For Service-Based Businesses:
We'll Install Our AI Client Acquisition System That Fills Your pipeline With Qualified Leads & Appointments Every Month with predictability
We generate the leads, AI calls & qualifies them, and books qualified, pre-sold appointments directly onto your calendar.
Start Your Application to See How It Works
An End-to-End AI-Powered Marketing & Sales System You Own So You Never Have to Rely on Referrals or Marketing Agencies Again
Predictable Pipeline — No more relying only on referrals. A consistent flow of qualified appointments hitting your calendar every single month.
Pre-Qualified & Pre-Sold — You only speak with high-intent prospects who meet your criteria, are able to invest in your services, and are ready to move forward. No more wasting time on unqualified leads.
You Own Everything — The system, the assets, the AI agents, and the ad account are all yours from day one. No monthly retainers or dependency on marketing agencies. We build, launch, and optimize it for a one-time fee — leaving you with an in-house marketing and sales system that works for your business around the clock.
Completely Done For You — We handle the Meta ads, the funnel, the AI follow-up, and the booking. Your only job is to show up and close. No hiring, no managing, no extra workload.
Our 3 Step Process:
We Build The System
We install the full system — ads, funnel, AI follow-up, and CRM — into your business in 14 days.
We Launch & Manage
We manage everything — ad campaigns, lead follow-up, qualification, and appointment setting.
You Close Clients
You show up to qualified appointments with warm prospects who are ready to become clients.
TRY IT RISK FREE
14-Day Launch Guarantee + 90-Day Results Guarantee
We'll have your system live and generating appointments within 14 days. If you're not seeing consistent appointments and new clients within 90 days — we work for free until you are. No fine print. No excuses. We either deliver or we keep working until we do.
Results from Clients👇
Case Study: CPA Firm
24 Pre-Qualified Appointments Booked in the First 33 Days
The Challenge: This CPA firm was relying entirely on referrals/word of mouth and had no predictable way to bring in new tax advisory clients. Revenue was inconsistent month to month.
The Solution: We installed our authority quiz funnel, launched a trust building Meta ad campaign, and implemented automated AI follow-up and booking.
The Result: This client booked 24 pre-qualified ideal client appointments in the first 33 days. This resulted in 5 new high-value clients. Limited calendar availability.
"We went from only getting tax representation clients from referrals to having more qualified prospects than we could handle. We're very happy with the results so far." - CPA Firm Owner, Kentucky
Case Study: Tax Resolution Firm
$22,950 Generated in 30 Days From Our AI Growth System
The Challenge: This tax firm relied on referrals and consistently posted content on social media to generate new clients, but saw little to no return.
The Solution: We installed our authority quiz funnel, launched a trust building Meta ad campaign, and implemented automated AI follow-up and booking.
The Result: In their first month, they generated 49 qualified leads, had 35 showed appointments, and added $22,950 in revenue — using just $50/day in Meta ad spend.
“We were skeptical since we've worked with other companies before, but Joshua and his team did everything they said they would. We’re now getting a few meetings booked every week. I expected it to be harder to convert the leads, but it’s actually been easier than some of the referrals we receive.” - Enrolled Agent / Tax Firm Owner, Texas
Case Study: Bookkeeping Firm
From Low-Quality Leads to 6 Qualified Appointments Per Week
The Challenge: This firm offering bookkeeping services was already running ads on Facebook and Instagram, but the leads didn't match their ICP and were unresponsive when the firm attempted to contact them.
The Solution: We installed our authority quiz funnel, launched a trust building Meta ad campaign, and implemented automated AI follow-up and booking.
The Result: They are now averaging 6 meetings per week booked directly onto their calendar. Every prospect matches their ideal client criteria, and because the system better educates and warms them up before the call, show and close rates have significantly increased.
“I tried running Meta ads myself and had a team member manage them, but it wasn’t producing the results we wanted. Working with them was a great decision because we can focus on what we do best and leave the marketing to the professionals.” - Bookkeeping Firm Owner, California
if you don't get results, you don't pay
you just show up & close
Fill out the application to see if you qualify, book a free growth call, and we'll map out exactly how the system would work for your business.
The Difference
The Old Way vs The New Way.
(The old, slow & hard way)
how 98% of tax resolution firms work
Stuck doing all the marketing yourself
Leads are inconsistent and unpredictable
High agency fees or freelancers with mixed results
Unsure if your marketing is even compliant
Chase shared or low-quality leads
Constantly fight objections from unqualified prospects
Frustrated when leads ghost you or don’t show up
(2026 MODEL)
Our AI-Powered Client Generation System
We build your custom long-form sales funnel for you
Meta ads are fully managed, optimized, and compliant
Only pre-qualified, high-value leads reach your calendar
Automated email/SMS follow-ups
Build your brand and become the go-to firm in your market
Low-ticket offer monetizes unqualified prospects
Stress-free and predictable lead generation
Stop Chasing Leads. Start Closing Cases.
Automate your lead generation and only take high-value clients YOU choose.
Frequently Asked Questions.
Need help or have questions before signing up? Reach us at [email protected]
What exactly is the AI-Powered Client Generation System?
It’s a fully done-for-you advertising system that includes:
1. A custom high-converting long-form sales funnel
2. Fully managed Meta (Facebook & Instagram) advertising
3. Automated email/SMS follow-up and appointment reminder sequences
4. AI Appointment Setter
5. Lead delivery + tracking software
6. Low-ticket offer to monetize unqualified prospects
Everything you need to consistently generate pre-qualified prospects.
Why the $97 trial for the first month?
The online space is full of “gurus” and marketing agencies who overpromise and underdeliver. We're the opposite. The $97 simply filters out the freebie-seekers so we can work with people who are serious enough to take action and solve their client acquisition process once and for all.
And honestly, the best marketing we can do is to show you firsthand our system in action for 30 days, generating you exclusive, high-value tax resolution leads. When you see results from a service provider, you naturally want to stay with them and grow.
Is there a contract or long-term commitment?
We don't hold our clients to long-term contracts. After the 30-day trial, everything is month-to-month. You’re free to continue, pause, or cancel at any time.
How fast can I get started?
As quickly as you’d like. Once you fill out the application and qualify, you can schedule a demo call right away. Most clients have their system built and live within 72 hours of signing up.
Who is this for?
This is for tax pros, EAs, CPAs, tax attorneys, and firm owners who want a predictable way to attract new high-value tax resolution clients every month without cold calling, chasing leads, or relying on referrals. This is for those who want to grow their firm and become the go-to option for tax resolution in their market.
What does the onboarding process look like?
Super simple:
1. Fill out a short intake questionnaire
2. Schedule your 1:1 onboarding call
3. We build your funnel, automations, and ads
4. You approve everything
5. We launch your system + start generating prospects
How do we communicate, and what does support look like?
We use Slack as our central communication hub.
Once you join, we create a private Slack channel just for you. This keeps everything organized, fast, and efficient. You can message us anytime to share results, ask questions, or request changes. We’ll reply directly inside your channel so nothing ever gets lost.
Do I need to be an expert at sales or tech-savvy to use this?
Nope. As long as you can clearly communicate your expertise to pre-qualified prospects who already understand your process and solution, we handle the Meta advertising and all the tech for you.
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