Every proposal starts from scratch
Scope, price, and deliverables change from one prospect to the next. The sales call turns into a tax lecture because there's no simple offer to walk through.
For CPAs, EAs & Tax Firms
Stop giving away the tax advisory strategies your competitors are |
We turn the planning work your firm already delivers into a defined advisory offer, then fill your calendar with screened business owners who are ready to pay for it.
A closer look at how it works
The Advisory Scaling Blueprint
“See how we define the offer, run the campaign, screen business owners, and help move qualified appointments into paid advisory work.”
0+ years
Working with tax firms
0+
Tax professionals served
$0M+
Client-reported advisory revenue
0
People on the specialist team
The advisory scaling gap
Tax expertise alone won’t fill your advisory calendar.
“If every prospect needs a long explanation, they can’t see what they’re buying or why it costs five figures.”
New work arrives when it arrives
Most opportunities show up during tax season or through whoever happens to send a referral. That makes next month's advisory pipeline hard to predict.
Good prospects go cold after the call
A prospect books, takes the call, then waits on a one-off proposal. Without a set consultation process and follow-up schedule, good opportunities quietly disappear.
What changes
You get paid for the planning and decisions clients already ask you to make.
We build the offer, campaign, screening, and follow-up process around your firm’s expertise.
The advisory scaling system
Here’s what we build for your firm.
We work with CPAs, EAs, and tax firms that want more advisory clients. We define the offer, build the campaign and booking flow, and help your team handle the sales conversation and follow-up.
01 · Define the offer
Make the offer easy to buy
Choose the client, problem, scope, price, and message. Then turn your tax planning into an offer a business owner can understand without sitting through a tax lecture.
02 · Build and run the campaign
Screen owners before they book
We build and manage the ads, ask interested owners the questions your firm cares about, and route qualified prospects to your calendar.
03 · Tighten sales and follow-up
Keep good opportunities moving
Use a clear consultation process, track every opportunity, and follow up after the call. Depending on the engagement, we can also support sales or staff a sales representative.
Qualified appointments
Talk to owners who are ready to discuss tax planning.
Your qualification questions are set before the campaign launches. The people who reach your calendar should meet four basic standards:
- They own an established business and want proactive tax planning
- They have a current tax problem or decision worth addressing
- They can approve and pay for an advisory engagement
- They answer the qualification questions before they can book
Client results
Hear it straight from the firms.
They’ll tell you what showed up on the calendar, what changed in the sales process, and what happened after. Some had tried other marketing companies first. They’re pretty blunt about the difference.
Kevin
Tax advisory & CFO services
The quality of prospects is significantly better.
Jason
Tax & accounting firm owner
Qualified business owners showing up ready for a serious conversation.
Dale
Tax firm owner
They understand our industry and the clients we want to attract.
Mike
Advisory firm owner
It was easy to understand and implement. A turnkey service.
Peter
Multi-practitioner tax firm owner
You made the process streamlined, easy, and predictably scalable.
From the practitioners
What changes once the offer is defined.
We finally charge for the planning decisions that actually affect the client's future.
Elena Parker, EA
Compliance-to-advisory transition
We were doing highly technical work, but you couldn't tell from our marketing. Honestly, we sounded like every other CPA firm.
David Chen, CPA
High-net-worth tax specialist
Prospects treat us like part of the advisory team now. We're not just the firm they call once a year.
Rachel Morgan, CPA, CFP®
Fractional tax-planning partner
Now we spend our time talking to owners who want the strategy and are ready to do something with it.
Andre Wallace, CPA
Business-owner tax reduction expert
Referrals still come in, but we're not sitting around hoping one shows up.
Nicole Bennett, CPA
Real-estate investor tax specialist
Physicians are busy. We built a consultation that gets to the point and still shows them the value of the strategy.
Dr. Priya Shah, CPA
Medical-practice tax advisor
The conversations are just better now. We're talking to established sellers who already understand that waiting has a cost.
Tyler Brooks, CPA
E-commerce tax specialist
Our positioning finally connects the tax work to the problems contractors deal with every day.
Lisa Hammond, CPA
Construction-industry tax specialist
We finally charge for the planning decisions that actually affect the client's future.
Elena Parker, EA
Compliance-to-advisory transition
We were doing highly technical work, but you couldn't tell from our marketing. Honestly, we sounded like every other CPA firm.
David Chen, CPA
High-net-worth tax specialist
Prospects treat us like part of the advisory team now. We're not just the firm they call once a year.
Rachel Morgan, CPA, CFP®
Fractional tax-planning partner
Now we spend our time talking to owners who want the strategy and are ready to do something with it.
Andre Wallace, CPA
Business-owner tax reduction expert
Referrals still come in, but we're not sitting around hoping one shows up.
Nicole Bennett, CPA
Real-estate investor tax specialist
Physicians are busy. We built a consultation that gets to the point and still shows them the value of the strategy.
Dr. Priya Shah, CPA
Medical-practice tax advisor
The conversations are just better now. We're talking to established sellers who already understand that waiting has a cost.
Tyler Brooks, CPA
E-commerce tax specialist
Our positioning finally connects the tax work to the problems contractors deal with every day.
Lisa Hammond, CPA
Construction-industry tax specialist
Advisory only
Built for firms ready to take on advisory clients.
Your firm needs the technical skill to deliver proactive planning, room to take on new engagements, and a team that follows up when someone books. We turn away firms that only want cheap preparation leads.
Built for
Firms that can deliver the work
- CPAs and EAs who already know how to deliver proactive tax planning
- Owners adding advisory to an established tax practice
- Firms with room to onboard new advisory engagements
- Teams that can respond quickly when a prospect books
- Leaders willing to use the agreed consultation and tracking process
Not built for
Firms looking for cheap leads
- Firms selling preparation or compliance only
- Tax-resolution lead generation
- Bookkeepers looking for consumer tax leads
- Firms that buy leads but don't call or follow up
- Teams without the time or staff to deliver advisory work
The specialist team
The people doing the work behind your calendar.
Our team writes the offer, builds and manages the campaigns, checks who is booking, and helps tighten the sales process. You can stay focused on the client work.
0people supporting tax firms
Offer and pricingAd copy and creativeCampaign managementBooking filtersCall reviewFollow-upAccount support
Before you apply
A few things to know before you apply.
On the call, we’ll review what you sell now, who you want to reach, how your team handles consultations, and how many new clients you can serve. If there’s a fit, we’ll explain what we’d build and who owns each step.
Ready to build the advisory side of your firm?
Bring us your current offer, target client, and available capacity. We’ll tell you what we’d change and whether it makes sense to work together.
Book a strategy call