CPA/ Tax Services
(CPA firms, Tax Services, Fractional CFO)
We build paid, hyper-targeted ad campaigns that put your firm in front of individuals and business owners who need help now, tax filing, IRS notices, bookkeeping cleanup, fractional CFO support, and turn those clicks into consultations on your calendar.
We deliver 15 exclusive consultations in your first month, or we work for free until we do.
We are only taking on 5 new clients with this offer, to make sure every campaign gets the full attention it needs. Book your strategy call or reach out now.
More Exclusive Leads. More Clients Booked.
A Team You can Trust
With 20+ years of combined performance marketing experience, our team has managed $700M+ in ad spend and generated $2B+ in client revenue across home services, healthcare, retail, travel and more.
From Strategy Call to Booked Consultations
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We learn your ideal client (individual filer, small business, growth-stage company needing CFO-level support), current intake volume, service mix, and what's working — or what’s not — today.
By working with us, you claim your exclusive territory
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We launch Meta and Google campaigns built around real search and browse intent for financial services, from year-end tax prep, IRS notice response, bookkeeping and payroll cleanup, business formation, to fractional CFO/advisory needs. We go beyond generic "financial services" targeting that ignores what actually drives someone to book.
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Leads come to you in real time with contact info and intake details. Your team runs the consultation, we do everything else.
Leads start coming in within the first 48–72 hours.
What You Get
🎯 Trade-Specific Targeting : Campaigns built around your actual service mix and seasonal demand (tax season, year-end close, ongoing advisory) — not a generic "accounting" audience.
⚡ Fast Follow-Up Advantage: We structure lead delivery so your team can call first and close fast. Speed-to-contact is one of the biggest levers in booking rate, especially for time-sensitive tax and IRS matters.
📊 Booking-Rate Focused Reporting: We report on what actually matters: lead volume and how many of those leads turn into booked consultations — not reach, not impressions.
🛠️ Full Campaign Management: Ad creative, copywriting, targeting, and ongoing optimization — handled. You’ll have access to a performance dashboard
⚡ Fast-Track Launch: Live in 48-72 hours, with leads flowing in. Most agencies take weeks — we don't believe your pipeline should wait that long.
🔄 Off-Season Standby Plan: A pre-built plan for slower periods outside tax season, so your pipeline doesn't dry up between January and April.
If we don't hit 15 qualified, booked consultations within your first 30 days, we keep running and optimizing your campaign at no additional cost until we do. No cap. No catch.
Demand for tax and financial advisory services spikes hard around key deadlines, and we only onboard a limited number of firms each month to make sure every client gets full attention. A handful of spots remain this month.
Book a free strategy call. We'll look at your market, your current lead flow, and tell you whether we're a fit.
Our Approach
Get In Touch
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.