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CPA and EA: state license. Bookkeepers: ProAdvisor or similar. Never shown publicly.
Who do you serve best?
Freelancers and consultants
Construction and trades
Nonprofits
Medical, vet and optometry
Real estate investors and landlords
Dental practices
Insurance, mortgage and real estate brokers
Restaurants and bars
Internal audit and assurance
Tech founders and equity comp
Wineries, agriculture and food
Startups and venture-backed
Franchise and multi-unit retail
Trucking and logistics
Entrepreneurs buying a business
Ecommerce and online sellers
Homeowners associations
Content creators and influencers
Salons, spas and beauty
Marketing and creative agencies
Therapists and mental health
Breweries and craft beverage
Gyms and fitness studios
Arts, entertainment and performers
Anyone we have missed?
Why do clients stay with you?
One honest paragraph. This is what our editors read first.
Renew my membership automatically each month.
Untick to pay once; you can cancel any time either way.
I want the on-camera spotlight, $299 one time.
Invoiced after the recording, not now.
How you'd like to pay
$99
per month
Cancel any time.
$999
per year
Two months free against monthly.
What happens next:
you start the $99 a month membership, then our editors confirm your services with you and read your client feedback. About one in three applicants pass. If you do not, we refund what you have paid and cancel the membership.
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