How It Works
From brief to engagement in four steps.
No forms sold to lead buyers, no cold call queue. A short brief, a hand-built shortlist and a direct introduction to the specialists who fit.
- 01
Tell us the work
Two minutes: the service you need, your entity type, your state and your timeline. No account required to start.
Typically 2 minutes - 02
We build the shortlist
We filter the verified directory by licence class, specialty and jurisdiction, then hand-check fit against your brief. You receive three to five dossiers.
Within one business day - 03
Meet the specialists
Introductory calls, arranged directly. Every dossier shows licence status, discipline history, years in practice and fee structure before you speak.
You choose who to meet - 04
Engage directly
You contract with the accountant, not with us. No referral fee, no commission, no markup on their rate.
Zero fee to you
Common questions
- What does it cost to use the directory?
- Nothing. Clients are never charged. We do not take a percentage of the engagement fee, and accountants cannot buy ranking.
- How are professionals verified?
- A manual 14-point review: active licensure confirmed with the State Board of Accountancy and NASBA, disciplinary history checked, minimum five years documented practice, and reference confirmation.
- What if the match isn't right?
- Tell us and we re-run the shortlist with a revised brief. There's no limit and no charge.
- Do you work outside the United States?
- Our verification is built on US state board records. We list specialists who handle expatriate and multi-jurisdiction filings, but licensure is US-based.
Start with a brief.
Search the directory yourself, or read what each specialty covers before you decide.