Ed Loyd & Associates: How Ed Lloyd Added Over $100K in New Revenue

‍Name: Ed Lloyd, CPA
Firm: Ed Lloyd & Associates
Focus: Tax Planning, Accounting, CFO & Controller Services
Niche: Dental Practices Grossing $1M+

Ed is a seasoned CPA with decades of experience helping high-earning dental professionals streamline their finances, reduce taxes, and make smarter long-term business decisions. But in the crowded financial space, even the best expertise needs consistent visibility and qualified leads to scale.

• ✅110 Qualified Leads in the First Phase
• ✅ 37 Booked Appointments With Ideal Clients
• ✅ Niche-Specific: Dentists Grossing $1M+
• ✅Ongoing Feedback Loops to Refine Funnel Performance

“I didn’t sign up to relax—I signed up to grow. Now I’m seeing more qualified leads, more appointments, and more client conversations.”

“We’ve added over six figures in revenue. The ads worked. The process worked. The only thing left is to keep scaling it—and Daniel’s helping us do exactly that.”

— Ed Lloyd, CPA

Ed came to Wealthy Clients handling everything himself—sales, marketing, service fulfillment, and operations. His existing referral model wasn’t scalable, and his lead flow was inconsistent. What he needed was a streamlined, automated growth system and a path to step out of sales.

“I had no idea where my next client was coming from. I was the marketer, the salesperson, and the deliverer—all at once.”

Phase 1 – Build and Launch

• 🎯 Launched a direct-response video ad campaign designed to pre-qualify and book high-value leads
• 📥 Generated 110 leads and 37 booked calls in the first 30 days
• 🏢 Positioned Ed’s firm in front of multi-million-dollar service business owners

Phase 2 – Scale and Delegate

• 👤 Hired a full-time sales representative to manage incoming appointments
• 🎓 Trained the rep with support from Daniel Schulte, including sales call reviews and optimization
• 🚀 Shifted Ed out of day-to-day sales to focus on leadership and operations

“Daniel helped me go from doing everything to managing a real system.”

‍

Long-Term Impact

📆 14+ months of sustained performance and pipeline growth
🧑‍💼 Fully trained sales rep now closing consistent new revenue
🧠 Time and energy reclaimed to focus on strategy and team development
🔒 Marketing and sales system that runs independently of the firm owner

“If you don’t define your niche and systemize your growth, someone else will eat your market share. Daniel helped us get laser-focused—and get results.”

‍

👉 If you're a tax strategist looking to scale with international clients, affluent prospects, or B2B advisory work — this is the system built for you.

Let’s build a marketing engine that makes the right clients come to you.