Let's See if We're a Good Fit

I work with a limited number of clients so I can give each partnership the attention it deserves. This assessment helps us both determine if we're right for each other.

Tell Me About Your Business

Business Name *

Your Name *

Email Address *

What industry are you in? *

Where You Are & Where You're Going

What's your annual revenue? *

What are your growth goals for the next 12 months? *

Your Current Financial Management

How do you currently handle your accounting? *

What's your biggest financial challenge right now?

How You Like to Work

Which statements describe how you approach professional relationships? (Select all that apply)

I prefer proactive communication and regular updates I respect deadlines and expect the same from others I value strategic advice, not just task completion I see professional services as an investment in growth I'm responsive and provide information when requested

What's your timeline for finding the right accounting partner?

Investment Expectations

What do you currently invest annually in accounting/bookkeeping services?

Investment Range: My tailored partnerships typically range from $30,000 - $100,000+ annually, depending on business complexity and scope of services.

I understand the investment level for this type of strategic partnership

A Few More Questions

What attracted you to my approach specifically?

Is there anything else you'd like me to know about your business or goals?

I'll personally review your application and respond within 2 business days.