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 advisory firms across Canada and the United States that want to sign more business clients without relying entirely on word of mouth.
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.
Accounting and advisory firms across Canada and the United States getting consistent, pre-qualified leads — not random clicks.
"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."
"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."
"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."
"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."
Results vary by niche, capacity, and response time. These are real client outcomes.
We don't rely on hype. We rely on conservative baselines. Here is exactly how 25 qualified meetings turns into $100k+ in firm revenue.
*Most firm owners close significantly higher than 8% when speaking to pre-filtered prospects. We run the numbers low to prove the absolute floor.
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.
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.
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.
Same-day response and automated follow-up turns qualified interest into confirmed appointments that show up — reminders and all.
Nine components working together as one system. Not lead lists. Not guesswork. A complete acquisition infrastructure installed and managed for your firm.
Your firm positioned as the clear choice for advisory-ready business clients in your niche.
A specific acquisition strategy built around where your ideal clients spend their time and how they make decisions.
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.
We advise on content direction and provide frameworks designed to attract advisory-ready business owners instead of just followers.
Built to qualify prospects before they can book. Your time is protected from the first click.
Your pipeline runs without you touching it. Leads are routed, tagged, and followed up automatically.
Your exact client criteria enforced before anyone reaches your calendar. Bad fits never get through.
Same-day response and reminder sequences mean appointments show up and do not ghost you.
Weekly KPI reporting and continuous iteration. You see exactly what is working every week.
A predictable advisory pipeline running for your firm — without you managing it.
A predictable sequence to build, launch, and scale your firm's new acquisition channel — in 60 days.
Outcome-based, measurable, and designed to remove your risk.
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 the ability to reply to new inquiries the same day.
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.
Straight answers to what most firm owners are thinking before they reach out.
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.