How It Works
Our Process.
This is the plan we follow for building the book of business you actually want.
Timeline
Setup Phase: Day One to Day 60
Your firm gets its strategy, its new website, and its effective ad campaigns.
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Day 1
First Meeting
We go over the process together, schedule your strategy sessions, and start learning the details of your firm.
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Days 3–10
Strategy
Your positioning, specialties, services, pricing, and ideal clients are defined in these sessions. We use this to build a website and ad campaigns that present your firm at its strongest.
A well-defined strategy makes winning clients much easier.
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Day 14
Systems Setup
We set up your website hosting, email, discovery call scheduling, and the other tools needed for lead capture.
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Day 20
Your Brand
Your logo and visual identity are built to project the professionalism of your firm.
A professional brand identity is a strong trust signal for potential clients.
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Days 21–25
Sales & Operations
For owners who want it, two training sessions cover sales, proposals, pricing, billing, onboarding, and managing client engagements.
It's useful for new owners, and a solid refresher for owners who've been selling for years.
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Day 25
Website
Your new website is built on the strategy we define together and written to attract your ideal, high-value clients.
A well-made website turns visitors into booked discovery calls.
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Day 30
Marketing Setup
We create your business profiles, advertising accounts, and whatever else is needed to run your ad campaigns.
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Day 35
Campaign Launch
Your ad campaigns go live and start reaching the high-value clients firms like yours thrive on.
The return on a well-run ad campaign is hard to beat.
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Day 37
Press Release
A press release announces your firm, adding another credible source of information for potential clients researching the business.
Search engines and AI tools both draw on coverage like this when recommending firms.
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Day 40
Listings & Citations
We publish your firm's information across major directories and business data platforms.
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Day 45
First Leads
Inquiries begin coming in from business owners who recognize the need for your services and are actively seeking them.
Clients who come to you with a clear need are more likely to stay for years.
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Day 60
Client Growth
Your first client opportunities begin to turn into new engagements around this time.
Around sixty days from our first meeting, your firm is positioned for consistent growth.
Month-to-Month
Ongoing Phase: Day 60+
We keep your marketing engine running and support your firm as it grows.
Campaign Management
Each month, we review what it costs to generate a meeting, cut what is not working, and test new ads, keywords, and ideas. As the data comes in, we keep refining the campaigns to improve performance.
Search & AI Rankings
We continue building your firm's authority in Google and in the AI tools people increasingly use to find and evaluate firms. Over time, that visibility can become a growing source of inbound client opportunities.
Support & Updates
Questions come up as the firm grows. Reach out whenever you need help with strategy, messaging, design, or something else. When your website needs an update, we'll handle it.
What’s Included
Everything Your Firm Needs to Grow
The strategy and marketing we use to help your firm attract the right clients.
Strategy & Positioning
Market Positioning
We define the clients you want to work with, the specialties you want to be known for, and how to position the firm around both.
You get
A clear place in the market built around the clients you actually want.
Services & Pricing
We work through what you offer, how the services fit together, and how they should be priced and presented.
You get
A stronger offering that is optimized to attract ideal, high-value clients.
New Service Development
When you want to expand, we help shape the service, target client, pricing, positioning, and path to market.
You get
A well-defined new revenue opportunity ready to be promoted.
Brand & Website
Brand Identity
We create or refine the visual identity of your firm so it reflects the business you are building.
You get
A firm that looks as credible as the work behind it.
Website & Messaging
We write, design, and build your website around the clients you want and the services you want to grow.
You get
A website built to turn visitors into clients.
Business Profiles
We guide you through establishing the key business and social profiles clients expect to find.
You get
A complete, credible online presence wherever prospects look you up.
Online Business Listings
We distribute consistent information about your firm across established directories and business data networks.
You get
Broader and more consistent information about your firm, published across the web.
Client Acquisition
Targeted Advertising
We build and manage campaigns around the clients, industries, and services your firm wants to grow.
You get
Your firm in front of the potential clients you most want to reach.
Campaign Management
We review campaign performance, remove underperforming ads, and continually test new ways to improve results.
You get
Paid advertising consistently delivering new clients.
Search & Authority
Search Optimization
We build your firm's relevance and authority across the search engines prospective clients use to find accounting services.
