Your books tell a story. Let's make it one buyers believe.
We help small business owners build financials that hold up in due diligence — and equip bookkeepers with the tools to guide them there.
3 yrs
Average prep timeline for a premium exit
$0
Cost of the free intro guide
7
Components in the bookkeeper toolkit
"The bookkeeper is the most important person in any sale nobody talks about."
I own a business and I'm thinking about selling
You've built something real. Let's make sure your books reflect that — and that you walk away with what it's worth.
See how we help owners
I'm a bookkeeper who wants to serve sale-bound clients
Your client just mentioned selling. You need a process, templates, and the confidence to lead them through what comes next.
See the bookkeeper toolkit
Why this exists
I sat in the bookkeeper's seat during a real business sale.
There was no guide. No checklist for the data room. No template for normalizing SDE. Nobody to explain what a quality of earnings review actually looks for.
"I built the resource I wished had existed."
Now it does — for business owners preparing to exit, and for bookkeepers who want to be the most valuable person in the room when they do.
What people say
Built on real experience
"I had no idea my books weren't buyer-ready until Eveline walked me through it. We found three years of mixed expenses I'd never thought twice about. Fixed before the deal — saved the whole thing."
— Business owner, Phoenix AZ
"The bookkeeper toolkit is the only resource I've found that actually explains what a buyer's accountant is going to tear apart. I use it with every client who mentions selling."
— Bookkeeper, Texas
"I went from no idea how to scope a sale-prep engagement to having a full proposal template and pricing structure. It paid for itself before I finished reading."
— Independent bookkeeper, Florida
About
The bookkeeper who's been on both sides of the table.
My name is Eveline. I'm the founder of MySaleReady, based in Sedona, AZ — and I've lived the business sale process from the inside.
When the company I was working with went through a sale, I was sitting in the bookkeeper's chair. I watched what buyers looked for, what killed deals, and what no one had prepared us for.
"There was no guide for bookkeepers in a business sale. So I wrote one — and everything that should have come with it."
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At a glance
Based in Sedona, AZ
Bookkeeper & exit prep specialist
Firsthand M&A experience
Creator of the MySaleReady Bookkeeper Toolkit
Serving owners & bookkeepers nationwide
Why sale-readiness, and why bookkeepers?
Most M&A advisors focus on the deal itself. Most CPAs focus on the tax implications. Brokers focus on finding the buyer. But the books — the actual financial records that a buyer's team will spend weeks tearing apart — fall to the bookkeeper.
And for years, there was nothing built for us. No professional guide on how to normalize SDE. No checklist for what a data room actually needs. No framework for having the sale-prep conversation with a client before they announce they're selling.
Numbers by C&O exists to close that gap — both by working directly with business owners who are preparing to exit, and by giving bookkeepers the tools and knowledge they need to serve those clients well.
If you're a business owner: I'll help you build three years of financials a buyer can actually trust, and walk you through what's coming before it arrives.
If you're a bookkeeper: I'll give you the process, the templates, and the confidence to become the most valuable person in your client's exit.
For business owners
You built it. Now let's make sure you get paid what it's worth.
Buyers don't pay for what a business could be. They pay for what they can verify. That verification starts with your books — and most owners don't realize how much money is sitting in three years of clean, well-organized financials.
The timeline
What sale preparation actually looks like
Yr 1
Clean up
Separate personal and business expenses completely. Establish consistent, documented owner compensation. Reconcile monthly without exception. Address any legal or compliance gaps that would surface in due diligence.
Yr 2
Optimize
Document your systems and processes so the business runs without you. Reduce customer concentration. Build a team that operates independently. Grow revenue through repeatable, explainable methods buyers can project forward.
Yr 3
Go to market
Prepare your Confidential Information Memo. Engage a broker or M&A advisor. Review three years of tax returns for alignment with your books. Get a pre-sale valuation. Negotiate from strength — not urgency.
Due diligence 101
What a buyer checks in the first 10 minutes
01
Owner compensation
Is it market rate? Consistent? Documented? Inconsistent owner pay is the #1 red flag in a small business P&L.
