To guarantee results, we limit how many new firms we onboard each month. Spots are limited.
60-Day Qualified Appointments Guarantee

Your Firm's Next $100k
in Advisory Revenue.
Sourced, Filtered,
and Booked For You.

We put pre-qualified business owners on your calendar so you only speak to prospects that already meet your criteria.

Built for solo and small CPA, accounting, and bookkeeping firms across Canada and the United States that want to sign more business clients without relying entirely on word of mouth.

Who this is for: CPA, accounting, and bookkeeping firms in Canada and the US that want a predictable flow of pre-qualified business clients — without cold outreach, referral dependence, or managing ads yourself.

Start here (2 steps)
1
Read through this page to see how the system works.
2
Book a 15-minute qualification call to see if we're a good fit for one another.
Guaranteed: 25+ qualified appointments in 60 days — or we keep working free until we do. See the guarantee →
25+
Qualified appointments in 60 days (guaranteed)
B2B Only
Business-client accounting firms only
Done For You
Full system build + management
Automated Follow-Up
Built in from day one
If we don't deliver within 60 days, we keep working at no extra charge until we do. See the guarantee →
Corporate Tax
Bookkeeping
CFO Advisory
CPA Firms
Payroll Services
Fractional CFO
Tax Planning
Small Business Accounting
Corporate Tax
Bookkeeping
CFO Advisory
CPA Firms
Payroll Services
Fractional CFO
Tax Planning
Small Business Accounting
The problem
The End of Referral Dependency

Referrals are great — until they are your only growth channel. We help accounting and advisory firms install a predictable client acquisition system that attracts better-fit businesses and filters out time-wasters before they ever reach your calendar.

✓Best fit if...
✓You serve business clients (B2B) and want higher-quality retained work.
✓You have onboarding capacity in the next 30 to 60 days.
✓You are willing to define clear qualification rules on who you want — and who you do not.
✓You can respond to qualified inquiries promptly.
✕Not for...
✕Firms already at full capacity with no onboarding bandwidth.
✕High-volume, low-fee models like 1040-heavy tax shops.
✕Anyone wanting random leads without qualification or follow-up built in.
✕Firms unwilling to protect their time with clear fit criteria.
Why us
The Honest Comparison

How the Advisory Pipeline Engine stacks up against what most firms are using right now.

AccountingLeads.ioTypical AgencyDIY / Referrals
Built specifically for accounting firms✓ Yes✕ Generalist—
Qualification filters (bad fits blocked)✓ AlwaysRarely✕ None
Meta Ads written + fully managed✓ Full serviceSometimes✕ None
CRM + automated follow-up✓ Built inSometimes✕ None
Results guarantee✓ 25 appts / 60 days✕ Almost never—
Month-to-month, no long-term contracts✓ Always✕ Usually 6–12 mo—
Speed-to-lead (same-day response)✓ Built inRarely✕ Manual only
Ad spend stays with you (transparent)✓ AlwaysVaries✓ Yes
Real results
Real Firms. Real Results.

Accounting and advisory firms across Canada and the United States getting consistent, pre-qualified leads — not random clicks.

✓  155 leads · 6 clients · 30 days

"155 leads in the first 30 days and we were able to convert six of them into paying clients. I kept waiting for the catch. There wasn't one. First leads came within 2 days of going live. That alone told me this was different."

Principal, Toronto, ON
✓  3 clients closed · Month 1

"Three new bookkeeping clients in the first month. The qualifying questions filter out people before they get anywhere near my calendar. That alone changed how I was spending my time."

Principal, Detroit, MI
✓  Pipeline year-round

"After tax season I used to just wait it out. Not anymore. The follow-up speed was what got me. We were losing leads just because no one got back to them in time. That doesn't happen now."

Firm Owner, Miami, FL
✓  ROI from month one

"I've worked with agencies that go quiet the second you pay. This is the opposite. I texted at 2am about a lead issue and had a response before I woke up. She's in it with you. Not a set it and forget it situation. You can tell she actually wants it to work."

Managing Partner, Vancouver, BC

Results vary by niche, capacity, and response time. These are real client outcomes.

The math
Why this model is pure math

We don't rely on hype. We rely on the most conservative numbers possible. Here is exactly how 25 qualified meetings turns into real recurring revenue — even at minimum pricing.

