FOR BOOKKEEPING AND ACCOUNTING FIRM OWNERS

Are You Ready to Finally Know Exactly What to Do Each Week to Bring In New Clients?

We've been quietly building something new to help bookkeeping and accounting firms take the guesswork out of getting new clients, and we're almost ready to unveil it.

Opening first to just 10 Founding Members.

No commitment. Just be among the first to know.

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Lock In Founder's Pricing Before It's Gone

Only 8 Spots Remaining at These Rates

Founder's Pricing Expires:

ESSENTIAL

Perfect for solo practitioners

$97/month

SETUP FEE WAIVED

$147/month + $497 setup

Website & Online Presence

  • Professional website that converts visitors into clients 24/7

  • Mobile-optimized design that works perfectly on any device

  • Lead capture forms that automatically add prospects to your follow-up system

  • Integrated calendar that lets clients book appointments instantly

  • Connect your own domain for maximum credibility

Client Communication Hub

  • Unified inbox that manages all client conversations in one place (email & social)

  • Two-way email messaging so you never miss a client question

  • Automated appointment confirmations and reminders (eliminate no-shows)

  • Instant notifications when new prospects contact you

Marketing Essentials

  • Social media scheduler that keeps you manage posts across all platforms

  • Email marketing with professional newsletter templates

  • Basic automations: Website inquiry confirmations, unsubscribe handling, appointment confirmations and reminders

Support & Resources

  • Email support when you

    need help

  • Access to twice-weekly office hours calls

  • Members-only community with fellow accounting professionals

*Additional fees apply for email usage. See Billing Policy for complete details.

PROFESSIONAL

Ideal for growing practices

$197/month

SETUP FEE WAIVED

$297/month + $997 setup

Everything in LAUNCH, plus:

Enhanced Client Communication

  • Complete communication hub (email, SMS, social, phone)

  • Two-way SMS messaging from your business number

  • Virtual business phone system

  • Call tracking with detailed analytics and optional recording

  • Missed call text-back automation (never lose a prospect again)

  • Website chat widget (not AI) for instant visitor connection

AI-Powered Marketing Suite

  • AI Market Research Tool -Creates detailed audience profiles and personas including demographics, pain points, and communication preferences

  • Brand Voice Creator -- Develops your unique professional voice that attracts ideal clients across all platforms

  • Content Marketing Planner - Plans your content strategy so you always know what to post

  • Content Generation -- Creates professional blogs, emails, and social content using your established voice

Advanced Marketing Tools

  • One pre-built lead magnet funnel that turns visitors into prospects

  • Review request automation via email and SMS (build your reputation effortlessly)

  • Advanced automations that qualify prospects with lead scoring

Practice Management Tools

  • Automated invoicing system that gets you paid faster

  • Engagement letter signing that closes deals faster

  • Monthly and Quarterly Financial Review Calendars - Dedicated booking systems for follow-ups with existing clients

Enhanced Support

  • Priority email support

  • Dedicated strategy sessions during office hours

  • Advanced implementation guidance

*Additional fees apply for email, sms, and phone usage. See Billing Policy for complete details.

PREMIUM AI

Best for established firms

$347/month

SETUP FEE WAIVED

$497/month + $1497 setup

Everything in ACCELERATE, plus:

Enhanced Website & Online Presence

  • Five-page professional website customized for your practice

  • Lead pre-qualification system that screens prospects before they can book appointments

  • Google Business Profile optimization that helps local clients find you first

AI-Enhanced Communication Hub

  • AI-powered website chat - that answers client questions instantly and helps leads schedule calls

  • AI receptionist - that answers when you can't - handles phone calls professionally and routes inquiries correctly (like having a receptionist who never sleeps)

  • Automated review replies - that maintain your reputation without manual effort

Premium Features

  • AI-powered website chat widget

  • Instant client Q&A

  • Automated appointment booking

  • Pre-qualification of leads

  • AI-powered phone assistant

  • Google Business Profile optimization

Advanced Calendar Systems

  • Tax Planning Session calendar - with confirmation and reminder workflows that maximize seasonal revenue opportunities

  • Audit Preparation Meeting calendar - with confirmation and reminder workflows for high-value audit services

  • Advisory Consultation calendar - with confirmation and reminder workflows that position you as a trusted financial partner

  • Budget Planning Session calendar - with confirmation and reminder workflows that strengthen client relationships and retention

  • Special Project Consultation calendar - with confirmation and reminder workflows for premium one-off services and specialized projects

VIP Support

  • Priority VIP support

  • Dedicated setup specialist for implementation assistance

  • Preferential feature request consideration

*Additional fees apply for AI, email, sms, and phone usage. See Billing Policy for complete details.