Find clients
Your first clients are people you already know
Almost every small business needs bookkeeping and tax help, and most would rather work with someone they trust. If you know business owners, you already have a pipeline.
The Vervow client playbook
- 01
Map your network
Friends, family, former coworkers, neighbors, and the local businesses you visit every week.
- 02
Start the conversation
Our guides show you what to say, so it feels like helping a friend, not selling.
- 03
Send a proposal
Pick services from Vervow’s menu and send a professional proposal in minutes.
- 04
Hand off and follow up
Our team onboards the client and does the work. You stay in touch and ask for referrals.
Where advisors find clients
Local shops and restaurants
Owners doing their own books at night who would love to stop.
Trades and contractors
Busy businesses that need payroll and clean books for tax time.
Freelancers and creators
Self-employed people who need help with quarterly taxes and returns.
Your communities
Church, school, gym, and neighborhood groups full of business owners.
Ready to start your firm?
The application takes about 10 minutes, it’s free, and no accounting background is needed.