You serve B2B clients and charge anywhere from $400 to $1,100/month per engagement. We run the floor case: $400/month ($4,800/year per client).
We deliver our guaranteed baseline of 25 qualified meetings with business decision-makers within 60 days.
At a conservative 8% win rate — closing just 2 out of 25 calls — you add $800/month in new MRR at the floor. At $833/month (mid-range), those same 2 closes equal $20,000 ARR in your first 60 days.

Pricing shown is illustrative. Our clients charge between $400 and $1,100/month per engagement. Results vary. Math assumes 2 closes from 25 meetings at an 8% win rate.

60-Day Pipeline Snapshot
2 Closes × $833/mo (mid-range pricing)
= $20,000 ARR
at average pricing — in your first 60 days
Base case (2 × $400/mo)$800 MRR / $9,600 ARR
Mid case (2 × $833/mo)$1,666 MRR / $20,000 ARR
QualificationPre-Qualified Before Booking
Your Only JobTake calls & close
How it works
How the Advisory
Pipeline Engine Works

We exclusively run Meta Ads (Facebook & Instagram) to target business owners and filter them through a strict qualification process before they can book. We handle all follow-up and reminders so you only show up to speak with pre-vetted prospects.

01

Attract

We run Meta Ads (Facebook & Instagram) to put your firm in front of the right business owners in your service area. Every campaign is written and managed specifically for your niche. You never touch Ads Manager.

02

Qualify

Every prospect goes through your intake filter. Bad fits are screened out before they can book a minute of your time. You only see people who already meet your criteria.

03

Book

Same-day response and automated follow-up turns qualified interest into confirmed appointments that show up — reminders and all.

Acquisition System
The Advisory Pipeline Engine.
Done For You.

Eight components working together as one system. Not lead lists. Not guesswork. A complete acquisition infrastructure installed and managed for your firm.

01

Offer + Positioning

Your firm positioned as the clear choice for qualified business clients in your niche.

You stand out immediately
02

Campaign Strategy

A specific acquisition strategy built around your ideal client profile, your niche, and what makes your firm the obvious choice.

Right message, right place
03

Meta Ads (Facebook & Instagram)

We exclusively run Meta Ads. We write the copy, build the creatives, set the targeting, and manage your campaigns daily. You never log into Ads Manager.

Meta Ads only
04

Landing Page + Assets

Built to qualify prospects before they can book. Your time is protected from the first click.

Bad fits screened out
05

CRM + Automation

Your pipeline runs without you touching it. Leads are routed, tagged, and followed up automatically.

Zero manual admin
06

Qualification Filter

Your exact client criteria enforced before anyone reaches your calendar. Bad fits never get through.

Only qualified calls
07

Speed-to-Lead + Booking

Same-day response and reminder sequences mean appointments show up and do not ghost you.

High show rates
08

Optimization + Reporting

Weekly KPI reporting and continuous iteration. You see exactly what is working every week.

Full transparency
What you get
Two Phases. One Outcome.

A predictable advisory pipeline running for your firm — without you managing it.

Phase 1 · The Build

Your firm is positioned to win advisory clients

✓
Not just "we do accounting"We use messaging that speaks directly to the business owners you want.
✓
Your pipeline runs without you touching itCRM, automations, and routing built so leads move through the system automatically.
✓
Bad fits never reach your calendarIntake filter enforces your exact criteria before anyone can book.
✓
Traffic converts into qualified conversationsLanding page and campaign assets built specifically for advisory acquisition.
Phase 2 · The Engine

Results compound over time

✓
Appointments show up and don't ghost youSpeed-to-lead workflows and reminder sequences built in from day one.
✓
You see exactly what's happening every weekTransparent reporting. No black boxes and no guessing what your budget is doing.
✓
The system improves as it runsWeekly iteration on messaging, targeting, and filters based on real data from your pipeline.
✓
Predictable volume month to monthNot feast and famine. A consistent flow of qualified conversations your firm can rely on.
The timeline
The 30-Day Launch

The first 30 days build your system, launch your campaigns, and generate your first qualified meetings. Days 31–60 are your active guarantee window — where the pipeline runs, we optimize, and your 25 qualified appointments come in.

