Credit Control Consultancy & Training
Not every business needs fully outsourced credit control. Sometimes what you need is expert advice on how to improve your existing processes — and training that equips your team to manage credit effectively in-house.
What Our Consultancy Covers
Every business is different. Our consultancy is tailored to your situation — we review what you currently do, identify the gaps, and give you practical recommendations you can implement straight away.
Credit Check & Risk Assessment
We review your process for assessing the creditworthiness of new and existing clients. We can run credit checks on your behalf and recommend appropriate credit limits and payment terms for each customer.
Payment Terms Optimisation
Are your payment terms working against you? We review your current terms, identify where they may be creating cash flow problems, and recommend improvements — including how to communicate changes to existing clients.
Invoice Design & Process
Invoices that are unclear, poorly structured, or missing key information get paid later. We review your invoice design and processes to ensure they are clear, professional, and optimised to prompt prompt payment.
Dunning Process Design
A consistent, structured chase process is the single most effective thing a business can do to reduce overdue invoices. We design a dunning process tailored to your business, sector, and client relationships.
Dispute Handling Procedures
Disputes that are not managed properly delay payment and damage relationships. We help you build a clear process for logging, escalating, and resolving disputes quickly and professionally.
Staff Training Programme
A modular, branded training programme for your credit control team. Covers white-label communication, GDPR, vulnerability, payment plans, escalation, complaints, and reporting.
Staff Training That Sticks
Our training programme is modular, branded, and built for real credit control teams — not generic financial services training. Each module is practical and focused on the situations your team actually encounters.
Pricing
Consultancy is priced at an hourly rate or as a monthly retainer, depending on the scope of work. Training programmes are quoted based on team size and module selection. All pricing is confirmed before we begin — no surprises.
Get a quote →MCICM-Qualified Expertise
Our consultancy is led by Karina Senior, MCICM — a qualified credit management professional with experience across ledgers from £50,000 to £1,000,000+. You are getting genuine expertise, not generic advice.
Build a Credit Control Process That Works
Book a free initial call. We will review your current processes and tell you exactly where the biggest improvements can be made.
Book a Free Call