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Trusted by CPAs, Accountants & Bookkeepers Across North America

Trusted by CPAs, Accountants & Bookkeepers Across North America

Meet The Team

9

Arisa Mohiuddin

Fractional VP Marketing

Paid traffic, earned traffic, and landing page optimization.

 

I bring the leads.

10

William Grigat, CFA

Fractional VP Sales

Accounting sales, objection handling, and sales enablement.

 

I close the deals.

11

Alvie Kamal

Fractional VP Client Success

Onboarding, client check-ins, and referral ladder setup.

 

I help you retain the client.

Our Process

1. Laying the Groundwork
Custom Website and Landing Page Redesign: We design high-converting websites and landing pages to attract and engage potential clients.


Packaging and Pricing Workshop: Our workshop helps you package and price your services so prospects easily see their worth.
2. Bringing the Leads
Google Ads Setup: We create Google Ads campaigns specifically for accounting firms, ensuring you reach businesses looking for your services.
Google Ads Maintenance: We continuously optimize your ads to ensure you get at least a 3X return on your ad spend.
3. Closing $10K+ ARR Every Month
Sales Process Setup: We build a strong sales process to qualify, scope, and close deals effectively.
Expert Account Executive: We provide a skilled account executive who understands small businesses and excels at closing deals.
Streamlined Onboarding: Our streamlined onboarding process ensures a seamless start for new clients.
 

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Our Process of Getting You $10K ARR Each Month

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Laying the Ground Work

  • Custom website re-design to convert business owners into clients
  • Re-packaging your services to make you stand out in the market 
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Bringing Ready-To-Buy Clients

  • Tested Google Ads set-up that leads to a minimum 3X ROI
  • Weekly ad management to maximize returns from ads

Closing Deals Consistently

  • Proven sales cycle for accountants (discovery, scoping, proposal review) 
  •  Trained sales development rep closing $10K ARR each month
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Smooth Onboarding

  • Building trust throughout the sales cycle 
  • Automating your onboarding process for a smooth client transition 

Our results in numbers

228,000
$

Ads Under Management

4.5-5
x

Avg Return

112
$

Cost Per Lead

100
%

Satisfaction Guaranteed

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“One is simply the best consulting firm out there. Highly recommend them”
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Karen Cutts

VP of Marketing

Discover why our consulting firm is the right choice for you

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Contact us today to get a free consultation

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Discover why our consulting firm is the right choice for you

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