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