Transform Your Firm
20+ qualified leads monthly with AI-powered outbound automation for accounting, bookkeeping & finance firms
For the ambitious
Built for accounting, bookkeeping & finance firms ready to scale
The Challenge
Your firm is stuck in reactive mode.
- Waiting for referrals
- Chasing lukewarm leads
- Struggling with inconsistent pipelines
- Outbound prospecting feels manual and overwhelming
You know there's untapped growth potential, but you lack the systems to capture it.
The Vision
Picture a firm where 20+ qualified leads arrive every month on autopilot.
- AI handles outbound outreach
- AI follow-ups
- AI books appointment 24/7
You scale revenue without chaos while AI drives your growth engine.
"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 and automation workflows.
AI Deployment & Workflow Automation
Your outbound AI agent launches alongside custom automation workflows -- CRM syncing, lead scoring, email sequences, and follow-up triggers -- targeting qualified accounting, bookkeeping & finance firms at scale.
Lead Conversion & Nurturing
The AI SDR engages leads 24/7, qualifying prospects and scheduling appointments directly to your calendar. Automated drip campaigns and multi-touch sequences nurture cold leads into warm opportunities.
End-to-End Workflow Integration
We connect your entire tech stack -- CRM, calendar, invoicing, and reporting -- into a seamless automation pipeline so no lead falls through the cracks and every touchpoint is tracked.
Continuous Optimization
Our AI sales coach analyzes every call and workflow performance, providing feedback and insights to refine your approach, automate repetitive tasks, and increase conversion rates over time.
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.