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Your safety net for all solo accountants and bookkeepers.
Ensure the continuity of your business with Succession Security.
Welcome to Succession Security
Watch the latest webinar featuring founder, Christine Siegenthaler, explaining the importance of securing the future of your bookkeeping practice with the help of Succession Security.
Protection Plan
Want to know more about Succession Security?
If your business could get its own protection, it would get Succession Security
How can Succession Security help you and your bookkeeping business?
Protective Membership Services
- As a sole practitioner, YOU are your business! The success of the business you’ve built depends on the consistent and “always there” service you provide, and it’s what your clients expect from you!
- We know life can occasionally throw us a curve ball in the form of an expected health event that takes us out of the game for a while.
- Because your business is dependent on YOU, your ability to provide your services collapses if you haven’t planned for the unexpected. That’s why you need Succession Security!
- Membership ensures you’re ready to “hand off the baton” to provide seamless service to your clients—and therefore protect the continuation of your business—when an unexpected health need requires you to put your business aside and focus on YOU!
Schedule a Free Consultation with Succession Security
Schedule a complimentary consultation with us by adding yourself to our calendar. During this session, we will review strategies for safeguarding your business against unforeseen circumstances. We will assess your specific objectives, requirements, and the scale of your operation. Together, we will determine the appropriate level of protection and explore the most effective methods for implementing these solutions to support your business.