The First Sale-Prep Conversation

$29

The moment is always the same. A client mentions, half-sideways, that they've been thinking about selling. Most bookkeepers say "congratulations." I did.

What that moment actually needs is a different conversation — one that finds out where they really are, what they haven't told you, and whether the books can survive what's coming.

Eighteen pages: how to recognize a sale-bound client before they announce it, the twelve questions to ask in the first meeting, and how to end that meeting without quoting a price you'll regret.

If it earns your trust, it's the front door to the full Playbook — and this $29 credits toward it. Just reply to your receipt.

The First Sale-Prep Conversation

$29

The moment is always the same. A client mentions, half-sideways, that they've been thinking about selling. Most bookkeepers say "congratulations." I did.

What that moment actually needs is a different conversation — one that finds out where they really are, what they haven't told you, and whether the books can survive what's coming.

Eighteen pages: how to recognize a sale-bound client before they announce it, the twelve questions to ask in the first meeting, and how to end that meeting without quoting a price you'll regret.

If it earns your trust, it's the front door to the full Playbook — and this $29 credits toward it. Just reply to your receipt.