you refer a client to us:
- They receive the right level of support - We assess the situation properly and recommend the most appropriate next step.
- Every conversation is handled professionally - We communicate clearly and respectfully, protecting the commercial relationships your client has worked hard to build.
- They know what will happen before work begins - The scope, costs and next steps are agreed clearly, with no unexpected surprises.
- You can remain part of the conversation - With your client’s permission, we’ll keep you informed so you know they’re being properly supported.
- They leave with a stronger credit control process - Where appropriate, we help put the structure, templates and escalation process in place to prevent the same problem building again.
Your client gets specialist support. You strengthen your position as the adviser who brought them the right answer.
Interested in working with Collect Wise?
Talk to us about the types of clients you support, how referrals are handled and what your clients can expect from us.
HOW WE HELP YOUR CLIENTS
Specialist support at the right stage
Some clients need immediate action on overdue invoices. Others need a stronger process or a team that can handle credit control more effectively. You don’t need to decide which service they need before referring them. We’ll assess what’s happening and recommend the right next step.
01
Aged debt action plan & templates
02
Credit control review & setup
03
Credit control training
Our Process
How the referral works
1
You introduce the client
2
We identify the right support
3
We support the client
4
You stay informed
WHEN TO REFER A CLIENT
Signs your client may need support
You don’t need to diagnose the problem or decide which service they need. If you notice any of these signs, it’s worth introducing them to Collect Wise:
- Sales are healthy, but unpaid invoices are putting pressure on cash flow.
- Their aged debtor balance is growing or debts are moving into older columns.
- The same customers repeatedly pay outside their agreed terms.
- The owner or senior team is still responsible for chasing payment.
- Invoices are chased inconsistently, with no clear escalation process.
- Queries and disputes are only discovered after invoices become overdue.
- Their team is unsure what to chase, what to say or when to take firmer action.
WHY YOUR CLIENTS MAY NEED SUPPORT
Late payment is already sitting inside your clients' numbers
44% of invoices were paid late, with £112bn locked up in late payments. Government-backed research estimates UK businesses are owed £26bn in late payments at any given time, with affected businesses spending an average of 86 hours a year chasing payment.
Many of those businesses don’t need another reminder to “improve cash flow” — they need a practical route for dealing with overdue invoices, weak credit control processes and customers who keep delaying payment. That’s what Collect Wise helps with.
A referral backed by real experience
TRUSTED BY ACCOUNTANTS AND BOOKKEEPERS
Many accountants and bookkeepers already refer clients to Collect Wise when overdue invoices or weaknesses in their credit control process need specialist attention. They trust us to provide clear advice, communicate professionally and take proper care of the client relationship they’ve introduced.
Collect Wise is led by Paula Bolton, who founded, scaled and sold Franklin James Credit Management before launching Collect Wise. Across our team, we bring more than 30 years of credit management experience, have supported over 500 customers and collected more than £25 million in overdue invoices.
Every client receives a proper assessment and a clear recommendation based on what they need. We know the service we deliver reflects on the adviser who referred them, so every introduction is handled with care, professionalism and commercial judgement.
PARTNERSHIP OPTIONS
Work with us in the way that fits your firm
Whether you want to refer, educate or bring in extra support for clients, there’s a way to work together that suits how your firm operates.
FREE RESOURCE FOR YOUR CLIENTS
Help your clients take the next step
Things You Need to know
Frequently Asked Questions
Do you work with accountants and bookkeepers?
Do you replace the accountant or bookkeeper?
Do you offer referral fees?
What type of client should we refer?
Clients with overdue invoices, growing aged debt, weak payment terms, inconsistent chasing, no clear credit control process, or teams that need help handling payment conversations.
Will you keep us updated?
Do you offer resources we can share with clients?
Do you provide outsourced credit control?
Ready to Refer a Client?
Fill in a few details below and we’ll reach out to your client directly, agree the right next step, and keep you updated throughout, with their permission, of course.
No obligation, just a professional, well-handled introduction.