This is built for established tax and accounting firms ready to scale through high-ticket tax advisory clients — not tax-prep or bookkeeping volume.

This is a right fit if you can take on at least 2–4 new business-owner clients a month, you have the skills to advise them on tax savings strategies, and you're willing to invest a real budget to grow.

However, if you're only looking for tax-prep or bookkeeping clients, you need a quick cash injection or an emergency fix, or you're still early in building your advisory skills, this isn't ideal.

We're not the right partner for everyone, and we are upfront about that.

Timeline:

Here's the typical timeline and results to expect when the system is followed.

First 2 weeks: We onboard you, build your custom campaigns, and go live.

Day 30 post-launch: Your campaigns are running and putting qualified appointments on your calendar, so you're in position to close your first deal. Once that happens, everything becomes much easier to optimize.

Day 90 post-launch: The ongoing optimization starts to compound. You will have more consistent closes, and you will find a cadence. At this stage, we will help you optimize further or delegate the calls so you're working on the business, not stuck in it.

Performance:

Package Sizes: We coach firms to price their main advisory engagement at a minimum of $15,000/year. In practice, most firms charge between $12,000 and $50,000 based on each client's size and complexity — some start at the lower end while building confidence, then raise prices as results come in.

Volume: After 90 days you will know exactly what your cost to acquire a new customer is. With that information, you can just decide how many you would like to bring in per month and invest accordingly.

We want to work with firms who would want to close at least 2–4 new clients a month, but you can always do more.

Some firms prefer more volume to diversify their client base; others prefer fewer, higher-value clients — the ultra-wealthy, where they can charge significantly more. See "What does it cost to acquire a client?" for more.

This isn't a get-rich-quick program, but it's a foundational system that can scale with your business as far as you want to go.*

*Results vary and aren't guaranteed. Your outcome depends on your ad spend, your market, your close rate, and how closely you follow the system.

We've been in business for 15+ years and worked with 350+ companies — we're not a startup figuring things out. We have also generated over 56,000 leads and booked over 9,000 appointments for our clients. Our track record speaks for itself, which is why firms come to us.

Right here on this page you'll find real client results — closed deals and booked advisory appointments. You'll also see screenshots of actual qualified appointments and closed engagements coming through the system.

Finally, radical honesty and transparency matter to us. You'll hear the good and the bad from us, no sugar coating it. In addition, if we see that you're not doing what is required on your end, we will call it out.

And we expect the same transparency in return.

It takes both of us working together, and this style of communcation this is the best way we see to accomplish that.

We work exclusively with tax and accounting firms, so the ads, offers, and compliance guardrails are already built for you — and we can show you results from firms exactly like yours, right below.

Your alternative options:

A generalist agency: they learn your industry on your dime — they don't know how to price advisory, position you as the expert, or write ads that are compliant. You pay for that education in wasted spend.

Other marketing methods: Webinars, LinkedIn outreach, giving away free books — those either don't scale, or they waste your valuable time that could be focused on servicing clients or growing the business.

This is a proven system built to protect your time, not another project to get lost in.

Doing nothing: you stay dependent on low-fee seasonal returns and the chaos that comes with them. Roller coaster revenue and staffing issues will keep you in a perpetual cycle if you continue to rely on low value tax prep clients.

We don't make guarantees, but here's how the math is built to work in your favor.

Each new client comes in through a low-friction, foot-in-the-door offer — for example, a $2,500 paid assessment.

That fee exists to offset your acquisition cost. When the assessment covers what you spent to win the client, your net cost on that client is effectively zero — that's what the offer is engineered to do, not a promise about any one account.

From there you move them into your recurring advisory engagement.

Acquisition was already paid for up front, so that recurring revenue isn't carrying a second ad cost on top of it.

The goal is a system you keep feeding rather than one that drains the account.

*Results vary and aren't guaranteed. Your costs depend on your ad spend, your market, and your close rate.

Less than most firms expect. Your main job is simply to talk with the pre-qualified business owners we put on your calendar — people already looking to lower their tax bill.

Beyond the calls, we ask you to join a short bi-weekly check-in with us to review your numbers, and find optimizations.

Everything else — ad management, content, and getting qualified prospects on the calendar — is on us.

P.S. If you'd rather not take the calls, we can refer you to a sales service that takes them for you.

We don't guarantee revenue outcomes because your results depend on some factors only you control — your ad budget, your market, your close rate, and how closely you follow the system.

Any agency promising guaranteed revenue is telling you what you want to hear.

What we do guarantee is rigorous execution of everything we control: fast launches, compliant ads, ongoing optimization, full sales-process support, and 15+ years of experience helping companies just like yours. This works best when both sides do their part.

If you need a revenue guarantee to move forward, we're not the right fit.

This isn't a do-it-yourself service — it's a hands-on, white-glove service with a team that is with you the whole way.

You'll have a direct line to our team for questions and the ability to text us, plus a bi-weekly strategy call to review and adjust. We pride ourselves on fast response times — when something needs attention, we move quickly so your campaigns and calendar keep producing.

After more than 15 years of helping businesses like yours, there are very few things we haven't seen and don't already have a solution for.

No, this works year-round. We adjust messaging by quarter — end of year is about capturing savings before the deadline, Q1 is about planning before filing, and mid-year is about fixing mistakes and catching extension filers.

There's always a reason for business owners to engage with tax advisory.

Once you apply, we automatically review that you meet the ideal-client criteria to make sure we can actually help. We take this part seriously, and we only take on firms we're confident we can get results for.

If it's a fit, you'll book a call (about 45–60 minutes on Zoom).

On the call we get clear on where your firm is now and where you want to go, then tell you honestly whether we're a match. If we are, we walk you through exactly how the program works and what moving forward looks like.

If you're not, we'll point you toward an alternative option that makes more sense for where you are.