Cash & AR Scorecard

1. 1.How often do you (or your office manager) actually review AR aging?

   Weekly, with buckets (0–30 / 31–60 / 61–90 / 90+)Monthly, usually around payroll or accountant timeA few times a year / when something feels offRarely — we mostly watch deposits
2. 2.Can you name your 61+ day AR pool within ~10% right now?

   Yes — I know the number coldRoughly — I could pull it in under 15 minutesSomeone else would have to digNo idea
3. 3.What happens when an invoice ages past 30 days?

   Written sequence (SMS / call / statement) with owners and timingFront desk “tries to catch up” when they canWe wait for the patient to call or for statementsNothing consistent
4. 4.Where does cash-in / money-owed truth live today?

   QuickBooks (or equivalent) reconciled to the PMS, reviewed togetherMostly QuickBooks or mostly PMS — not one pictureSpreadsheets / exported reports we re-formatGut feel and bank balance
5. 5.Time from “I should look at the numbers” to a usable view?

   Under an hour of office time, any weekHalf a day of pulling and formattingMulti-day project / waits on the accountantWe avoid it because it is painful
6. 6.Biggest leak you suspect (pick one)?

   Aging AR / contract balances not chasedRecalls / unscheduled treatment sitting idleMarketing spend with no clear cost-per-startOpen chairs / no-shows that never get rebooked

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