Get Up to 3 Free Quotes from Vetted US Bookkeepers & CPAs

Tell us what your business needs. Top accounting pros compete for your business—100% free with zero obligation.

Step 1 of 6Takes about 2 minutes

What services do you need?

Select all that apply.

Not sure what you need? Take the free health check

Every professional is US-based Credentials reviewed Up to 3 quotes 2-minute questionnaire

Free financial health check

How healthy are your business finances?

Answer 10 quick questions about your books, reporting, payroll and taxes. Get your score and personalized results instantly — no email needed.

Take the Health Check

How it works

Get up to 3 quotes in three simple steps

Step 1

Tell Us About Your Business

Complete a short questionnaire about your business, current financial processes, and the services you need.

Step 2

Hear From Up to 3 Professionals

Up to three vetted, US-based professionals pick up your request and contact you directly with pricing for exactly what you need.

Step 3

Choose Your Best Fit

Compare the quotes, ask your questions, and hire the professional you like best. There is no obligation to hire anyone.

Why owners trust us

Professionals you can trust. A process that protects you.

You decide who to talk to, when, and whether to hire anyone at all.

Every professional on Competent Financial

  • Based in the United States

    Works with US bookkeeping, payroll and tax requirements — no offshore hand-offs.

  • Reviewed by our team first

    We review each firm before it can see a single request.

  • Quotes in writing

    Each quote spells out the price and exactly what's included, so there are no surprises.

  • You know who's calling

    We email you each firm's name and contact details before they reach out.

How we protect you

  • No lists, no spam

    Your details never go to a long list of sales reps — only to the professionals who pick up your request.

  • Three professionals, at most

    No more than three professionals ever receive your contact details.

  • Used only for your quotes

    Your details are shared only so professionals can contact you about the help you asked for.

Save hours of searching

One short form replaces calling around and requesting quotes one by one.

Compare up to 3 quotes

Weigh pricing, scope, and experience from several firms so you can decide with confidence.

No obligation

Review your quotes, hire someone, or walk away. It's always your choice.

Common questions

Is it really free?+

Yes. Competent Financial is free for business owners. Professionals pay us a small fee to receive your request — never you.

Am I obligated to hire anyone?+

No. You can talk to the professionals, compare their quotes, or simply walk away. There's no commitment.

Who sees my information?+

Vetted professionals can see what help you need, but not who you are. Your name, email and phone go only to the professionals who pick up your request — never more than three.

Are the professionals US-based?+

Yes. Every professional on Competent Financial is based in the United States, works with US bookkeeping and tax requirements, and is reviewed before they can see requests.

What services can I get quotes for?+

Bookkeeping, catch-up books, payroll, tax preparation and planning, financial reporting, CFO and advisory services, and more.

How long does it take?+

The questionnaire takes about 2 minutes. Professionals usually reach out soon after, and we'll email you each time one picks up your request.

Ready to compare your options?

Tell us what you need and get up to 3 quotes from vetted, US-based professionals.

Get Up to 3 Free Quotes