Days 1 to 7
Days 8 to 14
Days 15 to 22
Days 23 to 30
Phase 01

Foundation

✓Target client and offer locked
✓Qualification rules defined
✓Landing page and intake live
✓CRM and automations built
✓Tracking installed
Phase 02

Launch

✓Paid campaigns launched
✓Lead scoring tuned
✓Booking flows tested
✓Initial data captured
✓First qualified inquiries in
Phase 03

Optimize

✓Copy and targeting iterated
✓Bad-fit filters tightened
✓Show rates improved
✓Scale winners, cut losers
✓Guarantee window active
Phase 04

Scale

✓Winning channels expanded
✓Best niches scaled
✓Nurture sequences active
✓Predictable weekly volume
✓Full visibility always
Our promise
Our 60-Day Guarantee

Outcome-based, measurable, and designed to remove your risk.

Qualified Appointments Guarantee

If we don't deliver 25 qualified business appointments within 60 days, we keep working at no extra charge until we do.

This only works if you have room for new clients, clear rules on who you want to work with, and reasonable responsiveness to qualified inquiries.

We are also always open to working out a guarantee that makes more sense for your specific situation. If you have something in mind, bring it to the call.

Before the call
Common Questions
Before You Book

Straight answers to what most firm owners are thinking before they reach out.

The leads we got from Meta before were low quality — what makes this different?
Low quality Meta leads come down to two things: the creative and the qualification layer. If your ad speaks to the wrong person, the wrong people respond. We test multiple creatives written specifically for your ideal accounting or advisory client. Then every lead goes through an intake filter built around your exact criteria — wrong industry, wrong revenue, wrong fit, they cannot book. Most agencies running Facebook ads for accounting firms skip both steps entirely. That is why the leads felt low quality and unqualified. Meta was not the problem.
My ideal clients are business owners — they're not on Facebook.
Meta has over 3 billion monthly active users across Facebook and Instagram — including small businesses, mid-size firms, and enterprise-level companies. There are over 200 million business pages on Facebook alone. The 25 to 54 demographic, which covers the vast majority of business owners, managing partners, and executive decision-makers, is the largest age group on the platform. We have generated qualified B2B leads for accounting firms, CPA practices, and advisory firms using Meta Ads consistently. Your future clients are on Facebook and Instagram right now — whether they run a 5-person firm or a 500-person operation.
I'm not confident Meta Ads will work for us.
Google captures demand that already exists — someone has to search "accounting firm" or "CPA near me" for your ad to appear. Meta creates demand. It puts your firm in front of the right business owner before they even start looking, interrupts the scroll, and gets them to raise their hand. Meta also gives you something Google cannot: qualifying questions built directly into the ad. Before anyone reaches your calendar, they answer your intake criteria. Wrong fit — they do not get through. Our clients running Meta Ads for their accounting and advisory firms consistently see 3 to 5 qualified meetings per week. The qualification and the consistency is what makes it work.
What does it cost?
We don't publish a flat rate because every firm is different. The scope of work, your niche, and your goals all factor into the price. What we can tell you is we are not a $4,000 to $10,000 per month agency. Book a 15-minute call and we will give you a straight number once we understand what you actually need.
Is there a long-term contract?
No long-term contracts. We work month to month. If you ever want to cancel, just give us 7 to 14 days heads up and we will wrap things up cleanly. No penalties, no awkward conversations. We earn your business every single month by delivering results.
How fast will we see inquiries?
Most firms start seeing inquiries and meetings coming in within the first 3 days of going live. The goal is a consistent, predictable pipeline within 60 days. That is what the guarantee is built around.
How does ad spend work?
Ad spend goes directly to the platform. You control the budget and it never passes through us. We build, manage, and optimize the campaigns. We recommend starting at $50 to $100 per day and scaling from there as closed clients start covering the cost.
What type of marketing does AccountingLeads.io do?
We work exclusively with paid ads. At this time, we specifically only run Meta Ads, which means Facebook and Instagram ads. We do not run Google ads, LinkedIn ads, or any other platform. Our entire system is built around what Meta does best — interrupting the right business owner mid-scroll, getting them to raise their hand, and then filtering them through a qualification process before they ever reach your calendar.
In 15 minutes, you'll know
if this is a fit.

We will confirm your criteria and capacity, map what the first 60 days looks like for your firm, and outline next steps if it is a fit. If it is not, we will tell you straight. You leave with clarity either way.

