Deliverables

What an aged receivables audit returns

Illustrative structure for an MSP aged receivables audit package. Placeholder account names only — no live client data, no invented recovery dollars, no DSO claims.

Samples below show format and decision vocabulary. They are not case studies and do not represent results from a named customer.

Illustrative action-queue rows

Rank	Account	Age	Blocker	Next action	Owner
1	Acme Manufacturing (illustrative)	78d	Missing PO	request_po	Billing lead
2	Northside Clinics (illustrative)	45d	AP contact stale	verify_contact	AM
3	Harbor Logistics (illustrative)	112d	Broken promise	followup_broken_promise	Finance

Package outline

Executive summary

Total AR and past-due share as of a named date (net of credits)
Addressable opportunity framed as a band — explicitly not a promise
Top root causes in plain language
Highest-value action for the coming week
Scope reminder: analysis only; client executes

Aging & concentration

Bucket table: count, gross, credits, net, share
Top accounts by net exposure
Recurring vs project/overage/hardware aging where data supports it
DSO context when payment history allows — never guaranteed improvement

Segmentation

Collectability tiers with named evidence gaps
Blocker × net exposure cross-tab
Payer-behavior notes (prompt / slow-reliable / erratic / stalled / new)

Priority action queue

Rank, invoice, account, net exposure, age, blocker, next action, owner, due date
Week 1 / Week 2 / Weeks 3–4 sequencing
Every row owned by client staff — never by DSO Zero

Exceptions & hard stops

Low-confidence classifications held for human judgment
Consumer-debt and do-not-contact quarantines when signaled
Strategic accounts routed to owner-led paths

Draft outreach appendix

Templates tied to decided next actions
Written for your signature and domain
No send path from DSO Zero systems

Methodology & limitations

Data received, as-of dates, tie-out result
Automation disclosure: typed decisions, confidence floors, human review
Limitations: contact quality, unwritten history, no legal judgment, opportunities ≠ guarantees

Start with a data-fit conversation

Tell us your PSA and accounting stack, headcount band, and roughly how much AR sits past 60 days. We’ll reply with the intake checklist — no fake guarantees, no debtor-contact pitch.

Email dsozerobiz@gmail.com Contact page