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Bookkeeping service

Accounts Receivable & Invoicing in San Marcos & North County

Know exactly who owes you money, and stop letting invoices sit unpaid.

Jennifer, your bookkeeper

  • 11+ years of bookkeeping experience
  • QuickBooks Online specialist
  • Woman-owned, one-on-one support
  • Month-to-month pricing, no long-term contract

Is accounts receivable & invoicing right for you?

  • Who it's for

    • You find out an invoice is unpaid months later
    • Invoicing gets pushed to the bottom of your list
    • Cash is tight even though sales are good
  • Problems it solves

    • Invoices that go out late or not at all
    • Unpaid balances nobody follows up on
    • Tight cash even when sales are strong

How it works

What happens after you reach out

  1. Free consultation

    Tell Jennifer about your business, your accounts and where your books stand today.

  2. Month-to-month pricing

    You get one monthly price based on the size and complexity of your books, billed month to month. Extra work outside that scope is billed at an hourly rate.

  3. Jennifer does the work

    Each month she does the bookkeeping and explains what she found in plain language. Your questions go straight to her.

What's included

Everything in Accounts Receivable & Invoicing

  • Creating and sending invoices

  • Recording customer payments

  • An aging report of outstanding invoices

  • Reminders on invoices that are past due

Jennifer Castiglione, founder of Momentum Bookkeeping

What is accounts receivable & invoicing?

Accounts receivable is the money customers owe your business. Managing it means sending invoices, recording payments and following up on what's past due so cash keeps coming in.

Jennifer can create and send invoices, record payments as they come in, and keep an aging list of what's outstanding.

Unpaid invoices are easy to lose track of when you're busy. A current receivables list makes follow-up simple and shows how long customers are taking to pay.

Talk to Jennifer about accounts receivable & invoicing

Send a short message and Jennifer will follow up to set up a free consultation.

  • Free consultation with no obligation
  • One monthly price, billed month to month
  • You work directly with Jennifer

Prefer to talk? Call (760) 533-3071

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Accounts Receivable & Invoicing questions

Can you send invoices from my QuickBooks account?

Yes. Invoices go out from your own QuickBooks Online account, under your business name.

What is an aging report?

A list of unpaid invoices grouped by how long they've been outstanding, such as 0 to 30 days and 31 to 60 days. It shows at a glance which customers need a reminder.

Will my customers know you're involved?

Invoices come from your own QuickBooks Online account with your business name, so they look the same as always.