For accountants
Your client is asking about ERP. Send them this — not a cold call from me.
I don't chase accountants on the phone. I give you something useful to share when a client has outgrown QuickBooks.
Coming soon
"7 Signs Your Client Has Outgrown QuickBooks"
A two-page checklist for accounting professionals. Until the PDF ships, send clients to the Roadmap or introduce us by email.
Honest diagnosis
I'll tell them if they need process, not software — so your introduction still looks smart either way.
Paid Roadmap
$2,000 diagnosis so discovery isn't free labour on your reputation.
GTA operators
Distribution and e-commerce clients who have outgrown spreadsheets and QuickBooks duct tape.