Daniel Sleep CPA: From Skepticism to $40K in Premium Tax Planning Sales

‍Name: Daniel Sleep, CPA & Certified Tax Coach
Firm: Virtual Tax Planning Practice
Focus: S-Corp Business Owners Grossing $1M+
Model: Fully Virtual, Nationwide Clientele

Daniel Sleep runs a lean but focused virtual tax firm, backed by a small team. While deeply committed to providing premium tax planning, Daniel was spinning his wheels with underperforming ads, outdated tactics, and low-quality leads — all while chasing a bold revenue goal for 2024.

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✅ 11 Sales Appointments with Qualified Business Owners
✅ 4 Premium Clients Closed (including $14M+, $7M+, and $6M businesses)
✅ $40K+ in Closed Tax Planning Revenue
✅ $9,800 and $8,800 Tax Plans Sold
✅ Complete Confidence in Scaling Up & Raising Prices

“I closed a guy from overseas while I was sleeping. Woke up and he’d paid $8,800 upfront.”

“If you want to grow — really grow — and are tired of the fluffy BS out there, Daniel is your guy. He’s going to kick your ass into shape and you’ll be proud of the results. I know I am.”
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— Daniel Sleep, CPA

Despite working with other agencies and dabbling in LinkedIn outreach, Bark.com, and Facebook ads, Daniel’s efforts never produced consistent or qualified leads.

“We’d get a few calls — and most of them were a waste of time. No real tax need. No budget. Just people fishing for free info.”

Worse yet, the marketing guidance he was getting was vague, bloated with theory, and offered no actionable feedback.

Once onboarded, Daniel Schulte helped Daniel Sleep rapidly:

• 🎯 Refine his client avatar (S-Corp owners with $1M+ in revenue)
• 🎥 Launch a high-converting video ad campaign
• 🧠 Optimize his sales messaging and offer positioning
• 📞 Review and coach through recorded calls
• 🔁 Install a repeatable, metrics-driven appointment system

“You asked the hard questions. It wasn’t fluff. You showed me the exact places my system was broken — and how to fix it.”

Transformational Impact

Daniel didn’t just get clients. He got clarity:

• ✅ Let go of underpaying, legacy clients
• ✅ Confidently pushed his value to high-caliber prospects
• ✅ Installed a repeatable client acquisition system
• ✅ Hit his biggest revenue month ever — on his terms

“Before, I felt like I was on a bad date, pitching people I didn’t even want to kiss. Now I control who I work with.”

👉 This isn’t fluff. This isn’t theory. It’s execution with precision. Let’s build the system your business deserves.