Only Proforma... Back Office Support
  • Order Entry & Reporting
  • Cash Flow (AP, AR, Collections & Insurance)
  • Financial Planning
  • Start your own business today. Proforma offers the best support. Business Development. Marketing Services. Vendor Relations. Technology Support.

    "Proforma was clearly the best opportunity. In our first two years with Proforma we had more success than we ever thought possible. Proforma was the best business decision we ever made."

    Yvette Hymel, Co-Owner
    Proforma Key Solutions, New Orleans, LA

    Start your own business today. Proforma offers the best support. Business Development. Marketing Services. Vendor Relations. Technology Support.

    "Only Proforma provides free credit insurance! When an order went bad, only Proforma had the credit insurance that helped me recoup over $60,000 from a $71,000 order."

    David King, President & Owner
    Proforma At Your Service, Lancaster, MA

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    Cash Flow (Accounts Payable, Accounts Receivable, Collections & Insurance)

    Cash flow management is one of the largest challenges for small businesses. Absolutely essential for success, cash flow also takes too much time away from building and maintaining healthy sales relationships.

    Only Proforma offers all of these services to maximize your most profitable time – face-to-face with your customers and prospects:

    Accounts Payable

    Proforma’s Accounts Payable quickly and efficiently handles paying vendors on your behalf. Simply tell us through our order entry software that it’s time to pay a vendor.

    Do you need a prepayment or letter of guarantee? Proforma can provide both. We will document your order appropriately so that you can accurately track the order history and its profitability.

    Accounts Receivable

    All customer payments are sent to one of Proforma’s lockboxes for immediate processing. Your order is documented accordingly and profits are calculated for you. By managing the cash flow for our Owners, they now have the time to devote to growing sales, business development or having more fun. The choice is yours!

    Collections and Insurance

    What happens if the customer doesn’t pay? Small business owners don’t want to consider the possibility. We have planned for it. Proforma has two strategies to deal with delayed and defaulted payments:

    Collections

    Our collectors will call and/or mail accounts with past-due balances greater than $500 on your behalf. Collector activities are documented on the account, which you can review at any time. You can even respond to your collector or leave instructions!

    Insurance

    In the event a customer cannot (or refuses* to) pay, Proforma offers free credit insurance. Submit your claim. On approval you can reclaim at least 75% of the lost funds.**

    Only Proforma provides so many services to maintain your cash flow and provide assistance when customers fail to pay.

    Contact us today and make your dreams come true. Learn more about your potential by being a part of the industry's best franchise opportunity to increase sales of promotional products and printing services.

    * Refusal to pay due to order errors is not covered.      ** Terms and conditions apply.

    Start your own business today. Personalized business products. Commercial printing services. Custom business forms stationery.
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