for bookkeepers · cpas · msps · business bankers
What happens to a client you send me
You see process pain before anyone else does. Books that arrive as a shoebox, a folder of PDFs nobody has filed, a phone that rings out on a Tuesday night. If you point one of those clients at me, your name goes with them. So here is exactly what happens next.
The audit, in plain terms
A client you send me starts where every client starts: a two to three week audit. I sit inside the business, map the two or three workflows carrying the most work, check whether the data is in any shape to automate, and score what AI could actually pay for. They walk out with a map, a scored shortlist, and a 90-day plan, and they keep all of it whether or not they hire me to build anything.
What you can promise
Audits start at $750, fixed scope, so you can quote that number without checking with me first. Two to three weeks, a fixed deliverable, nothing on retainer behind it. One more thing you can say out loud on my behalf: if the map says AI will not pay, I say that instead.
What I will not do
I stay in the lane you sent me for. I do not pitch your client on bookkeeping, tax, or IT work they already buy from you, and when they ask me about something that belongs to you, I point them back to you. Nothing about them appears on this site without their written permission. If the audit turns up a problem that is yours to fix rather than mine, I say so to both of you.
before you send anyone
Start with a conversation
The low-risk way to test this is a call with me, not a referral. Tell me the kind of client you work with and where their week jams up. I will tell you plainly whether an audit would help them, or whether you would be handing them a bill for a map they do not need.
start with a conversation
Want to see the shape of the work first? Read how an engagement is structured