Offer from Sarah Mitchell
Sarah Mitchell
Accounting · New York, NY · 1 month ago
Can offer
I can refer you to specialist CPAs when a client hits a tax problem we don’t handle.
Looking for
I want service firms that need tax help before year-end.
Sarah Mitchell
Accounting · New York, NY · 1 month ago
Can offer
I can refer you to specialist CPAs when a client hits a tax problem we don’t handle.
Looking for
I want service firms that need tax help before year-end.
Sarah — a design studio I shoot for just hired a bookkeeper and is already asking who takes over the books properly. Want the intro?
Private
Are you doing this as a straight referral or do you want to sit in on the first call?
Offer owner
Good question, Ryan. Outside New York is fine as long as they’re comfortable working remotely.
Private
I have one warm one for this. Service firms are basically our client base.
Private
i can help here. Two of my design clients are service firms. Which one is a better fit depends on size — what’s your sweet spot?
Offer owner
Hannah — smaller is fine, honestly. 10 to 40 people is the sweet spot.
Can offer
I can refer you to payroll teams whose clients just outgrew DIY finance.
Looking for
I want a referral to agencies that need a fractional CFO.
Sarah Mitchell
New York, NY
2 won referrals
2 finished
Excellent · 2 reviews
Can offer
I can refer you to bookkeepers who keep asking who should take over the books.
Looking for
I want consultancies that want cleaner books without a full finance team.
Sofia Alvarez· InsuranceI can refer you to CPAs when an insured client is incorporating.In return: I want agencies shopping commercial coverage this quarter.
Paul Donovan· LegalI can refer you to commercial insurers when a client is taking an office.In return: I want operators signing a lease who still need entity work.
Adam Levy· AccountingI can refer you to businesses whose books need cleaning up before they can borrow.In return: I want owner-operated businesses that need financing for growth or equipment.
Kevin O’Brien· PayrollI can refer you to businesses whose payroll is fine but whose books are a mess.In return: I want accountants whose clients keep asking who handles payroll.