For Tax Planning & Strategy Firms

Stop Waiting
For Referrals.

We run paid ads for tax planning firms and bring in 2–5 new qualified clients every month, without referrals or content marketing.

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. 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. Accidents don't scale.

How We Get You
2–5 New Clients Every Month

We set up the ads, write the video script, build the booking process, and manage everything on an ongoing basis. You take the calls. We handle getting them there.

01

The Video

We write a short script explaining who you help and what you do. You film it once on your phone or laptop. It runs in front of business owners on Facebook and Instagram 24/7, building trust before anyone ever books a call with you.

02

The Booking Process

Someone sees your ad, watches your video, fills out a short application, and books a call. Every step filters out the wrong people so only serious business owners with real tax problems make it to your calendar.

03

The Ads

We write the ads, set up the targeting, manage the budget, and update them weekly based on what's working. Business owners in your target market who owe significant taxes see your video and book a call. You never touch the ad account.

The Complete Build,
Done For You

We build the system, write all the copy, run the ads, and manage everything on an ongoing basis. You stay focused on your clients.

Video Script (Written For You)

Researched, written, and structured so the video converts viewers into booked calls.

Video Recording Guidance

Exact direction on how to film so the video performs, not just looks good.

Complete Booking System Build

Every page a prospect sees before booking a call: opt-in, video, application, and calendar. Built and connected 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 film a short video. 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 →

30 minutes, no commitment required. A straight conversation about whether this is the right fit for 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 2 hours to film a short video on your phone or laptop.

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 a contact page. People who don't know you yet won't book a call that way, especially for a high-trust service like tax strategy. The system we build works differently: your video runs first, so by the time someone fills out an application they already know who you are and what you do.

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.