01
Stop losing opportunities
- A fast, consistent reply to every inquiry
- Consultation scheduling built into that first reply
- Follow-up on proposals and engagement letters
- Renewal, tax-season, and annual review reminders
- Referral and review requests
Better systems for professional services firms.
Your firm runs on inquiries, engagement letters, documents, and deadlines — and much of it still moves through email threads and spreadsheets. I help small accounting, law, insurance, and consulting firms tighten intake, onboarding, and follow-up, so fewer prospects slip away and staff spend less time chasing paperwork.
Who this is for: Accounting, tax, and bookkeeping firms · Small law firms · Independent insurance agencies · Consulting and advisory firms
Sound familiar?
Where time and money leak in professional services.
Slow response to new inquiries
Prospective clients often contact several firms. The first one to reply with a clear next step usually gets the work.
Onboarding that drags on
Engagement letters, intake questionnaires, and document requests go back and forth for weeks.
Chasing clients for documents
Staff spend hours sending the same reminder emails, every season.
Work falling between people
Handoffs between intake, the person doing the work, and billing live in someone's head.
No view of pipeline or workload
Hard to see how many inquiries came in, how many became clients, and who's overloaded.
What I fix
Practical fixes, in order of impact.
Not every business needs all of these. The free Ops Review is where we figure out which ones matter most for you.
02
Reduce manual work
- Intake questionnaires that fill in your CRM or practice software
- Engagement letters sent for e-signature automatically
- Document reminders that keep going until everything is in
- Client status updates without writing each email by hand
03
Build better systems
- Cleanup of your CRM or practice management software
- A clear pipeline from inquiry to engaged client
- Handoff checklists between intake, delivery, and billing
- A weekly snapshot: inquiries, conversion, onboarding time, workload
An example
Example: what client onboarding can look like
An illustration of a typical setup — not a client case study.
- A prospect accepts your proposal.
- The engagement letter goes out for e-signature automatically.
- Once it's signed, the client gets a welcome email with a secure upload link and a checklist.
- Missing documents trigger polite reminders every few days; staff step in only when needed.
- When everything is in, the assigned team member gets a task and the client gets a status update.
The tools
Use what you have first.
Many practice management, CRM, and e-signature tools can connect to each other — Karbon, TaxDome, Canopy, Clio, HubSpot, DocuSign, and others. In the Ops Review I'll tell you what's realistic with what you already have.
How it works
Start small. Keep what works.
Free Ops Review
A 30-minute call. You walk me through how work moves today; I tell you what I'd fix first.
Operations Cleanup Sprint — from $2,500
A fixed-price project to fix the highest-impact problems. Set up, tested, documented, handed over.
Ongoing Ops Support — optional
Monthly help with new fixes and reporting as you grow. Only if it's useful.
More detail on the homepage, or see who you'd be working with.
Questions
Common questions.
Does this work with our practice management software?
Often, yes. It depends on the tool, so I check what's possible during the Ops Review before recommending anything.
How do you handle confidential client information?
I design workflows so sensitive documents stay in the secure systems you already use — not in email threads or marketing tools — and I only access what a given fix requires.
Is this only for accountants?
No. It fits any firm where new clients go through intake, paperwork, and onboarding before the real work starts.
Next step
Book your free Ops Review.
30 minutes. Walk me through how your business runs today, and I'll tell you where it's leaking and what I'd fix first.
No commitment · no invoice · no pitch deck