Goals mean Business!

Bookkeepers
🦸🏻‍♀️

Are You an
Accountability Partner
in Disguise?

Join the 95% club

Take 60 seconds to discover how you can help improve your client's success.

1. How often do you check in with your clients about their business performance?

Monthly
Quarterly
Annually
Only when they ask

2. In your typical check‑in, how much time is spent discussing goals or targets?

A lot we always discuss targets
A little but it's not structured
Rarely we focus on the numbers
Never just compliance tasks

3. What would help your clients stick to their financial goals more consistently?

Simpler tools
Monthly accountability
Clearer targets
All of the above

4. What’s stopping you from doing more goal‑setting with your clients today?

I don't have a simple framework
It's not part of my service (yet)
Clients aren't asking for it
I don't know where to start

5. Would you like to offer a 15‑minute check‑in that improves client success rates by up to 95%?

Yes
Tell me more
Maybe later

One last step! Where should we send your result?

Yes, I’d like to receive helpful tips, resources and updates from SME Clutch.

You’re already halfway to being a powerful Accountability Partner!

Your regular meetings are the perfect moment to help clients set and track goals. Use just 15 minutes each month with SME Clutch and watch their success rate soar to 95%.

🧩 3 clear goals each month
📊 Simple, visual dashboard
🧑‍🤝‍🧑 Unlimited team members
🚀 14‑day free trial – no card needed

Start Free Today

Bookkeepers🦸🏻‍♀️