01Confirm your fit criteria
02Launch the campaign
03Start taking on new clients
No pitch decks. No pressure. Accounting firms only.
To guarantee results, we limit how many new firms we onboard each month.
Text us directly
+1 833-846-2120
To guarantee results, we limit how many new firms we onboard each month. Spots are limited.
60-Day Qualified Appointments Guarantee

Your Firm's Next $100k
in Advisory Revenue.
Sourced, Filtered,
and Booked For You.

We put pre-qualified business owners on your calendar so you only speak to prospects that already meet your criteria.

Built for solo and small CPA, accounting, and bookkeeping firms across Canada and the United States that want to sign more business clients without relying entirely on word of mouth.

Who this is for: CPA, accounting, and bookkeeping firms in Canada and the US that want a predictable flow of pre-qualified business clients — without cold outreach, referral dependence, or managing ads yourself.

Guaranteed: 25+ qualified appointments in 60 days — or we keep working free until we do. See the guarantee →
25+
Qualified appointments in 60 days (guaranteed)
B2B Only
Business-client accounting firms only
Done For You
Full system build + management
Automated Follow-Up
Built in from day one
If we don't deliver within 60 days, we keep working at no extra charge until we do. See the guarantee →
Corporate Tax
Bookkeeping
CFO Advisory
CPA Firms
Payroll Services
Fractional CFO
Tax Planning
Small Business Accounting
Corporate Tax
Bookkeeping
CFO Advisory
CPA Firms
Payroll Services
Fractional CFO
Tax Planning
Small Business Accounting
The problem
The End of Referral Dependency

Referrals are great — until they are your only growth channel. We help accounting and advisory firms install a predictable client acquisition system that attracts better-fit businesses and filters out time-wasters before they ever reach your calendar.

✓Best fit if...
✓You serve business clients (B2B) and want higher-quality retained work.
✓You have onboarding capacity in the next 30 to 60 days.
✓You are willing to define clear qualification rules on who you want — and who you do not.
✓You can respond to qualified inquiries promptly.
✕Not for...
✕Firms already at full capacity with no onboarding bandwidth.
✕High-volume, low-fee models like 1040-heavy tax shops.
✕Anyone wanting random leads without qualification or follow-up built in.
✕Firms unwilling to protect their time with clear fit criteria.
Why us
The Honest Comparison

How the Advisory Pipeline Engine stacks up against what most firms are using right now.

AccountingLeads.ioTypical AgencyDIY / Referrals
Built specifically for accounting firms✓ Yes✕ Generalist—
Qualification filters (bad fits blocked)✓ AlwaysRarely✕ None
Meta Ads written + fully managed✓ Full serviceSometimes✕ None
CRM + automated follow-up✓ Built inSometimes✕ None
Results guarantee✓ 25 appts / 60 days✕ Almost never—
Month-to-month, no long-term contracts✓ Always✕ Usually 6–12 mo—
Speed-to-lead (same-day response)✓ Built inRarely✕ Manual only
Ad spend stays with you (transparent)✓ AlwaysVaries✓ Yes
Real results
Real Firms. Real Results.

Accounting and advisory firms across Canada and the United States getting consistent, pre-qualified leads — not random clicks.

✓  155 leads · 6 clients · 30 days

"155 leads in the first 30 days and we were able to convert six of them into paying clients. I kept waiting for the catch. There wasn't one. First leads came within 2 days of going live. That alone told me this was different."

Principal, Toronto, ON
✓  3 clients closed · Month 1

"Three new bookkeeping clients in the first month. The qualifying questions filter out people before they get anywhere near my calendar. That alone changed how I was spending my time."

Principal, Detroit, MI
✓  Pipeline year-round

"After tax season I used to just wait it out. Not anymore. The follow-up speed was what got me. We were losing leads just because no one got back to them in time. That doesn't happen now."

Firm Owner, Miami, FL
✓  ROI from month one

"I've worked with agencies that go quiet the second you pay. This is the opposite. I texted at 2am about a lead issue and had a response before I woke up. She's in it with you. Not a set it and forget it situation. You can tell she actually wants it to work."

Managing Partner, Vancouver, BC

Results vary by niche, capacity, and response time. These are real client outcomes.

The math
Why this model is pure math

We don't rely on hype. We rely on the most conservative numbers possible. Here is exactly how 25 qualified meetings turns into real recurring revenue — even at minimum pricing.

