Do you need a bookkeeper, a CPA, or a cleanup first?
Most owners aren’t sure who they actually need. Seven quick questions, an honest answer, and where a real expert would start. Free, no judgment.
How far behind is your bookkeeping right now?
For CPAs and accounting firms
Sending me a client? Here’s how the timing works
Three honest paths, depending on how fast your client needs this handled.
Need it now
Your client's situation is this week
Tell me on the booking form that the need is urgent, and I'll give you a straight answer fast. I take a small number of cleanups each month; if your client's need is this week, say so and I'll tell you honestly whether I can take it right now.
Need it soon
It's coming, but not on fire yet
Get on the calendar now so it doesn't slip. September and October are when firms feel this most, right before year-end and tax season, so the earlier we scope it, the calmer it stays.
No rush yet
You're just getting to know how I work
No pressure. Leave your email so you have me on hand the day a messy client lands on your desk, and I'll send you short answers to the questions CPAs always ask as I record them.