We work exclusively with mid-sized CPA and advisory firms earning between $1M and $10M in annual revenue. Our ideal clients are firms looking to grow beyond local referrals and attract high-net-worth individuals and growing businesses. We focus on positioning your partners as trusted financial advisors—not just tax preparers—helping you command premium fees and build lasting client relationships.

Our comprehensive marketing services include:

Paid Media Strategy: Primarily Facebook advertising campaigns designed for CPA firms

Lead Generation: Attracting qualified prospects who need tax strategy and advisory services

Authority Positioning: Establishing your partners as thought leaders in tax and financial advisory

AI-Driven Lead Nurturing: Automated systems that qualify and nurture prospects until they're ready to meet

Campaign Optimization: Ongoing performance monitoring and improvement

All campaigns are custom-tailored around tax strategy, advisory services, and business planning topics that resonate with your ideal clients.

Campaign results and reporting are reviewed regularly through our integrated tracking systems. We provide detailed analytics on:

Lead quality and quantity

Cost per qualified prospect

Conversion rates from lead to consultation

Return on advertising spend (ROAS)

Campaign performance metrics

Our lead delivery and follow-up processes are fully automated, ensuring no prospect falls through the cracks while providing you with qualified leads ready for consultation calls.

We provide dedicated account management and ongoing support throughout our partnership. This includes regular strategy calls, campaign optimization meetings, and access to our team for questions or adjustments. You'll have a dedicated account manager who understands the CPA industry and your specific firm's goals. We also provide training on how to handle the leads we generate and best practices for converting prospects into long-term clients.

Absolutely. We understand that CPA firms have seasonal fluctuations and changing business needs. Our services are designed to be flexible—you can scale campaigns up during tax season, focus on different service lines, or adjust targeting based on your firm's current capacity and goals. We work with you to ensure our marketing efforts align with your business cycles and growth objectives.

We offer a strategy consultation and campaign audit before you commit to our full services. This allows us to analyze your current marketing efforts, identify opportunities, and create a customized growth plan for your firm. While we typically work on monthly retainers for optimal results, we understand the importance of proving value before asking for a long-term commitment. During our initial consultation, we'll discuss the best engagement structure for your firm's specific situation.

We help CPA firms grow by reducing dependence on referrals and creating predictable lead generation systems. This means:

Lower cost per client acquisition compared to traditional networking

Higher-value clients who seek out your expertise (vs. price shopping)

Automated lead nurturing that saves your team hours of manual follow-up

Positioning that allows you to charge premium fees for advisory services

Consistent pipeline that reduces seasonal revenue fluctuations

Most clients see a positive ROI within 90 days and significant revenue growth within 6 months of implementation.