Accounting and Bookkeeping Firms
Your client list is the business. Make it transferable.
Firm buyers pay for recurring clients, clean engagement records, and a practice that does not depend on the founder.
What buyers look for in an accounting firm.
- 1
Monthly clients versus seasonal.
Recurring monthly clients versus seasonal tax-only work.
- 2
Client concentration.
How much revenue depends on the largest few clients.
- 3
Documented workflows.
Documented workflows and staff who own relationships.
Found money
Where the money hides.
The first thing the Found Money Report looks for in your records.
- Tax-only clients ready for monthly bookkeeping or advisory
- Lapsed clients
- Engagement letters that were never repriced
Your membership program
The Monthly Client Program.
Convert seasonal clients to monthly engagements with e-signed agreements and automatic billing.
What we cut.
- Answering service and after-hours call handling
- Texting and review request apps
- Email marketing
- Online booking and scheduling
- E-signature
- Invoicing, payment links, and payment reminders
- Expense tracking, receipts, and bill pay
What stays.
- Your field service and dispatch software stays. We work alongside it.
- Your bookkeeper or CPA stays. We make their job easier.
- Your broker stays. We make their listing stronger.
Found Money Guarantee.
Found Money Guarantee.
If the report does not find at least $100,000 in recoverable revenue in your own records, you pay nothing for it.
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Find out what a buyer will see.
Twelve questions. Five minutes. You get your score and what each missing item is costing you.