Step 1Clarify Your Goals
Meet to determine your business goals, establish a monthly budget and what success looks like to you.
Step 2Launch Your Sales Funnel
Get landing pages, lead generators, and email sequences that turn strangers into paying customers.
Step 3Close Incoming Leads
When you clarify your message and launch an effective sales funnel, orders will skyrocket and your business will grow.
We help CPA’s & Bookkeepers set up online marketing systems to bring in qualified leads. Whether value your time, so we won’t beat around the bush. If you’re shopping around for a way to bring in new business, fill out this meeting form and make our alarm bells go off!
What’s In It For You
Our team of marketing pros will jump into action and take an interest in solving your problem(s). We want to impress you, so we’ll come with questions and a plan that will help you reach your goals, whether you end up working with us or not.
See our 3-step process for Atlas Accounting, a CPA firm in Sacramento, CA.
Case Study: Atlas Accounting, Sacramento, CA
Atlas Accounting was drowning in too many small clients. They wanted to sign larger, more qualified clients where they could offer multiple lines of service to each account.
Step 1: Clarify Goals
They wanted corporate clients that would hand over more responsibility to Atlas, therefore giving Atlas more opportunities to offer additional services such as payroll. Atlas does not have a huge staff, so they cannot take on too many new clients at once. Here were their goals, and the plan.
~ Generate 2-3 inbound leads per week. Close 1-2 new clients per month. Initial outreach goal is to setup, Phone, Zoom or In-Person meeting.
~ Target C-Level business to business prospects, as well as higher net-worth people who have more assets, rental property, retirement accounts, etc.
~ Focus on the greater Sacramento area to help bolster other local marketing efforts.
Step 2: Launch Sales Funnel
Atlas wanted to keep their budget under tight control, so we started with a Google Ad campaign and kept the daily budget at $20 per day, running 3-4 days per week. Here are some of the ads that ran.
Step 3: Close Incoming Leads
With their new website and Google Ads campaign activated, leads start coming in. Fast forward a few years, and these leads are coming through from organic search results. They paused their Google Ad campaign during the busy season. Once late filing taxes are complete, we’ll be turning their ads back on to fill their sales funnel even more.
Step 4: Wow Customers & Get Referrals
After landing your new client, help give them a great experience by incorporating everything they need into your website. We help you do this.
Complete Service List
Eager to generate revenue for your accounting practice!