Your firm,next year.

More clients. More accountants. Calmer weeks.

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First, your calendar fills.

Discovery calls for the work you actually want: CFO, advisory and planning engagements. Booked for you, every week.

0calls booked this week$0 in first-year fees

Then calls become clients.

Monthly revenue, sample firm

$62,000a month

+0% since January

JanFebMarAprMayJunJulAugSepOctNovDec

This is where most firms break.

More clients, same team. Weekends disappear and good people start looking.

Not yours. We find the accountants too.

CPAs and staff accountants, sourced and hired while the new work arrives.

41hours a week, average accountant

Year end.

The same firm, twelve months on.

Firm ClientsYear-end summary · sample firm

Discovery calls booked11 a week

Monthly revenue, January$62,000

Monthly revenue, December$114,000

Team6 → 10

Average week40 hrs

Added per year, at December's pace+$0

Monthly difference × 12. An illustration of the system, not a forecast.

Illustration: a sample firm's year with Firm Clients.

Grow your book and your team.

We fill your calendar with business owners who already want an accountant, then find the accountants to serve them. You saw the ad and the video. Everything else you'd want to check is answered below.

See if you qualify Results

Your pipeline, running every day Illustration

Ideal clients carry through Price-shoppers drop out before they reach your calendar

15.4× return on ad spend $178,000 cash collected from ads $108,000-a-year client from ads 9 clients signed in under six months 2 hires in under 30 days

Who's actually behind this?

Built for one kind of business: accounting firms.

Accounting is a careful, trust-based purchase. People compare, ask around and take their time before they hand over their books. Your ads, your video and your sales script are written for exactly that buyer, not adapted from a template made for dentists or roofers.

Fayez Katbi Founder and CEO, Firm Clients Toronto · Working with firms across the US and Canada

I've been burned by agencies. Why is this different?

Agencies stop at the click. That's where we start.

The click was never your problem. What happens after it is. We build every step between a stranger seeing your ad and a signed engagement letter.

Most agencies stop here

AdWritten and produced, talent included
ClickWhere a typical agency's job ends
Education videoSells your firm before anyone books
Qualifying formPoor fits screened out automatically
RemindersEmail and text, so they show up
Sales scriptBuilt on your real objections
SignedTracked: cost per call, show rate, close rate

Has it worked for firms like mine?

Solo practice signs a $108,000-a-year client from ads.

Mogul CPA · Matthew Lipman

If Matt can do it, so can you.

BeforeMatthew was billing $10,000 to $20,000 a month. New clients came from referrals and his social media posts, when he had time to post them, which was rarely.
What we builtAds, an education video, a qualifying form and a sales script, all written for people hiring an accountant. Within six months, nine clients had signed from ads alone. Tax, bookkeeping, payroll and fractional CFO work.
Then we hiredThe new work needed people. We found him a senior accountant with a CPA and a staff accountant, both hired in under 30 days.
NowMore than ten clients from ads, and still signing.

Mogul CPAFrom ads alone · first 9 clients

Ad spend$22,620

Clients signed9

Cost per signed client$2,513

Biggest single client$108,000 a year

First-year contract value$349,000

Hires, both in under 30 daysSenior CPA · staff accountant

Cash collected$178,000

Return on ad spend7.9× cash · 15.4× contracts

"The proof is in the return on ad spend. If you're hesitating, take the leap."
Matthew Lipman, Mogul CPA

Contract value is the first year as signed. It includes one recurring engagement still being finalized and one client who has since left after paying $42,000. Cash collected is money received.

An individual result from a firm that implemented the system as built. Results vary and are not typical.

How much of my time? Will I get price-shoppers? Do I need to be on camera?

Done for you. Pre-sold before they book.

1–2 hrs

a week from you, for calls and context. We build everything else.

30 days

until your system is live and booking calls.

0×

on camera. We provide professional talent for your ad and your video.

How much do I have to spend on ads? And how long until it works?

Start at $1,000 a month. Here's your first 90 days.

Ad spend is separate from our fee and goes to Meta for the ads themselves. Set a budget and watch the calls land on your calendar.

Monthly ad budget$1,500

A new client pays you, per month$1,000

To confirm before launch: real average cost per booked call. $150 is a stand-in.

Month 1We build

0 callsAds, video, form and script go live by day 30.

Month 2Calls start

10 calls bookedBusiness owners who already want an accountant.

Month 3First clients sign

3 new clientsPlus 10 more calls booked.

A booked callA signed client

Arithmetic on the numbers you set: $150 per booked call, and 1 in 4 booked calls signing the month after. An illustration, not a forecast.

What if it doesn't work?

Booked calls in 90 days, or your money back.

Day 0You start

Day 7Not the right fit? Full refund

Day 30System live

Day 90No qualified booked calls? Full refund

Conditions apply. We walk through each one on the strategy call, before you sign anything.

What happens when demand outgrows my team?

We find the accountants too.

This is where growth usually breaks a firm. The work arrives before the people do, and the hours land on the team you already have.

Most marketing stops at new clients. We also source and hire the CPAs and staff accountants to serve the clients you sign, so the book grows and the weeks stay sane. Mogul CPA hired a senior CPA and a staff accountant in under 30 days.

Balanced

Is my firm a fit?

We're selective. Here's exactly what we look for.

You vet clients before you take them on. So do we. Switch on everything that's true for your firm.

Every question answered. One left.

When do you want your calendar full? The strategy call is a working session on your numbers. You'll leave knowing what's holding your pipeline back, whether or not we work together.

Book a strategy call