You serve B2B clients and charge anywhere from $400 to $1,100/month per engagement. We run the floor case: $400/month ($4,800/year per client).
We deliver our guaranteed baseline of 25 qualified meetings with business decision-makers within 60 days.
At a conservative 8% win rate — closing just 2 out of 25 calls — you add $800/month in new MRR at the floor. At $833/month (mid-range), those same 2 closes equal $20,000 ARR in your first 60 days.

Pricing shown is illustrative. Our clients charge between $400 and $1,100/month per engagement. Results vary. Math assumes 2 closes from 25 meetings at an 8% win rate.

60-Day Pipeline Snapshot
2 Closes × $833/mo (mid-range pricing)
= $20,000 ARR
at average pricing — in your first 60 days
Base case (2 × $400/mo)$800 MRR / $9,600 ARR
Mid case (2 × $833/mo)$1,666 MRR / $20,000 ARR
QualificationPre-Qualified Before Booking
Your Only JobTake calls & close
How it works
How the Advisory
Pipeline Engine Works

We exclusively run Meta Ads (Facebook & Instagram) to target business owners and filter them through a strict qualification process before they can book. We handle all follow-up and reminders so you only show up to speak with pre-vetted prospects.

01

Attract

We run Meta Ads (Facebook & Instagram) to put your firm in front of the right business owners in your service area. Every campaign is written and managed specifically for your niche. You never touch Ads Manager.

02

Qualify

Every prospect goes through your intake filter. Bad fits are screened out before they can book a minute of your time. You only see people who already meet your criteria.

03

Book

Same-day response and automated follow-up turns qualified interest into confirmed appointments that show up — reminders and all.

Acquisition System
The Advisory Pipeline Engine.
Done For You.

Eight components working together as one system. Not lead lists. Not guesswork. A complete acquisition infrastructure installed and managed for your firm.

01

Offer + Positioning

Your firm positioned as the clear choice for qualified business clients in your niche.

You stand out immediately
02

Campaign Strategy

A specific acquisition strategy built around your ideal client profile, your niche, and what makes your firm the obvious choice.

Right message, right place
03

Meta Ads (Facebook & Instagram)

We exclusively run Meta Ads. We write the copy, build the creatives, set the targeting, and manage your campaigns daily. You never log into Ads Manager.

Meta Ads only
04

Landing Page + Assets

Built to qualify prospects before they can book. Your time is protected from the first click.

Bad fits screened out
05

CRM + Automation

Your pipeline runs without you touching it. Leads are routed, tagged, and followed up automatically.

Zero manual admin
06

Qualification Filter

Your exact client criteria enforced before anyone reaches your calendar. Bad fits never get through.

Only qualified calls
07

Speed-to-Lead + Booking

Same-day response and reminder sequences mean appointments show up and do not ghost you.

High show rates
08

Optimization + Reporting

Weekly KPI reporting and continuous iteration. You see exactly what is working every week.

Full transparency
What you get
Two Phases. One Outcome.

A predictable advisory pipeline running for your firm — without you managing it.

Phase 1 · The Build

Your firm is positioned to win advisory clients

✓
Not just "we do accounting"We use messaging that speaks directly to the business owners you want.
✓
Your pipeline runs without you touching itCRM, automations, and routing built so leads move through the system automatically.
✓
Bad fits never reach your calendarIntake filter enforces your exact criteria before anyone can book.
✓
Traffic converts into qualified conversationsLanding page and campaign assets built specifically for advisory acquisition.
Phase 2 · The Engine

Results compound over time

✓
Appointments show up and don't ghost youSpeed-to-lead workflows and reminder sequences built in from day one.
✓
You see exactly what's happening every weekTransparent reporting. No black boxes and no guessing what your budget is doing.
✓
The system improves as it runsWeekly iteration on messaging, targeting, and filters based on real data from your pipeline.
✓
Predictable volume month to monthNot feast and famine. A consistent flow of qualified conversations your firm can rely on.
The timeline
The 30-Day Launch

The first 30 days build your system, launch your campaigns, and generate your first qualified meetings. Days 31–60 are your active guarantee window — where the pipeline runs, we optimize, and your 25 qualified appointments come in.

