Prospective Clients

Are we taking new clients?

Yes - we are taking the RIGHT FIT clients

After years of experience, here are are some high level attributes of clients that have proven to be a great fit with us:

Gross revenue in roughly the $500,000 to $5M range
< $500,000 may not be able to support our minimum monthly rate of $400
> $5,000,000 often requires in-house accounting departments
Quickbooks Online is your accounting software already or you are willing to convert
We have decided to specialize in one accounting platform so that we are experts at all of its functionality
Owners/leadership teams want an expert to handle the parts of their business that are not part of the CORE business - they want their time to be freed up to do what only they as the business owner can do
We have come up with a motto of "No 'Just'" - soooo many prospective clients will say:
"I just need you to reconcile my accounts each quarter"
"I just need someone to catch any mistakes I made"
That means our answer is, "We hear you - you are going to find someone great... but it is just not us!"
Owners consider us a "trusted advisor"
They see the value in the work we do and they rely on our insights or opinions
Owners appreciate our core values, our team model and the fact that we have created a workplace specific to the needs of our US-based team of women
Our Core Values are at the heart of everything we do
Our team model has 1 Client Manager and 1 or more Bookkeepers assigned to every client
Our workplace is 100% remote, work-on-your-own-time, very collaborative/supportive
We have intentionally decided NOT to use an off-shore team and instead provide opportunities for US-based women
Women-owned or women-focused businesses are a plus for us!
Don't worry - all businesses can be great fits for us but we love to champion women running their own businesses :)

How We Determine a Good Fit

The basic bookkeeping component we provide ensures that all data used in decisions is correct,
but the magic happens when we work with you to:

understand your business, your goals and what
financial information you need to make those happen

take a strategic look at processes and technology for efficiency/efficacy.

Here is what prospective clients can expect:

I. COMPLETE OUR PROSPECTIVE CLIENT SURVEY
You answer questions about your business and your goals in an easy-to-use online form

II. REVIEW OF CURRENT BOOKS
If the survey answers indicate that we are a good fit, we give you instructions on how
to invite us to your Quickbooks Online file so that we can see the current state of affairs
and determine whether there is any cleanup needed

III. ENSURE UNDERSTANDING
IF NEEDED
Sometime before a proposal is presented, we have a virtual meeting
to understand anything that might have been missed in the survey

IV. PRESENT PROPOSAL

We send a proposal via email and schedule a virtual meeting to discuss it

READY TO TAKE THE FIRST STEP?

Click the link below to take our survey:

Prospective Client Survey

We look forward to hearing from you!