01
Whoever calls this month
New clients come from a past client, an attorney, or another accountant who happens to think of you. No owned channel.
For bookkeepers, accountants & tax firms
Your books balance. Your pipeline doesn't.
A done-for-you client acquisition system that books qualified consultations with right-fit, recurring clients—so you stop living referral to referral. Installed in 60 days.
Matched to your capacity · You own every asset
Trusted by owner-led businesses
- Cigar Lounge in a Box
- Hammersly Architecture
- Adhearts Media
- Rez Builders
- Suuri Sovitta
- Forum Debate
Referrals built your practice. But they can't build a pipeline you can plan around.
The referral well is finite. When one attorney retires or your circle is tapped out, there's no backup plan—and to someone Googling “bookkeeper near me,” you look like everyone else.
02
Tax season carries the year
January to April 15th is packed. Then May hits, the phone goes quiet, and revenue stalls until extensions.
03
Undercharging, and stuck there
You know you should raise rates or let the draining clients go—but not until someone is lined up to replace them.
04
Marketing that went nowhere
A website that doesn't do anything, a boosted post, a marketing company that took the budget and disappeared.
The complete acquisition architecture
One system.
Every step connected.
Built from the ground up for a licensed, trust-driven profession—not a generic funnel adapted for accountants. You just show up to the consultations and decide who to bring on.
01
Offer
Positioned around recurring bookkeeping, tax, CAS, or advisory work—not one-off returns.
02
Creative
Credible, professional messaging written with your profession's advertising rules in mind.
03
Traffic
Meta and Google campaigns aimed at small-business owners in your ideal client range.
04
Landing page
Establishes your credentials—CPA, EA, ProAdvisor, Xero—and trust before asking for a booking.
05
Follow-up
Speed-to-lead within minutes, plus nurture for prospects not ready to switch mid-quarter.
06
Consultation
Tire-kickers filtered out. Qualified, confirmed consultations land on your calendar.
Everything included
Everything your firm needs. One price.
Offer, ads, landing page, CRM, and follow-up—designed together, not stitched from separate vendors.
Offer & positioning
Define your ideal client—business owners who've outgrown a spreadsheet or a $30 app.
Creative, scripts & copy
Credible, not salesy—and mindful of the testimonial and advertising rules you work under.
Landing page
Built to show your credentials and earn trust fast from someone about to hand over their finances.
Tracking & attribution
Meta and Google tracking so every lead traces back to the ad that produced it.
Meta & Google campaigns
Targeted at business owners in your ideal revenue range, not “anyone who needs taxes done.”
CRM & pipeline
Clear stages and instant alerts, so a lead that arrives mid-client-call doesn't wait three days.
Speed-to-lead & nurture
Automated follow-up within minutes, and a nurture track for prospects not ready yet.
Appointment setting
Scripts and a live process that turn warm leads into confirmed, showed consultations.
Built in your accounts. Owned by you.
Nothing stops working if you don't continue with us after handoff.
Every asset included
Ad accounts, landing page, creative, tracking, and CRM.
A complete handoff
Plus a live dashboard tying ad spend to leads to booked consultations.
The 60-day build
A clear road from strategy to a system ready to run.
Fixed scope, predictable timeline, and light on your time—no dashboard to babysit, no weekly status meeting.
1
Day 1 · Discover
Audit & Strategy
We lock your ideal client profile, the service mix we're marketing, and the 60-day goal before anything gets built.
2
Day 30 · Launch
Build & Launch
Landing page, CRM, tracking, and ad accounts are built and live. Most systems are running inside the first 30 days.
3
Day 60 · Optimize
Scale & Handoff
With real data coming in, we cut what isn't converting, scale what is, and hand over every asset.
Your next step
A steady pipeline is what makes being picky possible.
Raise your rates. Let the wrong-fit clients go. Stop saying yes to scope creep. None of it feels realistic until new, right-fit consultations are lined up.
Book a strategy callBookkeeper, accountant, or tax firmReferral-dependent todayRoom for a few new clients a month
The guarantee
3 qualified consultations in 60 days, or we keep working free until you get them.
Founding clients
We're taking 3 bookkeeping, accounting, and tax firms this quarter so every build gets our full attention.
After day 60
Keep running it yourself, or have us manage and improve it month to month.
Questions
What accountants and bookkeepers ask before we start.
Book a strategy call
Pick a time that works for you.
On the call we'll look at your offer, traffic, funnel, and follow-up to see where interest is leaking out of your pipeline.
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