Accounting · Bookkeeping · Tax · CFO Advisory

Referrals Alone Won’t Scale Your Firm.

Whether you’re just getting started or you’ve been in business for years — if referrals are your only source of clients, your growth is at the mercy of other people’s conversations. There’s a better way — and we’ll show you exactly what we do for free.

On the call you’ll see what we do for free — and whether we should build it for you.

Free to start Works even with zero network Built for accounting & tax firms

Close more

Run Great Consultations And Close More Deals

The scripts and structure for someone who wasn’t referred to you.

More clients

Start Getting Clients More Easily

A way to bring in clients that doesn’t wait on referrals.

Earn more

Price Like A Firm, Not A Freelancer

Upwards of $150 an hour — over $300 an hour in many cases — even for basic bookkeeping.

$150/hrto$300+/hr

We help Accounting Firms Bookkeeping Firms Tax Firms CFO Advisory Tax Advisory

The Hard Truth

Referrals Are Unpredictable.

If you don’t have a large network yet — or even if you do — a referral-only strategy leaves you completely dependent on timing, luck, and other people. It’s no way to build a firm you can rely on.

You Can’t Control The Timing

Clients come in waves — or not at all. There’s no lever to pull when you need more revenue this month.

No Network? No Clients.

If you’re new to the industry or starting fresh, referrals require relationships you simply haven’t built yet.

It Doesn’t Scale With You

Even as your business grows, referrals don’t keep pace. You hit a ceiling no amount of great work can break through alone.

A firm owner at her desk, one hand resting on a phone that only rings when someone mentions her.
A phone that only rings when someone happens to mention you.
5–10× More clients with a systemcompared to firms relying on referrals alone

The Good News

We’ll Teach You How To Start Getting Clients Consistently — 100% Free.

The firms filling their calendars aren’t better accountants than you. They just run a system that brings clients in on purpose — and we’ll show you exactly how it works, and how to get it running, completely free.

  • A step-by-step walkthrough on getting clients consistently
  • Access to our private community of firm owners doing the same
  • Guidance on setting up every tool you need at the lowest cost possible
  • Works whether you have a network or you’re starting from zero
  • Built specifically for accounting, bookkeeping, tax and advisory firms

What You Get — Completely Free

  • Step-by-step client acquisition walkthrough Free
  • Private firm owner community Free
  • Tool setup guidance Free
  • Lead generation strategy walkthrough Free
Attract
Capture
Nurture
Close

Our flagship, and the free program that teaches it

Clients At Your Pace, At Cost, On A System You Own.

This is the MAC System — our flagship — and the free training that teaches it. Whether you learn it free or have us build it, you leave with a way to get clients that doesn’t depend on referrals, an ad budget, or an agency.

Our managed paid-ads tiers work differently and are described on the services page.

Sales Appointments Without Ads

Booked consultations from people looking for a firm like yours.

A System You Own, Not Rent

Nothing stops when a contract ends. It’s yours, in perpetuity.

The Two Skills Nobody Taught You

How to run the consultation, and how to price like a firm.

Free Tools Firms Use Every Week.

Firm Services Pricing Calculator

Build accurate, client-ready quotes on the fly. Pre-loaded pricing for every core firm service, override any fee with your own number in one click, and instant one-time and monthly recurring totals. Save or print as PDF.

Try the Free Quote Generator No signup · 100% free

Revenue Goal Planner

Plug in where you are now and where you want to be. The planner shows the exact number of clients you need at entry, mid-tier, and premium price points — plus a month-by-month timeline for how fast you can realistically get there.

Open the Revenue Goal Planner No signup · 100% free

Want Us To Do The Heavy Lifting?

If you’d rather not build it yourself, there are four ways to work with us. Every one starts with a call.

Local-SEO-Heavy Website Design

A site engineered to be found by the local searches your future clients are already making.

Paid Ads — Basic

Local Services Ads, managed, for firms ready to fund them.

Paid Ads — Premium

A full marketing department for firms going after large deals and niche clients.

Your Next Client Shouldn’t Be A Happy Accident.

Book a call and we’ll show you exactly what we do for free — or start with the free training and community. Either way, you leave with a plan.