Our Two-Phase
Business Launch Process
How we get your firm started, bring in 3 to 5 clients per month, and set you on the way to $500K+ a year.
Phase 1: Launch Project
The exact timing varies from firm to firm.
Days 1-3
Kickoff
We meet and set things in motion
An onboarding session to get your details, walk you through what's ahead, and put your strategy sessions on the calendar.
- Roadmap agreed upon
Days 7-10
Strategy
We work out your strategic plan together
Two working sessions with your advisor to settle your niches, services, pricing, and market positioning. Everything we build next relies on this plan.
- Niches chosen
- Services and pricing set
Days 10-14
Brand
Your firm gets its identity
We design your logo and brand assets to fit the strategy and the clients it targets.
- Logo and brand assets done
Days 14-21
Website
Your website gets built
We build and launch a website designed to turn visitors into booked discovery calls.
- Website live
Days 21-24
Sales Training
You learn to win the client on the call
Sales theory first, then practice discovery calls with your advisor, so you're ready when real leads start booking.
- Discovery calls practiced
- Proposal tool ready
Days 24-30
Ad Campaign
Your ads go live
We set up your ad accounts, build the campaign, and launch it, aimed at the clients your strategy calls for.
- Campaign live
- First leads coming in
Days 30-37
Getting Found
Your firm shows up where clients search
We put your firm on Google, the maps, and the business directories, announce it with a press release, and set things up so AI assistants recommend you too.
- Press release out
- Google and maps listings up
- Directory listings distributed
Days 37-40
Operations
We fine-tune your day-to-day workflows
A working session on taking on new clients and managing the work, so the practice runs smoothly from the first engagement.
- Onboarding process in place
- Practice management set
Days 45-60
First Clients
Calls turn into signed clients
Leads book discovery calls, and the calls become engagements. From here it builds toward 3 to 5 new clients a month.
- First clients signed
Month-to-Month
Phase 2: After Launch
We manage your ad campaigns on an ongoing basis. We monitor the performance and keep them tuned.
We also handle website updates and changes. Your advisor remains available as well, whether you want to discuss a rate increase, a first hire, or the direction of the firm.
We work month to month, no contracts. We'd rather earn your business every month than lock you in.
3–5
new clients signed per month
$500K+
the yearly revenue your firm grows toward
This Is What We Do
We optimized our process to grow fledgling firms as fast as possible.
Strategy
Niche selection
We work out with you which market and client type your firm will serve. Everything else gets built around this choice.
Service offering
We define the services you'll sell and how they're packaged, shaped to what your niche actually buys.
Pricing model
We set what you charge and how it's structured, so the numbers work from your first client onward.
Market positioning
We work out why clients in your niche should pick your firm, and put it into words you'll use everywhere.
Marketing
Brand identity
We create your business name, logo, and visual identity, designed to fit your niche and read as an established firm.
Website
We build and launch your website, written and designed to turn visitors into booked discovery calls.
Ad campaigns
We build your campaigns, write the ads, launch them, and keep tuning them. This is the engine that brings in your clients.
Search and AI optimization
We set up your firm to come up when someone searches for an accountant, or asks an AI assistant for one.
Operations
Discovery call training
We train you on running the calls that turn leads into clients, with practice calls before the real ones start.
Client onboarding
We set up your process for taking on a new client, from signed engagement to the work getting underway.
Practice management
We set up the software and processes your firm runs on day to day, so the work flows smoothly as you grow.
Billing setup
We set up your engagement letters and payment structure, so getting paid is automatic from the start.
Bet On Yourself.
Grow Your Own $500K+ Practice.
Take the first step today. Book your introductory call with an advisor.
We work with a limited number of practices at a time.
What Happens Next
- 1
Book your call
A 30-minute intro call with an advisor.
- 2
Ask questions
An advisor walks you through the process and answers all your questions.
- 3
Sign up and get started
Within days, we will start the strategy work that shapes your firm.