PARTNER WITH COLLECT WISE
Credit control for accountants and bookkeepers
Help your clients get paid before late payment becomes a bigger problem
Help your clients get paid before late payment becomes a bigger problem.
You make the introduction. We help the client work out the right next step.
Aged debt reduction in under three months
A REFERRAL YOU CAN MAKE WITH CONFIDENCE
Give your clients a clear next step
When overdue invoices start affecting cash flow, clients often turn to the advisers they already trust.
You may spot the warning signs in the numbers before the client knows what to do about them. Collect Wise gives you a credible specialist route for aged debt, repeated late payment and credit control problems that need more than another reminder.
We know every introduction reflects on you. That means clear scope, professional communication, sensible commercial judgement and proper care of the client relationship.
- 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.
WHEN TO REFER A CLIENT
Signs a client may need credit control support
- 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.
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:
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.
Aged debt action plan
For clients with several overdue invoices and no clear priority. We review the aged debt and provide a practical 30-day action plan.
Credit control review & setup
For clients where late payment keeps repeating because the underlying process has gaps.
Credit control training
For finance, admin or operations teams that need stronger skills for chasing, disputes and escalation.
HOW IT WORKS
How a Collect Wise referral works
1
You introduce the client
2
We identify the right support
3
We support the client
We deliver the agreed credit control support directly with the client.
4
You stay informed
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.
WHY THIS MATTERS
Bookkeepers are already helping clients reduce debtor days
Research highlighted by the Office of the Small Business Commissioner found that 80% of bookkeepers surveyed had proactively reduced debtor days and improved cash flow for clients.
When the problem needs specialist credit control support, Collect Wise gives advisers a practical place to refer it.
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 need a practical route for dealing with overdue invoices, weak credit control processes and customers who keep delaying payment.
WHY COLLECT WISE
Specialist credit control experience your clients can trust
Collect Wise is led by Paula Bolton, who previously founded, scaled and sold Franklin James Credit Management.
We bring more than 30 years of credit management experience, have supported 500+ organisations and recovered more than £25m in overdue debt.
Every referral is assessed properly and handled with the understanding that the service we provide reflects on the adviser who made the introduction. Your client gets clear advice, professional communication and specialist credit control support based on what they need.
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.
RESOURCE FOR YOUR CLIENTS
RESOURCE FOR YOUR CLIENTS
Our free overdue invoice checklist helps clients work out what to check, what to send, when to call and when an account may need firmer escalation.
Things You Need to know
Frequently Asked Questions
Do you work with accountants and bookkeepers?
Yes. Collect Wise works with accountants and bookkeepers across the UK whose clients need specialist support with overdue invoices, aged debt, credit control processes or team training.
Will you replace our role as accountant or bookkeeper?
No. You remain the client’s trusted financial adviser. Collect Wise supports the specific credit control or collections issue you referred.
Do you offer referral fees?
Referral arrangements can be discussed, but many firms refer because it gives clients specialist support and protects the advisory relationship. The priority is a good client outcome.
What type of client should we refer?
Clients with growing aged debt, recurring late payment, weak payment processes, inconsistent chasing or teams that need stronger collection skills are usually a good fit.
What happens after I introduce a client?
We speak directly with the client, assess what’s happening and recommend the most appropriate next step. You don’t need to diagnose the problem or choose the service.
Will you keep us updated?
Where appropriate and with the client’s permission, yes. We can keep you informed so the support remains aligned with their wider financial position.
Do you offer resources we can share with clients?
Do you provide outsourced credit control?
Collect Wise focuses primarily on aged debt action planning, credit control consultancy and team training. Ongoing managed credit control may be available for selected clients where it is the right fit.
REFER A CLIENT
Make an introduction to Collect Wise
Share a few details below and we’ll contact your client directly, assess the situation and agree the most appropriate next step.
We’ll keep you updated where appropriate and with the client’s permission.