Home / Lost Your Accountant
Has your accountant disappeared?
Retired with two weeks notice. Got sick. Passed away. Or simply stopped answering the phone. However it happened, the person who kept your finances together is gone, and payroll is still due Friday. This is exactly the situation we step into.
It happens more than anyone admits
Accountants work until they die or disappear. Nobody plans for it.
Most of the businesses that come to us arrived exactly this way. They were running fine, then the one person who understood the books was suddenly gone, and with them went the passwords, the process, and the picture of where the money actually is.
We built MSI for that moment. A full team instead of a single person, documented process instead of one person's memory, and a back office your business can never lose to one retirement again.
The first 30 days
Here is how we take over quickly and safely.
You do not need a lecture about succession planning. You need someone who can step in this week and keep the wheels on.
Stabilize the situation
- Get access to bank accounts, payroll, billing and books
- Make sure payroll runs, bills get paid, and cash does not go missing
- Identify any urgent deadlines, penalties or compliance issues
Rebuild the picture
- Reconcile accounts and untangle whatever the last person left behind
- Document how money actually moves through the business
- Create simple reports so you can see where you stand right now
Take the invisible work off your plate
- Own the day to day accounting, back office and financial admin
- Work with your existing CPA, attorney and advisors instead of replacing them
- Build controls so the business never depends on one person again
Who this is for
Built for established businesses, not startups.
We work with operating companies doing $1M and up in revenue: real payroll, real vendors, multiple accounts, sometimes multiple entities. That is the level where losing your accountant is not an inconvenience, it is a risk to the business. If that is you, you are our people.
Do this today, before anything else
- Confirm you can log into your bank accounts and payroll system
- Find the next payroll date and the next tax deadline
- Locate last year's tax return and the most recent financials
- Change passwords the departed accountant controlled alone
Then let us carry the rest
- A 45 to 60 minute risk assessment of where things actually stand
- A 30 day no fee assessment period, and you keep the work either way
- A dedicated accountant backed by a full team, not another solo operator
- Your existing CPA and attorney stay, we handle the execution underneath
The first step for every client
Schedule a Risk Assessment
We learn how your world is wired, show you where the real risks are, and outline what it would take to fix them.
- A 45 to 60 minute conversation with our senior team
- We ask about your businesses, your family, and your current support
- We identify the most important financial, operational, and compliance risks
- You leave with a clear recommendation: what to do now, what can wait, and whether we are the right fit
Payroll is still due Friday. Start now.
Tell us a little about your situation and we will tell you honestly, within one conversation, what needs attention first and whether we are the right fit.
Talk to us
Start with a conversation.
Every engagement begins the same way, with a risk assessment. We only take on a limited number of new clients each month, so that the ones we have are properly looked after.