With deep expertise in both nonprofit and business financial systems, BlueArrow CPAs delivers tailored support for managing accounts receivable and accounts payable. Reach out today to streamline your financial processes with confidence.

1. Accounts Payable and
Receivable Management
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2. Table of Contents
• What are accounts payable and receivable?
• Why managing accounts payable and receivable matter
• Key components of receivables and payables managemen
• Common challenges in accounts receivable and payable
• Best practices for efficient accounts payable and receivabl
• Tools & Software for streamlined management
• How BlueArrow CPAs can help
• FAQs
• Final Thoughts
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Overview of this
presentation

3. www.bluearrowcpa.com
What are Accounts Payable
and Receivable?
🎯 The amount that your customers owe your
organization for goods or services that they
got on credit is known as accounts receivable.
🎯 The amount of debt your organization owes
creditors for items you purchased on credit is
known as accounts payable.
✅ For maintaining a smooth cash flow and
organization requires effective management
of accounts payable and receivable.

4. Key Reasons Why It Matters:
• Maintains a healthy cash flow
• Prevents late payments or overdue receivables
• Supports better budgeting and financial
planning
• Strengthens vendor and donor relationships
• Helps avoid penalties or strained partnerships
Why is Managing Accounts
Payable
and Receivable Important
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5. and Payables Management
Components of Receivables
• Invoice generation
• Timely collections
• Payment tracking
• Follow-ups and reconciliations
In Accounts Receivable:
• Invoice approval
• Payment scheduling
• Vendor communication
• Compliance tracking
In Accounts Payable:
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6. Best Practices for Managing
Accounts Payable and Receivable
✔️Standardize invoicing and payment approval
processes
✔️Automate reminders and payment schedules
✔️Conduct monthly reconciliations
✔️Train staff on tools and timelines
✔️Use dashboards to monitor receivables and
in real-time
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7. Tools for Managing Payables
and Receivables
🔹 Invoice automation
🔹 Payment tracking and reminders
🔹 Vendor/customer communication logs
🔹 Real-time reports
🔹 Interactive dashboard
Accounting software that supports:
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8. Accounts Receivables and
Payables
Common Challenges
in
❌ Late or missed payments (either incoming or outgoing)
❌ Poor invoice tracking or disorganized records
❌ Lack of automation tools
❌ Limited staff training or financial expertise
❌ Cash flow gaps due to unbalanced inflows/outflows
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9. How BlueArrow CPAs
Can Help
📑 Set up or streamline your invoicing systems
🔁Establish clear workflows for approvals and
collections
🔍 Monitor outstanding balances and vendor dues
📊 Provide detailed financial reports for better planning
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BlueArrow CPAs assist with end-to-end accounts
receivables and payables processes:

10. Final Thoughts
✅ Managing accounts payable and receivable is critical for
financial stability.
✅ Strong accounts payable and receivable management
improves cash flow and trust.
✅ Partner with professionals like BlueArrow CPAs to ensure
reliable and compliant operations.
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11. Contact Us
+1 858-703-6743
www.bluearrowcpa.com
info@bluearrowcpa.com
11405 West Bernardo Court, Ste B, San
Diego, CA 92127