02
Revenue concentration
If more than 30% of revenue comes from one customer, buyers discount the offer — or walk. Diversification protects your multiple.
03
Tax return alignment
Your books and your tax returns must tell the same story. Discrepancies — even explainable ones — create doubt that kills deals.
04
Owner dependency
Can the business run for 30 days without you? If the answer is no, a buyer is buying themselves a job — and they'll price it that way.
05
Unexplained dips
Buyers expect imperfect performance. They don't expect no explanation. Every unusual month needs a written note in your books.
06
Add-back documentation
Every personal expense run through the business needs to be identified and documented before you go to market — not during due diligence.
Ready to start?
Get the free intro guide
A plain-English walkthrough of what sale preparation looks like, what buyers actually value, and where to begin — even if you're 3 years out.
For bookkeepers
Your client just said they're thinking about selling. Now what?
You already have the most important relationship in a business sale. What most bookkeepers are missing is the process, the templates, and the confidence to lead their client through what comes next.
The gap nobody talks about
CPAs have AICPA resources. Brokers have M&A training. Business owners have advisors. But the bookkeeper — who holds the books that get torn apart in due diligence — has almost nothing.
No professional guide on how to normalize SDE. No checklist for what a data room needs. No framework for introducing the sale-prep conversation before the client announces they're selling.
The Bookkeeper's Sale-Side Playbook closes that gap. Every template, script, and checklist inside it was built from firsthand experience in a real business sale.
"I built the resource I wish had existed."
"When the company I worked with went through a sale, there was nothing to help me. No guide for due diligence. No template for the data room. No one to tell me what buyers actually look at first.
I spent months figuring it out in real time. Then I wrote it all down so no bookkeeper has to do that again."
— Eveline, MySaleReady
Two products, one practice
Everything you need to land sale-prep clients — and serve them well
Two distinct products, designed to work together. One helps you attract sale-bound clients. The other teaches you exactly how to serve them when they arrive.
01
The Bookkeeper's Sale-Side Playbook
A comprehensive manual on doing the work itself. Ten chapters covering everything from recognizing a sale-prep client to managing diligence to the closing balance sheet — with templates and workflows you'll actually use in real engagements.
For bookkeepers ready to deliver sale-prep work with confidence.
02
The Bookkeeper's Client Marketing Kit
A rebrandable intro guide, opt-in copy, and 30-day social plan to attract business owners thinking about a future sale. Put your branding on it, give it away, build your list — become the bookkeeper they call when the time comes.
For bookkeepers ready to grow a sale-prep client base.
Ready to add this to your practice?
Two products. Built to work together.
Buy the Playbook to learn the work. Add the Marketing Kit to attract clients to it. Or get both in the bundle and save.
Shop
Products & Resources
Built from firsthand experience. Designed to be used, not just downloaded.
The Free Intro GuideFor business owners
Free download
Selling Your Business: Where to Begin
A plain-English introduction to exit preparation — what buyers value, what kills deals, and where to start even if you're years away from selling.
The Complete GuideFor business owners
Full guide — 80 pages
Selling Your Business: The SMB Owner's Roadmap
Ten chapters covering valuation, financials, due diligence, brokers, timelines, and negotiation — with worksheets throughout.
The PlaybookFor bookkeepers
Professional manual
The Bookkeeper's Sale-Side Playbook
Ten chapters on doing sale-prep work — recognizing the client, scoping the engagement, the cleanup, the data room, diligence, and close. With working templates and the resource that didn't exist when it should have.
The Marketing KitFor bookkeepers
Rebrandable lead magnet
The Bookkeeper's Client Marketing Kit
A rebrandable intro guide, opt-in copy, and 30-day social plan. Put your branding on it, give it away, and become the bookkeeper sale-bound owners actually call.
Most popular
The BundleSave $25
Both products together
Playbook + Marketing Kit Bundle
Get both bookkeeper products together — the Playbook to learn the work, the Marketing Kit to attract clients to it. Everything you need to land sale-prep clients and serve them well.
Contact
Let's talk.
Whether you're a business owner thinking about the future or a bookkeeper who wants to serve sale-bound clients — I'd love to hear from you.