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Your safety net for all solo accountants and bookkeepers.
Ensure the continuity of your business with 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.
Want to know more about Succession Security?
How can Succession Security help you and your bookkeeping business?
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!
But, 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.
And, 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!
What is Succession Security? The easiest explanation is that Successsion Security is a protective membership service that enables us to step in as proxy for our subscribing members to serve their clients during qualifying medical situations. Terms and conditions apply - subject to our limited scope representation agreement*
What competitive advantage does Succession Security provide? Membership provides Succession Security’s “seal of approval” to subscribers as a way to demonstrate and market your commitment to protecting your business. In fact, your clients can also utilize Succession Security’s seal of approval in their own marketing efforts to assure clients that they have a safety net in place.
What is the benefit of membership? It’s important for you to deliver on your client partnership commitment—even if a medical event takes you out of the game. If you can’t meet their needs, they will be forced to take their business elsewhere to protect their own companies. And that’s a vulnerability Succession Security can protect you from!
What length of coverage will Succession Security provide? When you bring us on board, we are prepared to provide the continuation of services to your clients for a limited time while you recover.*
What if you can’t return to the business? In the worst-case scenario, we also can quickly and professionally seek a buyer for your company to ensure your estate benefits from your years of hard work.
What other services does Succession Security offer? We can provide additional services, customized and tailored to your needs, for a one-time fee. Examples include retirement, IT support, and business consulting services.
Our team consists of experienced professionals who have worked with businesses in various industries. Our experts are equipped with the latest knowledge and tools to provide accurate and reliable services to our clients.
•Proudly display the Succession Security coveted seal of membership on your marketing materials.
•In the event of sudden injury/illness or death, Succession Security will provide immediate succession & step in and continue running your company along with all of the work and client correspondence.
•In the event of your untimely death, we will list your business for sale.
•Be first to have access to businesses that Succession Security has listed for sale, exclusive to members only.
What you get with a Silver Membership includes everything listed under what you get with all memberships and all work will be done remotely and will run seamlessly.
What you get with a Gold Membership includes everything listed under what you get with all memberships and all work will be done as hybrid remote and in person succession. We will come to your home office/office for the first week after your injury or illness and learn all the nuances of your business, then proceed remotely after the first week is completed.
What you get with a Platinum Membership includes everything listed under what you get with all memberships and all work will be done as 100% onsite succession. We will come to your home office/office to seamlessly continue your business. We will literally sit in your seat.
We will advertise your firm for sale to all members of Succession Security. Profits from the sale of your business will be distributed per your request.
$995 daily rate per each additional day/day's needed beyond 3 month membership recovery time frame.
We love our customers, so feel free to invite us to your business.