Let's See if We're a Good Fit

This takes about 10 minutes. It helps both of us figure out quickly whether it makes sense to have a conversation.

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: Most new partnerships begin at $20,000-$30,000 annually for foundational services and strategic guidance. As we do deeper work together, established client relationships typically grow to $50,000-$100,000+ annually depending on complexity and scope.

I understand this is an ongoing investment that typically grows as the relationship deepens

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.