Who we serve
Built for small accounting practices.
We only work with tax, accounting and bookkeeping firms. That focus is the point.
Small CPA firms
One to three partners doing individual and business returns, often with monthly bookkeeping clients too. Great work, a word-of-mouth pipeline, and a website nobody has touched in years.
Enrolled agents and tax preparers
Seasonal volume that lives and dies on the phone from February to April. Missed calls and slow document collection cost the most here.
Bookkeeping practices
Recurring monthly clients where one good referral is worth years of revenue. Reviews and retention campaigns do the heavy lifting.
Tax resolution specialists
Clients who are stressed and shopping around. The firm that answers first and looks credible online wins the engagement.
Fractional CFO and advisory firms
Higher-value clients who check you out before they call. A sharp site and fast follow-up set the tone for a premium engagement.
A good fit
You’ll get the most out of this if…
- You’re a one-to-fifteen person firm that does good work and gets most clients by referral.
- Your website is dated, or you don’t have one.
- You have fewer Google reviews than happy clients.
- Calls go to voicemail when you’re busiest.
Probably not a fit
It’s not for you if…
- You’re a large multi-office firm with an in-house marketing team.
- You want someone to guarantee a number of new clients by a date.
- No one on your team can tag a client when their work is done.
Want to see it on your own firm?
Twenty minutes. We’ll show you the whole system running for an accounting firm, answer your questions, and tell you honestly whether it’s a fit.