Right-fit introductions.
A clear first 45 days.
Review each opportunity for fit before you commit to the conversation. Use a basic Client Start Plan to structure a new client’s first 45 days: clarify the need, proposed scope, prerequisites, owners and next steps. Your firm manages the follow-through.
Open your firm workspaceLocal by choice. Independent by design.
For independently owned accounting and bookkeeping businesses. Franchises and enterprise firms are excluded. Profiles require review before activation.
A brief worth reading
Service needs, location, urgency, budget, software, and business context. Customer identities stay protected until the introduction is approved.
A fit you can assess
Accept or decline selected opportunities. Share your specializations, capacity, service area, and preferred engagements.
A pipeline you can work
Private notes, meetings, proposals, won/lost outcomes, opportunity issues, and CSV export.
A specialist path for cannabis
Dispensaries, cultivators, processors, and ancillary businesses. Relevant experience must be reviewed before specialist opportunities are assigned.
Pilot pricing is being set with founding firms.