Better clients.
All year long.
The marketing team built for accounting firms. New clients price their return and book by text, documents come in on time, and monthly bookkeeping clients keep you busy after April.
Client Line
New leadSmall business return
- Entity
- S-corp, 2 owners
- Needs
- Taxes + bookkeeping
- Town
- Matthews
- Booked
- Intro call, Wed 10 AM
Document Reminders
Tax season
- Clients reminded420
- Docs uploaded on time88%
- Extensions avoided37
Bookkeeping Offer
Monthly client added
Landscaping company, $450/mo
What lands on your phone (example)
What holds most accounting and CPA firms back
Feast or famine
January to April is overwhelming, and the rest of the year is slow.
Price shoppers
People compare you to software and storefront tax chains on price alone.
Chasing documents
Your team spends hours chasing clients for W-2s, 1099s and receipts.
Wrong-fit clients
You'd rather have steady business clients than one-time simple returns.
What we do for accounting and CPA firms
Our core services come first, because they're what we do best. The rest are built specifically for accounting and CPA firms. Every plan is personalized, so you pick what you need.
Outreach
Our team does the outreach for you, calling and emailing the local partners, past customers and businesses that can send you steady work. Real conversations, not spam.
Core service
AI Receptionist
An AI receptionist answers your calls 24/7, sounds like a real person, answers questions about your services, and never lets a customer hit voicemail.
Core service
Lead Qualifying & Calendar Booking
We qualify every lead for you. The AI asks the right questions, filters out the tire-kickers, and books the good ones straight into your calendar.
Core service
AI Website Chatbot
A chatbot on your website that answers questions, gives price ranges and books appointments while visitors are still on the page, day or night.
Core service
Missed-Call Text-Back
Every missed call gets a text back in seconds, so the customer talks to you instead of calling the next business on Google.
Core service
SEO & AI Search
Show up on Google, Google Maps and ChatGPT when people nearby search for what you do.
Core service
Google Profile on Autopilot
Your Google Business Profile kept fresh every week with new posts, photos of your work, up-to-date services and hours, and a reply to every review. An active profile is what moves you up on Google Maps.
Core service
Social Posts on Autopilot
Send us photos of your work. We turn them, and your best 5-star reviews, into posts on Facebook, Instagram and LinkedIn every week, so your pages stay active while you stay busy.
Core service
Short Videos From Your Photos
We turn your photos into short videos and post them to TikTok, YouTube and your Google profile, with the titles and descriptions written for you.
Core service
Review Checkup
We reach out to your past customers to collect the reviews you never asked for, then set up automatic review requests after every future job or visit.
Core service
Website
A fast, professional website built for your business, hosted and kept updated, and made to turn visitors into calls and bookings.
Core service
Tax Prep Price Check
Clients see your price ranges by return type, which filters out bargain shoppers.
For accounting and CPA firms
Document Reminders
Automatic texts and emails that get documents uploaded on time, without your staff chasing.
For accounting and CPA firms
Bookkeeping & Advisory Offers
Monthly bookkeeping, payroll and advisory packages promoted to every tax client.
For accounting and CPA firms
Small Business Outreach
Outreach to new LLCs, contractors and local businesses in your target industries.
For accounting and CPA firms
See what your customers would see
Tax Prep Price Check
Clients see honest price ranges by return type, which brings in better-fit clients and fewer bargain shoppers.
- Uses your real fees
- Every inquiry texts straight to your team
- Shows bookkeeping options too
What will my tax prep cost?
DemoService
Estimated price
$250 to $450
Final fee after we see your documents.
Example pricing for this demo. Your version uses your own prices.
We run your ads.
Google and Facebook ads built for accounting and CPA firms, aimed at the customers you actually want and the towns you actually serve. We write them, run them, and cut what isn't bringing in work.
It's your ad account and the spend goes on your own card, so you always see exactly where the money goes. Ads are part of every plan we build.
Google Search ads
Show up at the top of Google when someone nearby is searching for exactly what you do.
Local Services Ads
Pay-per-lead ads with Google's trust badge at the very top of the page, where Google offers them for your industry.
Facebook & Instagram ads
Offers, seasonal pushes and reminders shown to people in your area, plus everyone who already visited your site.
Tracking on every dollar
Every call and form is tracked, so you see what each lead and each customer cost you.
Built around your business
These are starting points, not fixed bundles. Every plan is personalized: you decide what you want from us, keep what helps, and drop what doesn't. Every plan includes ads.
Ledger
Everything an accounting firm needs to attract the right clients and get documents on time.
- ✓Outreach
- ✓AI Receptionist
- ✓Lead Qualifying & Calendar Booking
- ✓AI Website Chatbot
- ✓Missed-Call Text-Back
- ✓SEO & AI Search
- ✓Google Profile on Autopilot
- ✓Social Posts on Autopilot
- ✓Short Videos From Your Photos
- ✓Review Checkup
- ✓Website
- ✓Tax Prep Price Check
- ✓Document Reminders
- ✓Google & Facebook ads, set up and managed for you
- ✓Monthly results report
Full Books
Ledger plus bookkeeping and advisory offers, small business outreach, referral partners and year-end planning.
- ✓Everything in Ledger
- ✓Bookkeeping & Advisory Offers
- ✓Small Business Outreach
- ✓Local Services Ads and retargeting
- ✓Monthly strategy call
- ✓Priority support
Want something different? Build your own.
Pick only the systems you want, just ads, or just a new website and Google profile. Tell us what matters to you and we'll put together a plan that fits.
Straight answers
We promote monthly bookkeeping, payroll and advisory to every tax client, and fall planning campaigns fill the slow season.
Is your city still open?
We only work with one accounting firm per city. Check yours before a competitor claims it.