Welcome, Rachel
Rachel — here's everything, in one place.
I built you a complete setup — your new website, a dashboard to run it all, automatic monthly statements, and a simple way to bring on new clients. Here's each piece, and how we grow from here.
Your New Setup
Four pieces, all working together.
Everything below is live right now. Click into any of them and look around.
Your website
Your bilingual front door — where new clients find you and book a free consult.
OpenYour dashboard
Your control room — leads, monthly statements, and every client, all in one place.
OpenA sample monthly statement
What every client gets each month — the one thing that keeps them for years.
OpenNew-client onboarding
Bring on a new client in minutes, with nothing forgotten.
OpenHow We Grow Your Business
Four plays that actually move the needle.
Not a to-do list for you — this is what I run with you, in order of payoff.
Play 1 · your engine
Referrals + your warm base
- Your tax office already sees hundreds of business owners a year — offer them the free P&L you already do and convert them to year-round bookkeeping. Same desk, the warmest lead you've got.
- Ask every happy client for two intros — your best clients come from clients like them.
- I build you a handful of relationships with the people surrounded by contractors — bonding agents, insurance agents, bankers, supply houses — who send you work because it makes their job easier.
Play 2 · never lose a client
The monthly statement
- Send every client their numbers every month — it's automatic now.
- The #1 reason bookkeeping clients leave is they can't see what you do. This is the fix — and it's where the money is.
Play 3 · your moat
Own one lane
- Be the bilingual bookkeeper for construction & trades — your highest-margin work, and a moat almost nobody can copy.
- It's what makes the referrals and everything else land.
Play 4 · charge what it's worth
Stop under-charging
- Three simple tiers, and always show the biggest first.
- Starting people at $150 leaves money on the table — anchor high, and the same clients pay more.
What I Need From You
A handful of things — then I take it live.
Short list. Once I have these, the rest is on me.
A little access
- Manager access to your Google Business listing
- Your website domain login, so I can put the site live
- A one-click "Connect to QuickBooks" — read-only, and you can turn it off anytime
A couple of your calls
- Your guarantee — pick one you can stand behind (like "you'll always hear back within one business day")
- Your pricing — the simple tiers, with your numbers
A few things to hand me
- 1–2 real before/after examples (I'll keep them anonymous)
- A few photos of you, the team, or the office
- Just confirm: your best phone number, your hours, and any QuickBooks certifications
Send me those and I'll get you live — everything else is handled.