Notes from people who actually close the books.
Practical writing on bookkeeping, tax, advisory and the AI workflows that pay back their setup time.
The engagement letter that actually lands the client
Most firms send a legalese-heavy engagement letter and lose deals at the signature block. Here's the letter shape that converts.
More posts
- OpsJune 2, 2026
How to get monthly close from 12 days to 6
Most firms treat close as a checklist of tasks. The firms that close fast treat it as a sequence — with a written playbook the whole team can run.
6 min read - AdvisoryMay 14, 2026
Why CFO reports earn more fees than clean books
The deliverable clients pay for isn't the reconciliation. It's the paragraph at the top of the CFO report that tells them what to do.
5 min read - ARApril 26, 2026
The aged-receivables decision framework
Every invoice past 60 days is a decision, not an accident. Here's the honest reprice / renegotiate / write-off call.
5 min read - MarketingApril 8, 2026
Why reviews are the only firm marketing that compounds
Ads decay. SEO drifts. A great Google review from year one is still winning your firm clients in year five. Here's how to earn more of them.
6 min read