You get
More opportunities to be discovered beyond paid advertising.
AI Optimization
We reinforce the signals that help AI platforms understand your firm and suggest it to prospective clients.
You get
A strong position as the way clients discover firms continues to change.
Press & Authority
We publish regular press releases that expand the body of credible third-party information about your firm online.
You get
A growing public footprint that supports the authority of your firm.
Sales & Operations
Sales Coaching
For owners who want it, we work through discovery calls, pricing conversations, proposals, and converting opportunities into engagements.
You get
A more confident process for winning the clients your marketing campaigns bring in.
Practice Operations
We help you think through onboarding, billing, engagement management, and the day-to-day processes behind serving clients well.
You get
A more efficient way to run the firm as it grows.
Tools & Systems
We help you choose the right CRM, billing, proposal, document, portal, and other software for the way your firm operates.
You get
A practical technology stack without having to figure it all out alone.
Ongoing Support
Strategy & Advisory
As the firm develops, we stay available to work through questions about positioning, services, marketing, and the next stage of growth.
You get
Experienced guidance when the next business decision comes up.
Website Updates
As your team, services, positioning, or priorities change, we keep the website current with the firm behind it.
You get
A website that continues to reflect where your business is going.
FAQ
Questions You May Have
What types of clients can you help us bring in?
We help firms bring in bookkeeping, tax preparation, tax planning, advisory and CFO, and assurance clients. Which clients we pursue depends on the services you want to grow, your pricing, and the kinds of businesses or individuals you want more of.
How do we decide which clients and services we should target?
We work through it together. We look at your experience, strengths, market, economics, and the kind of firm you want to build. From there, we define the services and client segments that make the most sense to pursue and build the marketing around them.
Do you work with new firms, established firms, or both?
Both. We work with established firms that want to grow, owners expanding into new services or markets, buyers looking to grow an acquired practice, and professionals starting a firm of their own. The strategy changes with the situation, but the objective is the same: attracting the right clients.
Do you work exclusively with accounting, bookkeeping, CPA, tax, and advisory firms?
Yes. We work exclusively with accounting, bookkeeping, CPA, tax, and advisory firms. That specialization lets us focus deeply on the clients, services, economics, and buying decisions that matter in this industry.
Can you help me refine my services and pricing?
Yes. Services and pricing are an important part of the strategy. We can help you decide what to offer, how to package it, what to charge, and how to present it to the clients you want to attract.
What parts of the marketing do you handle, and what do I need to do?
We handle the strategy, brand and website work, advertising, campaign management, search optimization, AI visibility, and the other ongoing marketing work outlined above. You provide the expertise and insight we need to understand your firm, make key decisions with us, and take the conversations that come from the marketing.
Do I need a new website or brand to work with you?
Not necessarily. We evaluate what you already have before deciding what needs to change. If your website and brand are strong enough to support the strategy, we can work with them. If they are holding the firm back, we will recommend rebuilding or refining them.
What advertising channels do you use to reach prospective clients?
Most of our paid campaigns today run through Meta, where we can reach business owners based on the clients, industries, and services your firm wants to pursue. We choose the approach around the strategy rather than forcing every firm into the same campaign.
How soon does the marketing go live?
Most firms begin going to market within the first six to eight weeks. That gives us time to work through the positioning, build the necessary assets, and launch the campaigns on a solid foundation.
When should I expect to start seeing new client inquiries?
Timing varies by firm, market, and campaign, but around the sixty-day mark is when our clients typically begin seeing new leads and clients. Some see activity sooner, while others take a little longer.
Who owns the website, brand, advertising accounts, and other assets you create?
You do. Your website, brand assets, advertising accounts, profiles, and everything else we create for your firm belong to you. Whenever an account is required, we set it up so your firm retains ownership and control.
How involved do I need to be once everything is running?
We handle the ongoing marketing work. You take the conversations with prospective clients, make the business decisions that come up, and focus on serving the clients you bring on. We stay involved on the marketing side and are there when you need us.
Start Growing Your Firm
Tell us a little about your firm and we'll show you how we'd help you bring in ideal clients.
Start Here
Are you looking to bring in more clients right now?
Tell us a little about your firm and we'll show you what kinds of clients we can help you land and how we'll find them for you. It takes about 3 to 5 minutes.