Stop Competing for the $800 Client. Get Positioned for the $15,000 One
Before you spend a dollar on ads, your firm needs the infrastructure that makes ads work. Most CPA firms skip this step — and waste thousands finding out the hard way.
We only partner with established CPA firms. No startups. No high-pressure pitch.
Built on enterprise-grade infrastructure trusted by:
What You Actually Get
Five integrated systems, built and installed for you — not software features, but business outcomes.
Meta Ads, Run For You
We bring you $15,000+ tax planning clients through Meta ads — and we make the creative, photo and video, so you never have to film anything or turn yourself into a content creator.
Custom Website
A premium, mobile-optimized website that positions you as a modern, sophisticated firm — not a template, but a trust-building asset.
Client Dashboard & Portal
The command center your firm deserves. Invoicing, engagement letters, document collection, and secure messaging — all in one branded portal.
AI Automations
Intelligent workflows that capture leads, qualify prospects, and nurture relationships while you sleep — no manual follow-up required.
Google Review Engine
Our automated review engine routes your happiest clients to Google. Expect 3-5 extra reviews a month, which steadily amplifies your visibility on Google and makes high-net-worth prospects choose you over competitors.
The Cost of Doing Nothing Is Higher Than You Think
It is not the admin. It is the planning work sitting unsold in a book you already have, and the high earners quietly hiring somebody else to do it.
Every return you file for a client paying 6 figures in tax, without ever raising planning, is an engagement worth $15,000 at the very least — and someone else eventually sells it to them.
Your best clients do not know you do advisory. They are not withholding the work — they genuinely think you are the person who files the return.
Compliance fees compress every year. Planning fees do not, because the client is comparing them to the tax they would have paid, not to the firm down the road.
The firms taking those clients are not better accountants than you. They just got in front of them first, and high earners do not switch advisors twice.
Why this has to be now
Most planning moves have to be executed inside the tax year. Sell an engagement in November and your client sees the saving on the return you file in April. Sell the same engagement in February and the year is already written — you are charging for advice against numbers nobody can change any more.
Which is the whole reason to score your book now rather than after filing season. Every week you wait is a week of planning that cannot reach next April.
You only need 2 advisory clients a month.
Two engagements at $15,000 — the bottom of the range, not the middle — is $30,000 a month against about $9,997 a month, plus a one-time setup fee for the build. Price two at the top of the range instead and it is $110,000. Everything below is the worst case, and the worst case already pays.
2
Advisory clients a month
The floor, not the target.
$30,000
What those two are worth
At $15,000 each — the floor. The ceiling is $55,000.
3x
What it costs you, covered
$9,997 a month, ad spend included, plus a one-time setup fee.
ROI Reality Check
A tax planning engagement starts at $15,000 and firms are charging up to $55,000 for the same work. $15,000 is the worst you should expect to make from one, not the target. And the client who pays it does not shop you next January — you just saved them more than most of your book pays you all year. Land 2 a month at the floor and this is not an expense, it is the cheapest line on your P&L.
I Have Watched This From Inside the Firm
Marcel Allen — CEO & Founder
I'm Marcel. My wife has been in CPA firms for 4 years — she is the COO of one now — and I have watched the daily in and out of running a firm for long enough to know where the pain actually comes from.
It is not the 70-hour weeks. It is what those 70 hours get spent on. 2,000 clients. $500 returns. Documents that arrive on April 12th. And most of those people quietly shopping for a cheaper accountant the following January, because nothing you did last year gave them a reason not to.
That is what commoditized looks like. World-class technical work priced like a utility, because from where the client sits your return and the one down the road are the same product.
Tax planning is the opposite of that. Walk into a business owner writing 6, 7, sometimes 8 figures in tax and show them what they do not have to pay, and you are not a vendor any more. You are the person who saved them more than they earn. Nobody shops that. Nobody haggles over it in January.
And you need far fewer of them. A book built on clients like that pays better than 2,000 returns ever will, and it does not set your season on fire — because most of those 2,000 were never making you money in the first place.
So I built the system that puts those people in front of you. That is all this is.