Need Custom Solutions?
Need Something More Customized?
Custom A/R Management Solutions — Starting at $249+
Every business operates differently, and your spreadsheets should work for you—not the other way around.
I offer custom-built Excel tools designed around your business's specific reporting, tracking, and accounts receivable management needs.
Whether you need a customized aging dashboard, specialized reporting, or a more efficient collections workflow, we can discuss a solution that fits your business.
All custom projects are individually quoted based on scope and complexity.
Contact me to discuss your needs and request a quote.
About Me
Hi, I'm Jess!
I'm a Credit & Collections Manager with hands-on experience managing accounts receivable, evaluating credit risk, developing payment arrangements, and helping businesses stay on top of outstanding balances.
I've spent years working in collections, and one thing I've learned is that managing receivables doesn't have to be complicated, but it does need to be organized.
I created A/R Control Desk to turn the processes and tools I use in my professional life into practical, affordable resources that other businesses can use without investing in expensive software or complicated systems.
My goal is simple: to help business owners, bookkeepers, and accounting professionals spend less time chasing information and more time running their businesses.
As I continue developing new tools, I'll focus on the things that matter most: functionality, simplicity, and real-world usefulness.
No unnecessary complications. Just practical tools designed by someone who actually does the work.
FAQs
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YES!
Custom A/R Management Solutions — Starting at $249+
Not every business operates the same way, and not every aging report comes in the same format.
I also offer customized Excel-based accounts receivable tools tailored to your business's specific needs, including:
- Custom aging report imports and data mapping
- Personalized A/R dashboards
- Specialized payment-plan and collections tracking
- Custom reporting and workflow features
Starting at $249+, with final pricing based on the complexity of your project.
Interested? Use the Contact page on my store to tell me what you're looking for and request a personalized quote.
Custom projects are quoted and approved before any work begins.
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Balance & Backbone
All products sold by Balance & Backbone are digital downloads delivered electronically after purchase.
Because customers receive immediate access to downloadable files, we generally do not offer refunds for changes of mind or accidental purchases.
However, we want customers to receive the product as described and be able to use it successfully.
If you experience a technical issue, receive an incorrect file, or believe the product differs materially from its description, please contact us through our store's Contact page within 14 days of purchase.
We will review the issue and attempt to provide a working replacement or reasonable solution. If we cannot resolve a verified product issue, we will issue an appropriate refund.
A/R Control Desk Basic does not include personalized setup, accounting-system integration, or ongoing consulting services.
Nothing in this policy limits any refund rights provided by applicable law.
Thank you for supporting Balance & Backbone!