Start Building Real Authority and Getting Qualified Leads
We build your visibility, generate qualified leads, and position you for advisory work through strategic marketing and business development not just social media posting.
Tax and accounting firms looking to move into advisory and higher-tier services need more than regular social media posts. They need a strategic authority-building plan that positions them as experts, generates qualified leads, and builds relationships with ideal clients.
Whether you want consistent brand visibility or a full lead-generation system, we have options tailored to your growth goals.
TRACK 1:
SOCIAL MEDIA VISIBILITY
Be Seen Consistently
Best For:
Tax and accounting firms that want to maintain professional presence on social media and stay top-of-mind with existing contacts.
Social media visibility takes time. This builds brand awareness, not immediate leads. Think of this as the foundation for authority.
What to Expect:
✓ Your firm stays visible and professional
✓ Consistent content across platforms
✓ Time back in your schedule
✗ NOT a lead generation system
✗ NOT positioning you as an authority
✗ Results take 6-12 months to show impact
The Visibility Plan
Best For: Firms just starting or maintaining presence with limited budget
Plan Includes:
15 Canva Graphics per month
Copywriting/Caption for each post with one revision
Onboarding Strategy Call
KPI Analytics
Scheduled & Published for you
3 platforms LinkedIn, Facebook, & Instagram.
$600/Month
The Growth Plan
Best For: Established firms wanting consistent visibility + email connection with contacts
Plan Includes:
1 Monthly Email Newsletter
5 Reels (videos)
10 Canva Graphics per month
Copywriting/Caption for each post with one revision
Onboarding Strategy Call
Scheduled & Published for you
3 platforms LinkedIn, Facebook, & Instagram
KPI Analytics
$800/Month
The Full-Service Team
Best For: Firms wanting comprehensive social presence without managing it internally
Plan Includes:
1 Monthly Blog Post
3 Audiograms (podcasters)
1 Monthly Email Newsletter
5 Reels (videos)
10 Canva Graphics per month
Copywriting/Caption for each post with one revision
Onboarding Strategy Call
Scheduled & Published for you
3 platforms LinkedIn, Facebook, & Instagram
KPI Analytics
$1,250/Month
TRACK 1:
MARKETING + BUSINESS DEVELOPMENT
Build Authority & Generate Qualified Leads
Best For:
Tax and accounting firms serious about growth, ready to position themselves as experts, and committed to moving clients toward advisory and higher-tier services.
This Requires Partnership:
These aren't "done to you" services. They're "done with you" services. We manage execution, but success requires your input on messaging, availability for strategy, and responsiveness to opportunities.
What Success Looks Like:
✓ Your firm is known as an expert in your niche
✓ Qualified prospects reaching out
✓ Positioned for advisory and higher-tier services
✓ Consistent lead flow
✓ Speaking opportunities showing up
✓ Partnership collaborations happening
✓ Your authority is working for you
What Makes This Work:
1-2 hours per month for strategy calls
Clear messaging about your expertise and ideal clients
Responsiveness to opportunities (speaking invites, podcast appearances, collaborations)
Willingness to show up authentically in your niche
Openness to trying new things (if a strategy isn't working, we adjust)
The Growth Accelerator
Best For: Growing firms ready to build visibility + start generating qualified leads.
Plan Includes:
Social Media Strategy:
1 monthly newsletter
11 Canva graphics/reels
LinkedIn profile optimization
Video editing
Marketing framework
Copywriting/caption with one revision
Onboarding call
Scheduled & published (LinkedIn, Facebook, Instagram)
Business Development:
LinkedIn outreach (20 connections/week with qualified targets in your niche)
Podcast pitching (2-3 per month in your target niche)
Collaboration outreach
Monthly BD strategy call
Tracking & reporting
Lead Nurture System:
Email lead nurture sequence strategy
Drip campaign setup and management
New prospect funnels
$1,500/Month
The Authority Builder
Best For: Firms ready to position themselves as recognized experts and actively generate pipeline.
All Growth Accelerator includes +
Social Media Strategy:
All Growth Accelerator social media
Marketing strategy & KPI analytics
YouTube strategy & management
Website maintenance
LinkedIn management
1 blog post per month
Monthly specialist calls
Business Development:
LinkedIn outreach (50 connections/week + full analytics)
Podcast pitching (4-5 per month)
Speaker pitch development
Collaboration outreach
Webinar setup & management
Bi-weekly BD calls
Follow-up message with scheduling link
Lead Nurture System:
Advanced email strategy for nurturing prospects
Multi-touch drip campaigns
Custom funnels for different prospect types
Lead scoring strategy
$2,500/Month
The Full Authority & Scaling Package
Best For: Thought leaders committed to multiple revenue streams (advisory, speaking, partnerships, referral network).
All Growth Accelerator includes +
Social Media Strategy:
Customizable quantities of all above
Unlimited revisions
Bi-weekly specialist calls
Multiple platforms (all of them)
All content creation and management
Business Development:
Unlimited LinkedIn outreach (strategic targeting)
8-10 podcast pitches per month + interview prep
4-6 speaker pitches per month
Strategic partnership identification & outreach
Webinar development and launch
Quarterly BD deep-dives
Collaboration coordination
Full ROI analytics
Lead Nurture System:
Unlimited funnel strategy and setup
Advanced segmentation
Personalized nurture sequences
Comprehensive analytics & optimization
$4,000/Month
The Visibility Plan
Best For: Firms just starting or maintaining presence with limited budget
Plan Includes:
15 Canva Graphics per month
Copywriting/Caption for each post with one revision
Onboarding Strategy Call
KPI Analytics
Scheduled & Published for you
3 platforms LinkedIn, Facebook, & Instagram.
$600/Month
HOW TO CHOOSE
Choose Social Media Visibility Track If:
You want to maintain professional presence
You're not ready to commit to active business development
You understand this is a long-term brand play, not immediate leads
Your goal is staying top-of-mind with existing contacts
Choose Marketing + Business Development Track If:
You're serious about growing your client base
You want to position yourself as an expert/thought leader
You're ready to participate actively in your growth
Your goal is moving clients toward advisory services
You're committed to at least 6-12 months for this strategy to show results
Not Sure Which Is Right for Your Firm
We typically recommend: If you're serious about growth and have time to participate, start with The Authority Builder or Growth Accelerator. Firms at this level see real momentum within 3-4 months and ROI within 6-8 months.
If you're just starting or want to test the waters, start with The Business Plan for visibility.
Let's talk about your specific growth goals: