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Frequently Asked Questions

What types of firms does SJW Consulting work with?

SJW Consulting specializes in supporting accounting, bookkeeping, tax, advisory, and fractional CFO firms. Because our focus is within the accounting industry, we understand the importance of professional communication, consistent follow-up, and representing your firm well throughout the client journey.

Is there anything I have to do?

Not much. Our goal is to take work off your plate, not add to it. At the beginning, we’ll need your input to understand your firm, services, ideal clients, communication style, and current processes. Once we’re up and running, we handle the day-to-day work within our scope and keep you informed without requiring constant oversight.

You’ll always have visibility into what we’re doing, but you shouldn’t have to manage us every step of the way.

What can SJW Consulting take off my plate?

Support can include lead generation, LinkedIn and email outreach, prospect follow-up, appointment setting, CRM and pipeline management, proposal follow-up, client communication, marketing coordination, reporting, and other operational support. Services are tailored around where your firm needs help most.

How do we get started?

It starts with a conversation. We'll learn more about your firm, what's currently taking up your time, where you need additional support, and what you're working toward. From there, we'll determine where SJW can provide the most value and discuss the right next steps.

Still have questions? Let's talk about what support could look like for your firm.

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Specialized growth and operational support for accounting firms. Helping you stay consistent, organized, and focused on the clients you serve.quam felis, ultricies nec, pellentesque eu, pretium!