📊
Bookkeeping & Accounting
💼
📈 Built for Financial Pros

"I'm Wearing Every Hat"...and My Business Can't Run Without Me

Every bookkeeper and accountant I talk to says the same thing: You got into this to help people manage their money-now you barely have time to manage your own. Can't take a vacation, can't step away for a day, because everything falls apart without you. Sound familiar?

😩

The Real Problems Accounting Businesses Face

🧠 Everything Lives in Your Head

"Where's the Johnson file?" "How do we onboard new clients?" "What's our process for year-end?" You know the answers-but explaining it all takes longer than just doing it yourself. So you keep doing it yourself, and nothing gets documented.

🔄 New Clients = Groundhog Day

Every onboarding is a repeat. You're chasing the same missing docs, answering the same questions you answered last week (and the week before that).

🤦‍♀️ Can't Trust Anyone to Do It Right

You try to delegate. Two hours later, you've redone the whole job, and you're back to being the bottleneck.

☎️ The Never-Ending Question Parade

Clients keep calling: "When will my reports be ready?" "What do you need from me?" "Can you explain this again?" You spend as much time managing confusion as you do actually working.

💡

Here's What Actually Works

📋 Automated Client Onboarding

No more explaining the same steps 50 times. New clients get a step-by-step sequence-what you need, when you need it, and how to send it over.

Stop chasing missing docs

🏪 Self-Serve Client Portals

Clients see reports, upload files, and check status-without calling you.

Cut 'Where's my stuff?' calls in half

📚 Staff Training That Sticks

Document your process once. Train every new person the same way, every time.

Delegate without losing sleep

📡 Automated Status Updates

Clients get alerts when reports are ready, when you need docs, or when a deadline is coming up.

Spend less time project-managing, more time accounting

🏛️

Accounting in New Haven County

I work with bookkeepers and accountants who help everyone from Yale-area startups to Cheshire family businesses. Your clients want to trust you and understand what's happening-without calling you every week.

Most are juggling their own chaos. If your systems make their life easier, they'll stick around. If working with you is a headache, they'll look for someone less stressful.

💰

What This Costs

No surprise fees, no monthly charges eating into your profit.

🌐 The Local Website Fix

$3,500

A deliberate, professional website that positions you as the trusted local expert-clear, clean, and built to attract the right clients.

Complete Automation System

$1,797

Custom-tailored client onboarding, document collection, status updates, staff workflows-the works. Want both? I'll figure out a package that fits.

🏖️

Take Your Business Back

If you're tired of working every weekend, being the only person who can do anything right, and feeling like your business owns you-let's fix it.

Let's Talk About Getting Your Life Back