Done with price shoppers?

We book business owners doing $500K+ who already know your fee. You only pay when they show.

ThursdayYour calendar

9 am

10 am

Planning consult with Dana R.

11 am

12 pm

Example. Each owner comes with a note like this.

You tell us who fits
Your revenue floor and your fee range.
We find the owners
We reach business owners near you and only keep the ones who clear your bar.
They hear your fee
Before anyone books, they know what a plan with you costs.
They book with you
On your own calendar. You pay for the meetings that happen.

Business owners onlyNobody looking for the cheapest return.
You pay when they showA no-show costs you nothing.
One owner, one firmWe never book the same owner with two firms.
Start with 5Then pick how many you want each month, and pause when you need to.

If this works, why aren't you a tax firm?: We don't do tax work. Finding owners and getting them on your calendar is our whole job.
Where do the owners come from?: We reach business owners in your area directly. Nobody gets booked until they clear your bar and hear your fee.
What does it cost?: Fitz goes over price on the call. Either way, you only pay when they show.
Is this like Thumbtack or Bark?: No. Those sell the same name to several firms and charge whether anyone picks up. We book one owner with one firm, and you only pay for a meeting that happens.

Book 15 minutes with Fitz. If it's not a fit for your firm, he'll tell you.