HVAC

Fixing Cash Flow with the Right Remote AR/AP Clerk

Helped HVAC company recover overdue payments and organize payables with remote AR/AP support.

Client:

BlueBreeze AC

Sales:

$500K

Years in Business

Team Size:

BlueBreeze Air Conditioning, a fast-growing HVAC company in Tampa, Florida, was facing persistent cash flow issues. With invoices piling up and vendor payments scattered, the owner Carla needed back-office support but wasn’t ready to hire someone locally. After partnering with us, she brought on a remote AR/AP clerk who transformed the company’s financial operations in less than three months.

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Client Challenges

Prior to working with us, BlueBreeze experienced several operational bottlenecks:

Overdue Receivables: 40% of client invoices were overdue, creating daily stress for the team.
Unorganized Payables: Vendor payments were inconsistent and lacked a clear tracking system.
Lack of Time: Carla and her office assistant were stretched thin managing scheduling, field techs, and financial tasks.

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Solution
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We placed a detail-oriented remote AR/AP clerk with HVAC industry experience to take ownership of back-office financial workflows. Key actions included:

Systematized collections follow-up for all overdue invoices.
Organized vendor bills and set up a clear payment schedule.
Built a shared dashboard to track cash flow, upcoming payments, and client balances.

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Results
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Just 90 days after onboarding their new AR/AP clerk, BlueBreeze Air Conditioning saw:

Overdue receivables reduced by 53%, from $64,000 down to $30,200.
Bills paid on time improved by 72%, reducing late fees and improving vendor relationships.
$28,000 increase in available cash, freeing Carla to invest in new equipment and staff training.

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50%

Reduction in past due invoices

40%

Reduction in bills to pay

150+

Payments collected within the first week

Carla Ramirez

Owner

"I used to feel like I was constantly playing catch-up with bills and payments. Since bringing on our AR/AP clerk, everything is running smoothly behind the scenes. Clients are paying faster, our vendors are happier, and I finally have a real handle on our cash flow. It’s honestly one of the best business decisions I’ve made."

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