Days 1 to 7
Days 8 to 14
Days 15 to 22
Days 23 to 30
Phase 01

Foundation

✓Target client and offer locked
✓Qualification rules defined
✓Landing page and intake live
✓CRM and automations built
✓Tracking installed
Phase 02

Launch

✓Paid campaigns launched
✓Lead scoring tuned
✓Booking flows tested
✓Initial data captured
✓First qualified inquiries in
Phase 03

Optimize

✓Copy and targeting iterated
✓Bad-fit filters tightened
✓Show rates improved
✓Scale winners, cut losers
✓Guarantee window active
Phase 04

Scale

✓Winning channels expanded
✓Best niches scaled
✓Nurture sequences active
✓Predictable weekly volume
✓Full visibility always
Our promise
Our 60-Day Guarantee

Outcome-based, measurable, and designed to remove your risk.

Qualified Appointments Guarantee

If we don't deliver 25 qualified business appointments within 60 days, we keep working at no extra charge until we do.

This only works if you have room for new clients, clear rules on who you want to work with, and reasonable responsiveness to qualified inquiries.

We are also always open to working out a guarantee that makes more sense for your specific situation. If you have something in mind, bring it to the call.

Before the call
Common Questions
Before You Book

Straight answers to what most firm owners are thinking before they reach out.

The leads we got from Meta before were low quality — what makes this different?
Low quality Meta leads come down to two things: the creative and the qualification layer. If your ad speaks to the wrong person, the wrong people respond. We test multiple creatives written specifically for your ideal accounting or advisory client. Then every lead goes through an intake filter built around your exact criteria — wrong industry, wrong revenue, wrong fit, they cannot book. Most agencies running Facebook ads for accounting firms skip both steps entirely. That is why the leads felt low quality and unqualified. Meta was not the problem.
My ideal clients are business owners — they're not on Facebook.
Meta has over 3 billion monthly active users across Facebook and Instagram — including small businesses, mid-size firms, and enterprise-level companies. There are over 200 million business pages on Facebook alone. The 25 to 54 demographic, which covers the vast majority of business owners, managing partners, and executive decision-makers, is the largest age group on the platform. We have generated qualified B2B leads for accounting firms, CPA practices, and advisory firms using Meta Ads consistently. Your future clients are on Facebook and Instagram right now — whether they run a 5-person firm or a 500-person operation.
I'm not confident Meta Ads will work for us.
Google captures demand that already exists — someone has to search "accounting firm" or "CPA near me" for your ad to appear. Meta creates demand. It puts your firm in front of the right business owner before they even start looking, interrupts the scroll, and gets them to raise their hand. Meta also gives you something Google cannot: qualifying questions built directly into the ad. Before anyone reaches your calendar, they answer your intake criteria. Wrong fit — they do not get through. Our clients running Meta Ads for their accounting and advisory firms consistently see 3 to 5 qualified meetings per week. The qualification and the consistency is what makes it work.
What does it cost?
We don't publish a flat rate because every firm is different. The scope of work, your niche, and your goals all factor into the price. What we can tell you is we are not a $4,000 to $10,000 per month agency. Book a 15-minute call and we will give you a straight number once we understand what you actually need.
Is there a long-term contract?
No long-term contracts. We work month to month. If you ever want to cancel, just give us 7 to 14 days heads up and we will wrap things up cleanly. No penalties, no awkward conversations. We earn your business every single month by delivering results.
How fast will we see inquiries?
Most firms start seeing inquiries and meetings coming in within the first 3 days of going live. The goal is a consistent, predictable pipeline within 60 days. That is what the guarantee is built around.
How does ad spend work?
Ad spend goes directly to the platform. You control the budget and it never passes through us. We build, manage, and optimize the campaigns. We recommend starting at $50 to $100 per day and scaling from there as closed clients start covering the cost.
What type of marketing does AccountingLeads.io do?
We work exclusively with paid ads. At this time, we specifically only run Meta Ads, which means Facebook and Instagram ads. We do not run Google ads, LinkedIn ads, or any other platform. Our entire system is built around what Meta does best — interrupting the right business owner mid-scroll, getting them to raise their hand, and then filtering them through a qualification process before they ever reach your calendar.
In 15 minutes, you'll know
if this is a fit.

We will confirm your criteria and capacity, map what the first 60 days looks like for your firm, and outline next steps if it is a fit. If it is not, we will tell you straight. You leave with clarity either way.

01Confirm your fit criteria
02Launch the campaign
03Start taking on new clients
No pitch decks. No pressure. Accounting firms only.
To guarantee results, we limit how many new firms we onboard each month.
Text us directly
+1 833-846-2120