Service · Diagnostic

AP Reality Check

Clarity → Control → Confidence

A fast, focused assessment for service businesses on QuickBooks Online that are stuck in fire-drill mode. I map your real AP flow, baseline your metrics, and give you a practical 90-day plan to fix the chaos.

What You Get

By the end of this, you walk away with three tangible assets that change how you see your business.

1. The Reality Map

A Clear Picture of How AP Really Works Today

  • How invoices actually move: inbox/portal → coding → approvals → QBO → payment
  • Where your tools fit (email, QBO, Ramp, Procurify, Divvy, whatever you're using)
  • Where work is getting lost, delayed, or stuck
  • Where someone's "quiet heroics" are keeping the whole thing from falling apart

This is the X-ray of your AP — the truth beneath the fire drills.

2. The Baseline Metrics

The numbers that show what's actually happening

  • Cycle time: invoice received → entered → paid
  • Backlog: bills sitting there waiting to be touched
  • Exceptions & rework: missing POs, recoding loops, bounce-backs
  • Late fees / rush wires (when you've got them)

These become your foundation for improvement and accountability.

3. The 90-Day Roadmap

A clear sequence your team can actually execute

  • 3–5 concrete priorities: What to fix, Why it matters, Effort vs. impact
  • Month 1: quick wins
  • Month 2: process + roles cleanup
  • Month 3: light automation + reporting basics

Delivered as a clean 1–2 page AP Diagnostic Report you can share with finance, ops, and leadership.

How It Works

A streamlined process designed to minimize disruption.

01

The Deep Dive

60–90 minutes

We meet with your finance/AP lead to walk through the reality of your process. No judgment, just facts.

  • Invoice arrival channels
  • Real approval workflows
  • Payment execution
  • Tool stack audit

Tone: calm, neutral, no blame.

02

The Analysis

Behind the scenes

I map your actual flow, layer in your tools, identify bottlenecks, and pull your baseline metrics.

  • Flow mapping
  • Tool integration check
  • Bottleneck identification
  • Metrics calculation

Visualizing the 'State of AP Today'.

03

The Roadmap

Delivery

I present the findings and the plan. We review it live to ensure it's realistic and actionable.

  • State of AP Report
  • 90-Day Fixers Roadmap
  • Prioritized Action Items
  • Timeline review

Clear next steps, no fluff.

Why Fixers Team?

I'm not a consultant who lives in slide decks. I've sat inside AP, finance, and operations. I've untangled real-world AP chaos inside QuickBooks.

Experience

Built internal systems to cut cycle time, eliminate backlogs, and make AP boring and reliable.

Insight

I see the hidden work most leaders never notice — the "quiet heroics" keeping things afloat.

Fixers Team exists to fix the hidden work behind your numbers — starting with AP.

Ready to fix the chaos?

If AP feels fragile, reactive, or full of fire drills, let's talk. I'll tell you honestly if this diagnostic will help.

Book a Free Intro Call