Services
Support Built Around Your Firm.
Growth, follow-up, client communication, and day-to-day operations all require consistency. We help make sure they don't get pushed to the bottom of the list.
SJW Consulting provides flexible, hands-on support built specifically for accounting, bookkeeping, tax, advisory, and fractional CFO firms.
What Can We Take Off Your Plate?
You don't need another platform to manage or another vendor to chase. You need reliable support that keeps important work moving.
Growth & Lead Generation
LinkedIn and email outreach, prospecting, lead generation, targeting, campaign coordination, inbound lead management, and appointment setting.
Pipeline & Follow-Up
CRM management, lead tracking, prospect follow-up, proposal follow-up, meeting reminders, rescheduling, and keeping opportunities from slipping through the cracks.
Client & Firm Support
Client communication, onboarding coordination, document and information requests, administrative support, scheduling, vendor communication, and other day-to-day tasks your team needs handled.
Marketing & Reporting
Marketing coordination, campaign support, KPI tracking, pipeline reporting, outreach analytics, dashboards, and visibility into what's working and where opportunities are developing.
Our Approach
Support That Fits the Way You Work
Your firm doesn't have to change the way it operates to work with us.
We learn your systems, communication style, services, and priorities so we can work within the processes you already have. Whether you need ongoing support across several areas or help with a specific part of your growth or operations, our role is built around what your firm actually needs.
Let’s Talk About Your Firm
Whether you need help keeping up with outreach, staying on top of follow-ups, managing your pipeline, or simply taking some of the day-to-day work off your plate, I’d love to learn more about your firm.
Tell me a little about what you need using the form, and I’ll personally follow up to see if SJW Consulting may be a good fit.
Have a question? You can also reach me directly:
740-794-1527
7965 N High St
Ste 350 #212
Columbus, Ohio
43235
Monday - Friday, 9:00 am - 5:00 pm
Saturday - 9:00 am - 12:00 pm
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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!
Services
About SJW
Contact Us
740-794-1527
7965 N High St
Ste 350 #212
Columbus, OH 43235
Monday - Friday, 9:00 am - 5:00 pm
Saturday - 9:00am - 12:00pm
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