Unlock NEW Revenue for Your CPA Firm.
We help accounting firms increase revenue and client retention using AI-powered systems that re-engage cold leads, qualify prospects, and book more consultations — without adding to your workload.
They trust us
4,9
Reimagine Your Sales Engine with AI.
Who is this for?
Built for accounting firm owners looking to boost revenue, reduce burnout, and make their business more sellable through AI and automation.
AI Reactivation That Turns Cold Leads Into Customers
We use AI-powered outbound to re-engage old leads sitting in your database — warming them up and booking qualified calls without lifting a finger.
AI Reactivation That Turns Cold Leads Into Customers
We use AI-powered outbound to re-engage old leads sitting in your database — warming them up and booking qualified calls without lifting a finger.
AI Reactivation That Turns Cold Leads Into Customers
We use AI-powered outbound to re-engage old leads sitting in your database — warming them up and booking qualified calls without lifting a finger.
Automated Follow-Up That Doesn’t Drop the Ball
Missed calls and ghosted leads? Our system follows up via SMS, email, and voicemail drops until they book — no more slipping through the cracks.
Automated Follow-Up That Doesn’t Drop the Ball
Missed calls and ghosted leads? Our system follows up via SMS, email, and voicemail drops until they book — no more slipping through the cracks.
Automated Follow-Up That Doesn’t Drop the Ball
Missed calls and ghosted leads? Our system follows up via SMS, email, and voicemail drops until they book — no more slipping through the cracks.
Lead Qualification Without the Manual Work
Our AI bots handle the back-and-forth: identifying real clients, filtering tire-kickers, and qualifying prospects based on your criteria before they reach your calendar.
Lead Qualification Without the Manual Work
Our AI bots handle the back-and-forth: identifying real clients, filtering tire-kickers, and qualifying prospects based on your criteria before they reach your calendar.
Lead Qualification Without the Manual Work
Our AI bots handle the back-and-forth: identifying real clients, filtering tire-kickers, and qualifying prospects based on your criteria before they reach your calendar.
Dashboards That Show You Real Results
Track replies, booked appointments, and closed deals in one place — so you always know your pipeline ROI down to the dollar.
Dashboards That Show You Real Results
Track replies, booked appointments, and closed deals in one place — so you always know your pipeline ROI down to the dollar.
Dashboards That Show You Real Results
Track replies, booked appointments, and closed deals in one place — so you always know your pipeline ROI down to the dollar.
One Growth System
Revive your dead leads and close more clients with a done-for-you AI system. From reactivation to qualification to booked calls — we help accounting businesses grow revenue without hiring extra staff.
How It Works
How It Works
A simple, AI-powered system to revive dead leads, qualify prospects, and book clients on autopilot
A simple, AI-powered system to revive dead leads, qualify prospects, and book clients on autopilot
1
Reactivation & Targeting
We revive old leads with AI-powered SMS, email, and voicemail.
1
Reactivation & Targeting
We revive old leads with AI-powered SMS, email, and voicemail.
1
Reactivation & Targeting
We revive old leads with AI-powered SMS, email, and voicemail.
2
Qualification
We filter serious clients from tire-kickers in real time.
2
Qualification
We filter serious clients from tire-kickers in real time.
2
Qualification
We filter serious clients from tire-kickers in real time.
3
Auto-Booking
Hot leads get booked and cold leads get nurtured.
3
Auto-Booking
Hot leads get booked and cold leads get nurtured.
3
Auto-Booking
Hot leads get booked and cold leads get nurtured.
Your Questions, Answered
Your Questions, Answered
Everything you need to know about how we help accounting firms scale smarter using AI.
Everything you need to know about how we help accounting firms scale smarter using AI.
What exactly do you do?
Can this plug into my existing CRM?
How do you find leads?
Is this done-for-you or DIY?
What exactly do you do?
Can this plug into my existing CRM?
How do you find leads?
Is this done-for-you or DIY?
What exactly do you do?
Can this plug into my existing CRM?
How do you find leads?
Is this done-for-you or DIY?
What industries do you work with?
Do I need to hire extra staff to run this?
How fast can I get results?
What does it cost?
What industries do you work with?
Do I need to hire extra staff to run this?
How fast can I get results?
What does it cost?
What industries do you work with?
Do I need to hire extra staff to run this?
How fast can I get results?
What does it cost?
Ready to turn old leads into new jobs with AI?
Join accounting business owners using our AI system to re-engage cold leads, qualify clients, and book high-intent clients — without lifting a finger. Let’s build an automated, predictable client acquisition system for your business.