Annual client reportSection 03
twenty Minutes, one Partner, zero Pitch.
The fit call is mutual qualification, not a pitch. You talk to an accountant, not a salesperson, and you leave knowing the fee either way.
+1 (555) 014-0227
The promise
Booked before noon, a partner calls the same business day. Booked after, first thing the next morning.
Monday to Friday, 8:30 to 5:30
Fig. 1
You talk, we listen
Twenty minutes on the state of the books, the dates that worry you, and what good would look like by this time next year.
Fig. 2
We price it
Within two business days you get the fixed fee in writing, the tier it maps to, and the first three things we would fix.
Fig. 3
You decide
Take the quote to your current firm if you like. The number does not change when you say yes, and it does not expire for ninety days.
What to bring
Last year-end accounts, in whatever state they are in
Access to nothing. We ask before we look at anything.
The question your last accountant never quite answered
If we are not the right firm for you, we say so on the call and we name the firm that is.
