For Tax Planning & Strategy Firms

Stop Waiting
For Referrals.

We build VSL funnels and paid ad systems that put qualified prospects on your calendar — without word-of-mouth.

Book a Free Discovery Call → 30 minutes · No commitment

Your business is built on expertise.
Your growth is built on luck.

Referrals are great — until they dry up. You can't predict them, control them, or scale them. And every slow month is a reminder of how exposed you are.

Referrals Have a Ceiling

Your network can only send so many clients. Once you've exhausted it, growth stops — unless you build something new.

Revenue Is Unpredictable

Good months and bad months with no clear reason why. You can't forecast, can't hire, can't plan — because the pipeline isn't in your control.

Your Best Clients Came From Luck

You can't replicate what you can't explain. Without a system, growth is accidental — and accidents don't scale.

A Paid Acquisition System
That Runs While You Work

We build the full stack — VSL, funnel, and ads — then manage it ongoing. You do the tax work. We fill your calendar.

01

The VSL

A video that educates your market, builds trust, and filters out bad fits — before they ever touch your calendar. Cold prospects become warm leads automatically. You record it once. It works 24/7.

02

The Funnel

Opt-in → VSL → application → call booking. Every step qualifies. Only serious prospects with the right income and intent make it through to your calendar. No time-wasters, no price shoppers.

03

The Ads

Meta campaigns targeting business owners actively looking for tax strategy. We write the creative, set up the targeting, manage the spend, and optimise weekly. You get booked calls. That's it.

Everything You Need.
Nothing You Don't.

One engagement. Full build. Ongoing management. We handle the entire acquisition side so you can stay focused on client work.

VSL Script (Written For You)

Researched, written, and structured to convert cold traffic into booked calls.

VSL Production Direction

Full direction on how to record so the video performs — not just looks good.

Full Funnel Build

Opt-in page, VSL page, lead scoring application, and booking page. End to end.

Meta Ad Creative & Copy

Multiple ad variants written and designed for cold traffic testing.

Ad Account Setup & Management

We build and run the campaigns. You never need to touch Ads Manager.

Weekly Reporting & Optimisation

Clear weekly numbers — spend, leads, calls booked — plus ongoing creative and targeting updates.

Built Specifically For
Tax Strategy Firms

This isn't a generic marketing service. It's a system built for one type of business — and we only work with firms that fit.

You're a tax planning or tax strategy firm serving business owners — not W2 employees.
Your typical client engagement is $3,000 or more.
90%+ of your new clients currently come from referrals or word-of-mouth.
You have capacity for new clients but no reliable way to get them.
You're ready to invest in building a real, repeatable acquisition system.
You're willing to record a VSL — you don't need a film crew, just a camera and your expertise.

Ready To Stop Waiting?

Book a free 30-minute discovery call. We'll map out what your acquisition system looks like and whether we're a fit.

Book Your Discovery Call →

No commitment. No pitch. Just a straight conversation about your firm.

Common Questions

No. We handle everything from scratch — ad account setup, creative, targeting, and copy. The only thing we need from you is your expertise on camera for the VSL.

Most clients see their first booked calls within 30–45 days of going live. Weeks 1–2 are the build, week 3 is launch, weeks 4+ are optimisation. The system improves the longer it runs.

We discuss this on the discovery call after understanding your specific situation. What you're investing and what you can reasonably expect back depends on where your firm is starting from.

Most failed ad campaigns send cold traffic directly to a website or generic contact page. Cold traffic doesn't convert that way — especially for high-trust services like tax strategy. The VSL funnel changes that. It educates, builds trust, and qualifies before anyone fills in a form or books a call. That's the difference.

No. We work exclusively with tax planning and tax strategy firms serving business owners. If that's not you, this system probably isn't the right fit.