Is this you?

A few signs this is worth a conversation:

  • You've outgrown spreadsheet billing, and need a proper system in place, with someone who makes sure contracts are set up and billed correctly.

  • Contracts get set up incorrectly, margins drift over time, or order forms get filled in with the wrong data, and it's costing you money without anyone quite noticing.

  • You're heading toward a fundraise and want reporting you can trust.

  • Renewal dates aren't tracked properly, so contracts lapse, renew at the same rate, or slip past without the upsell conversation that should have happened.

  • You're moving off spreadsheets or switching billing systems, and need someone to make sure nothing breaks in the transition.

  • Reseller pricing or commission payouts don't quite match what's in the contract, and nobody's had time to check why.

  • A billing seat has gone empty, through leave, notice, or a slow hiring process, and it needs covering properly in the meantime.

Recognise your business in any of this?