FOR BOOKKEEPERS & ACCOUNTANTS · IDAHO AND UTAH
We have the same clients and the same headaches.
I tell every contractor and restaurant owner I meet the same thing: hire a bookkeeper before you hire anyone else. I mean it — I don't do books or taxes, and I'm not trying to. What I can do is stop the insurance side from landing on your desk in a pile every spring — and if we work together, keep your files current without you chasing me for it. Hablo español.
WHY BOOKKEEPERS TEXT ME
Most of what makes audit season ugly is an insurance problem.
- A client's class codes don't match the work they actually do
- An audit is coming and the records aren't ready
- An audit bill landed and the number looks wrong
- A client's paying subs and nobody's collecting certificates
- A client wants to 1099 the crew and you don't think they should
- You're doing payroll reports by hand that software could do
WHAT I TAKE OFF YOUR PLATE
Less of your year spent on somebody else's paperwork.
Payroll reporting that runs itself. Pay-as-you-go work comp calculates premium from each real payroll run instead of a year-ahead estimate — it links to QuickBooks or most any accounting system. No big deposit, no hand-built reports every month, and far less distance between the estimate and the audit.
Class codes that match reality. Codes that describe last year's work quietly distort a client's price and blow up their audit. I read them and tell the client what I see — and if you've already spotted it in the payroll detail, tell me and I'll take it from there.
Certificates, without the chase. When a client needs one, they text me and it's done. Nobody has to route it through you.
Audit season with fewer surprises. You prepare the numbers; that's your job and I don't touch it. What I can do is tell the client what the audit is likely to say before it says it, and help them push back when a bill deserves it.
WHERE WE DON'T OVERLAP
I'm not trying to be your competitor.
I don't do bookkeeping, I don't do taxes, and I won't pretend to. When a client asks me an entity question or a payroll-tax question, the answer is “ask your bookkeeper” — and if they don't have one, the advice is to get one before they hire anybody. That's not a courtesy line; it's the first thing in the guide I wrote for new contractors.
What I'd ask in return is simple: when the insurance question comes up, let me have it.
HANDING ME A CLIENT
Two ways, both of them short.
Give them my number. 208-557-8860. They text me, I take it from there, and you're out of the middle.
Or text me first. Tell me what you're seeing — the audit, the class codes, the renewal that jumped — and I'll tell you straight whether it's something I can help with. If it isn't, I'll say so, and I'll point them to whoever can.
What happens next: I tell them what I see and what I'd do, they decide, and nobody gets chased. If I'm not the right fit, I say that too. You sent them to me, so it reflects on you — I take that seriously.
WORKING TOGETHER
Let's make it official. It takes one conversation.
- Get on my radarTell me who you are and what your firm does. I'll set you up on my end, so I know your name, your clients, and how you like to work.
- Certificates every year, without you askingOnce your client gives me the go-ahead, I send you a current certificate for each client we share — every year — so your file always shows what they actually carry.
- Copied on what you want to seeRenewals, audit paperwork, billing letters, policy changes. You tell me what belongs in your inbox; I copy you on it from then on.
- A direct lineMy cell, not a service center. Text me a question about a shared client and you get me.
- Twenty minutes, wheneverCoffee, your office, or a phone call — enough to see whether we're actually useful to each other. No pitch, and I'll tell you if I'm not the right fit.
- Refer a client in one messageSend them my number, or use the form below and I'll reach out to them. Either way you're out of the middle.
Where do we start? A text, or the form right here. ¿Prefieres español? Escríbeme.
REFER A CLIENT, OR INTRODUCE YOURSELF
Tell me who you are.
Either one goes to the same place — me. A sentence is plenty.
WORTH SENDING YOUR CLIENTS
Written in plain English, free, no email required.
- 1099 or W-2? Decide for real. For the client who wants to 1099 everybody — who actually decides, and what it costs to be wrong in Idaho or Utah.
- Why your work comp costs what it does. Class codes, the experience mod, and the audit, explained for the owner.
- Starting a contracting business, in the right order. Opens with hire a bookkeeper first.
- Insurance words, translated. Every term on a client's policy in plain English — handy when they forward you something and ask what it means.
START HERE
Let's find twenty minutes.
Coffee, your office, or a phone call. Tell me what you're dealing with and I'll tell you straight whether I can help — and if I can't, who can. It costs nothing and commits you to nothing.