Every client has a next step.
Next Step services are the work your clients need beyond the case you sold: the filing that unblocks the resolution, the fix for what caused the debt, and the plan that keeps them ahead. Each one is tied to something in the client’s file, and each one makes an existing client more valuable to your firm.
The service nobody sold is often the one holding the case up.
Take the business owner with no bookkeeping. Without a P&L there’s no accurate Schedule C or 1120-S. Without the returns, the IRS won’t consider a payment plan or a settlement, and the financial statement can’t be completed. The case you sold sits still.
Most resolution firms aren’t set up to rebuild a year of books. We are. We reconstruct the records, produce the P&L, get the returns filed, and the case moves again. Then we keep the books current so it doesn’t happen twice.
- 1No booksIncome and expenses live in bank statements and a shoebox.
- 2No P&LNothing to build a return or a financial statement from.
- 3No accurate Schedule C or 1120-SReturns stay unfiled, or the IRS files its own.
- 4The case stallsNo payment plan or settlement until the client is filed.
- ✓Rebuild Missing Business RecordsThen Monthly Bookkeeping keeps it from coming back.
Then fix what caused it.
A payment plan settles the balance. It doesn’t change the habits that built it. Clients who run the household and the business off the bank balance will owe again unless someone fixes the cause.
That’s the second step of the cycle, and the one that keeps a resolved client resolved.
- What caused the debt
- What fixes it
- Self-employed income with nothing set aside for tax
- Tax Set-Aside & Payment Plan
- Owner paid from whatever is left in the account
- Profit & Owner Pay Reset
- Payroll deposits slipping behind
- Payroll Tax Deposit Watch
- No budget, no plan, no one explaining it
- Money Coaching
- Books nobody keeps up
- Monthly Bookkeeping
Built for the clients you actually have.
Most resolution clients aren’t short on income. They’re short on systems. They run the household and the business off the bank balance, nobody has explained withholding or retirement accounts to them, and their records live in a shoebox.
That’s why our services are named for the result, explained without jargon, and delivered hands-on. We set up the software, enter the data, and chase the documents, because that’s what it takes to get these clients current and keep them there.
- $750,000 a yearin earnings with nothing withheld. A real client, and not an unusual one.
- $1 million in revenueand a business that couldn’t find $50,000 to pay its owner.
A recommendation, not an upsell.
“Additional services” has a bad name in this industry because too many firms sell whatever pays. Next Step works the other way around.
Tied to the client’s file
Every recommendation points to something real: a transcript entry, a missing return, a habit that will rebuild the debt. No reason in the file, no recommendation.
Explained in plain language
The client hears what the service does, why they need it now, and what it costs before they agree to anything.
Sold your way
Your sales team presents it with our training, or our team presents it on your behalf. Either way, it’s sold in your firm’s name.
Delivered by people who do the work
Our professionals rebuild the books, file the returns, and set up the fixes, including the technology and data entry clients can’t handle.
Find the next step for your clients.
Tell us about your firm and the clients on your books. We’ll show you where Next Step services fit.