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SMB for advisors

Help your clients move their business forward.

Bring each client’s goal, records and next steps into one place, with access the owner controls.

Get started as an advisor

For accountants, bookkeepers, business brokers, financial advisors, attorneys and lenders.

Fieldwork Plumbing · Your client
Goal
Sell in about two years
Workspace
Opens when the owner says yes
Next step
Add the third year of tax returns

AccessThe owner can remove your access any time.

Start with one client.

Here’s how it works today, from adding a business to working in it together.

  1. Add the client

    Search for the business by name, or add it by hand. SMB fills in the public details and a first estimate of what it’s worth. Nothing changes for the owner yet.

  2. Send your link

    Copy the owner’s claim link and send it however you like. Your estimate goes with it.

  3. The owner says yes

    The owner claims the business. Once SMB checks the claim, they accept working with you in their settings.

  4. Work together

    You and the owner work in the same place. The owner can remove your access any time.

SMB does the prep. You do the advising.

Ask for the prep in plain words. SMB gets it ready for each client, so you start where your expertise matters.

  • SquareMatch Riverbend’s Square payouts to the bank deposits.
  • QuickBooksGet September ready for my review, and tell me what’s missing.
  • QuickBooksPull three years of Fieldwork’s revenue and cash flow.
  • Draft a one-page teaser for Fieldwork with the name left out.
  • Google DriveFind Juniper Goods’ operating agreement and lease.
  • GmailDraft an NDA request for me to send.
  • QuickBooksLay out a sale, a partner buy-in and a slow handoff for Goodwell Dental.
  • Google DriveCollect ForgeLine’s tax returns and bank statements for the loan file.
  • QuickBooksCheck whether ForgeLine’s cash flow covers the new loan payment.
  • ShopifyPull last year’s Shopify sales for Juniper Goods.
  • GustoCheck Juniper’s payroll before they add a part-time hire.
  • GmailWrite Morgan a note about the two missing receipts. Let me read it first.

Works with QuickBooks, Square, Gmail, Google Drive and the other apps your clients already use.

Bring your team. Keep each client separate.

Invite colleagues to your firm and see every client’s stage in one list.

See the practice model

  • Your team, your roles

    Invite colleagues and choose what each person can do.

  • Each client says yes

    Every client accepts your firm on their own.

  • Owners stay in charge

    Owners can remove your firm’s access any time.

Questions advisors ask.

What kinds of advisors is SMB for?

Accountants, bookkeepers, business brokers, financial advisors, attorneys, lenders and others who help small business owners. SMB does the prep for each client, so your time goes to the advice.

AccountantsBookkeepersBusiness brokersFinancial advisors

Can I start before the owner joins?

Yes. Add the business and work from its public details. The owner’s private records stay private until they claim the business and say yes to working with you.

Does SMB replace my professional judgment?

No. SMB does the prep. You give the advice, reach the conclusions and sign off where your profession requires it.

AttorneysExit planners

What happens when an engagement ends?

The owner can remove your access any time. Agree up front on what you’ll hand back and which records you need to keep.

What does it cost?

Each SMB plan lists what it includes on the Pricing page.

See pricing

Add your first client.

Create your advisor account, add a business and send the owner your link.