GET HIGH PAYING

FRACTIONAL CFO CLIENTS

WITHOUT HAVING TO DO COMPLIANCE WORK OR BOOKKEEPING SERVICES

GET HIGH PAYING FRACTIONAL CFO CLIENTS

WITHOUT HAVING TO DO COMPLIANCE WORK

OR BOOKKEEPING SERVICES

How Final Expense Agents are Adding Over $10K IN AP a Month without wasting time chasing leads

CPA's & Tax Firms Offering Tax Advisory Services

Discover the Tax Planning Funnel That Attracts

High-Income Business Owners

Paying an Average $237k+ On Their Taxes

CPA's & Tax Firms Offering Tax Advisory Services

Discover the

Tax Planning Funnel

That Attracts

High-Income Business Owners

Paying an Average $237k+ On Their Taxes

Learn how to get these high ticket clients and turn them into long-term recurring clients

Discover our Tax Planning Getting System That Attracts High-Income Business Owners Looking For Tax Advisory and Accounting services

HERE'S WHAT WE'LL COVER ON THIS CALL:

  • Get clear plan on your services and how to attract high paying advisory clients

  • Discuss the tax strategies you need to know to convince and sell high income tax advisory clients that pay you on an ongoing basis (not just a one-time tax plan).

  • We will show you our Tax Plan Client Getting system that we are currently running and closing new Tax Advisory clients every week, and how we could build the same system for you.

Discover our Tax Planning Getting System That Attracts High-Income Business Owners Looking For Tax Advisory and Accounting services

HERE'S WHAT WE'LL

COVER ON THIS CALL:

  • Get clear plan on your services and how to attract high paying advisory clients

  • Discuss the tax strategies you need to know to convince and sell high income tax advisory clients that pay you on an ongoing basis (not just a one-time tax plan).

  • We will show you our Tax Plan Client Getting system that we are currently running and closing new Tax Advisory clients every week, and how we could build the same system for you.

Your Accounting Firm Growth Partner

Not all growth partners are made the same

  • Growth Partner Specializing in Tax Advisory and Accounting Services

  • Worked with over 350+ firms

  • Established for over 15 years

  • Generated over 100M in revenue from our efforts

  • Focus on Tax Advisory and Converting to Recurring clients paying for CFO Services, Bookkeeping, and Payroll.

James Smith,

CEO Bright Idea Marketing

WHAT OUR CLIENTS SAY:

Nischay Rawal

"It's been about a month an we already did $10k in new business"

Ryan Melton

"You guys were the best stumble into

something in my life! I closed 2 deals in

just the first week, and have $7,500 in

my pipeline for other sales already!"

Chase Urich

President, Equita

"James has done a fantastic job for us on multiple different fronts. From increased activity to brand recognition, James is extremely creative, and good at putting ideas into action"

Joe Aiello

Penn Global

"This month we will be on our way to triple our investment! You are in it to grow

our business which is very important to me"

Est. in 2011

Bright Idea Marketing - 359b West Alfred Street, Tavares, Florida 32778

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