Stop quoting blind. See exactly what you're getting into before you take on a new client. BizDoc screens prospects' financial health so you can price accurately and avoid problem clients.
Get complete visibility into a prospect's financial situation.
See monthly transaction counts so you can price your bookkeeping services accurately.
Identify issues like high AR aging, negative cash flow, or unusual expense patterns before engagement.
Verify actual revenue figures. Some prospects exaggerate; now you'll know the truth.
See if their QuickBooks is well-maintained or a complete mess requiring cleanup.
Understand their ability to pay your invoices by seeing real cash balances and runway.
Identify whether this is a growing business worth investing in or a declining one to avoid.
Every accounting professional has a horror story: the client whose books were a disaster, who took 3x the estimated hours, who disputed every invoice. Bad clients don't just cost time — they cost your sanity and profitability.
The problem is traditional discovery. You ask prospects about their business, but they often understate complexity, exaggerate revenue, or simply don't know the state of their books. You quote based on incomplete information, then discover the reality after you've already committed.
With BizDoc's financial screening, you see the prospect's actual QuickBooks data before you quote. No more guessing about transaction volume, revenue, or books quality. You know exactly what you're getting into.