Invoice administration
Prepare or issue invoices where agreed, check that supporting information is present and keep relevant records organised.
DragonflyBusiness SupportRequest a callbackCredit control and accounts administration
Credit control and accounts administration for Glasgow and UK businesses.
Consistent, professional follow-up can help protect cash flow without turning every customer conversation into a confrontation. Dragonfly provides practical finance administration from Scotland for businesses across the UK.
Practical support
Keep invoices, follow-ups and finance paperwork moving.
This is hands-on administrative support for the work surrounding your accounts. It helps create a clear routine, identifies matters that need your decision and keeps communication with customers professional.
Payment follow-up
Send polite reminders, follow agreed escalation stages and record customer replies, queries and promised payment dates.
Statements and copies
Prepare customer statements, resend invoices and respond to straightforward requests for supporting documents.
Allocation queries
Review apparent mismatches, credits or unallocated payments and flag the information or authority needed to resolve them.
Expenses and paperwork
Organise receipts, expense information and routine finance documents so the records are easier to review.
Clear reporting
Provide an agreed summary of actions, responses, disputed items and accounts that need your attention or specialist advice.
How it works
A consistent process with room for human judgement.
Credit control works best when the records, tone and escalation steps are understood from the start. Kerry works within those boundaries and keeps you informed where an issue needs a decision.
- Review the positionUnderstand the existing records, payment terms, overdue balances and any known account issues.
- Agree the approachSet reminder stages, tone, contact methods, escalation points and the actions Kerry may take.
- Follow up regularlyContact customers consistently, record responses and keep agreed next actions visible.
- Report exceptionsHighlight disputes, missing allocations, unusual balances and matters that need authority or qualified input.
Built around your business
Practical finance administration, with honest boundaries.
Kerry has experience working with most commonly used accounting packages and can use a client’s own system where this is required for the agreed tasks. Dragonfly is not a qualified bookkeeping or accountancy practice. Qualified associates are available if the work moves beyond administrative support.
- Access limited to the agreed administrative work
- No corrections or commitments without appropriate authority
- Qualified support available by separate agreement when required
Transparent monthly pricing
Reserve the level of support your business needs.
Every retainer is paid monthly in advance and includes a clear allowance of reserved support hours. Your written proposal confirms the priorities, boundaries and working rhythm before work begins.
Essentials
£400 / month10 hours of reserved monthly support
Momentum
£700 / month20 hours of reserved monthly support
Operations Partner
£1,400 / month40 hours of reserved monthly support
Questions about this support
Useful things to know before we speak.
Are you a qualified bookkeeper?
No. Kerry provides experienced finance administration and has worked with most commonly used accounting packages, but she is not a qualified bookkeeper. If qualified bookkeeping or accountancy work is required, trusted qualified associates can be involved by agreement.
Can you chase overdue invoices without damaging customer relationships?
Yes. The tone and escalation process are agreed with you first. Messages can begin with a helpful reminder and become firmer only where appropriate, while keeping an accurate record of responses and payment promises.
Can you correct entries in my accounting system?
Kerry can review records, identify apparent allocation or information issues and carry out agreed administrative actions. Corrections are only made where they fall within the agreed scope and you have given clear authority. Matters requiring qualified judgement are referred back to you or a qualified professional.
Is debt recovery included?
The service covers routine credit control and administrative follow-up. Formal debt recovery, legal action or regulated financial advice is outside the scope and would require an appropriate specialist.
A sensible place to begin
Which task keeps being pushed to tomorrow?
Tell Kerry what is taking too much time or affecting the smooth running of your business. You will receive a clear recommendation for a suitable monthly retainer.
Start an enquiry