Grow Your Tax or Accounting Firm Without Hiring
We help you grow by generating leads for potential new clients and providing you with back-office support.
Take on more work, earn more, and stay the face of your firm.
What We Do
We help:
Tax Preparers
Bookkeepers
Accountants
Enrolled Agents
CPAs
More Clients + More Capacity = A Bigger Firm Without the Overwhelm
Grow fast without adding staff.
You stay the face.
We become your silent back office.
How It Works
1. We Send You Qualified Clients
We run the ads, funnels, and screening. You get tax-ready or bookkeeping-ready leads every month.
2. You Close Them Under Your Brand
They meet you, they trust you, and your name stays on the return or engagement.
3. We Help With the Work Behind the Scenes
Need help preparing returns? Monthly books? Catch-up? Cleanup? Our team drafts, you review, you sign.
4. You Grow Without Hiring or Costly Overhead
Handle more clients with less stress.
📈 Lead Generation Plans
$300 / month
Perfect for small firms or solo preparers starting to grow.
Includes:
5–8 qualified leads per month
Basic email + SMS follow-up
Standard intake routing
No long-term contract
$500 / month
Best for active bookkeepers, tax preparers, and small CPA firms.
Includes:
10–15 qualified leads per month
Automated scheduling
Lead scoring + priority routing
Monthly performance snapshot
Dedicated support
$800 / month
For firms ready to scale fast.
Includes:
20–30 qualified leads per month
Custom intake flows
Dedicated routing rules
Priority matching
Quarterly growth review
🧩 White-Label Fulfillment (Optional Add-Ons)
Use our team for back-office support whenever you need capacity. You stay the face — we handle the work behind the scenes.
Monthly Drafting: $350 per client
Cleanup / Catch-Up: $900 per year
A/P & A/R: $250 per month
Payroll Support: $100 per cycle
$500 / month
Best for active bookkeepers, tax preparers, and small CPA firms.
Includes:
10–15 qualified leads per month
Automated scheduling
Lead scoring + priority routing
Monthly performance snapshot
Dedicated support
$800 / month
For firms ready to scale fast.
Includes:
20–30 qualified leads per month
Custom intake flows
Dedicated routing rules
Priority matching
Quarterly growth review
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!