Send us these
- A client whose financials will not support the credit application as they stand
- A business that needs compiled statements before a file can move
- Books that need cleaning before a deal, a review or a renewal
- A reorganization, freeze or rollover that needs an accountant working alongside counsel
- An estate with private company shares and corporate filings outstanding
- An owner whose accountant is not keeping up with the business
- A purchase or sale where the structure has not been decided yet
Do not waste a referral on these
- Audit engagements, which we refer out rather than take
- Personal tax returns with no business behind them
- An owner shopping purely on monthly price
- Legal work, which stays with counsel in every engagement
- A business too early to need more than a bookkeeper
The part most firms leave vague
01 — Send a name and one line. That is all we need. You do not have to explain the file, qualify the client or make an introduction email work. We take it from there.
02 — Contact within one business day. Your client hears from us quickly, because a slow response reflects on you rather than on us.
03 — You hear back either way. We tell you whether we took the file on, and we stay in our lane — legal stays with counsel, wealth stays with the advisor, the banking relationship stays yours.
What we do for your clients specifically
- Files that come back approvable — statements and forecasts built to answer a credit committee's questions before they are asked.
- The accounting side of your transaction — due diligence, working papers and structure work that keeps your deal on its timeline.
- The corporate half of the plan — freezes, rollovers and reorganizations executed alongside counsel, with the elections filed on time.
- Deals that survive diligence — books cleaned and positions documented before the other side's accountant looks.
