Transform Your Firm
20+ qualified leads monthly with AI-powered outbound automation for accounting & bookkeeping firms
For the ambitious
Built for accounting & bookkeeping firms ready to scale
The Challenge
Manual reconciliations consume valuable hours. Error-prone workflows delay financial close. Inefficient client onboarding reduces profitability. Your team is stretched thin managing processes that could be automated.
The Vision
Imagine a practice where qualified leads flow in consistently. Where AI handles outbound prospecting 24/7. Where your sales process is analyzed and optimized continuously. Where you focus on high-value advisory work while automation handles the rest.
"The best firms aren't built on harder work—they're built on smarter systems. Systems that work while you sleep, that scale without adding headcount, that turn your expertise into predictable growth."
What you get
A complete AI growth engine for your practice
AI Outbound Agent
Fully managed, done-for-you AI agent generating 20+ qualified leads per month on autopilot.
24/7 AI SDR
Convert leads into qualified sales appointments around the clock without manual intervention.
Sales Intelligence
AI-powered analysis and coaching reviews every call, providing actionable feedback to optimize your sales process.
How it works
Your journey from setup to systematic growth
Discovery & Setup
We analyze your ideal client profile, value proposition, and current sales process to configure your AI agents.
AI Deployment
Your outbound AI agent launches, targeting qualified accounting firms with personalized outreach at scale.
Lead Conversion
The AI SDR engages leads 24/7, qualifying prospects and scheduling appointments directly to your calendar.
Continuous Optimization
Our AI sales coach analyzes every call, providing feedback and insights to refine your approach and increase conversion.
Your Results, Guaranteed
We guarantee 2X ROI in 12 months or we'll keep working for free until you get the results you want.
Our commitment
We're so confident in our AI Growth Engine that we stand behind every implementation. If you don't see measurable results, we continue optimizing at no additional cost until you do.
Common questions
Everything you need to know
Most clients see qualified leads within the first 2-3 weeks of deployment. The AI agents need an initial calibration period to learn your ideal client profile and refine messaging, but once optimized, lead generation becomes consistent and predictable.