Goodman CPA: From 2 Sales Calls to 15 Per Week

Name: Nate Goodman
Firm: Goodman CPA
Location: Nationwide (Remote Firm)
Services: Elite Tax Planning & Fractional CFO Services

Nate Goodman is the founder of Goodman CPA, a remote advisory and tax planning firm for high-income entrepreneurs. While his team delivered high-level strategy, they struggled to consistently get in front of qualified prospects. Referral-based growth plateaued, and previous marketing efforts delivered zero ROI—until he partnered with Wealthy Clients.

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📆 15 Sales Conversations Per Week (Up from 1–2)
💰 $170,000+ in Closed Revenue in Q1
📈 On track to hit $250K+ from one quarter
🏢 High-ticket clients including 7- and 8-figure businesses

“Some leads were overqualified. These were exactly the kinds of clients we wanted to be working with.”

“If you want to grow—actually grow—and land serious clients, just book the call. You’ll end up with more revenue than you know what to do with.”
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— Nate Goodman, Founder, Goodman CPA

Goodman CPA had invested in marketing before, but the results were painful.

“We spent $5,000–$6,000 on another agency and didn’t book a single appointment.”

Their outbound process was manual and unpredictable, with little control over demand. Nate needed a system that delivered quality, not just quantity—and definitely not cold leads that couldn’t afford his services.

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Daniel and the Wealthy Clinents team implemented a client acquisition system focused on:

• 🎯 Targeting business owners making $1M+
• 📹 Creating strategic, conversion-first video ads
• 🔍 Tightening lead filters to ensure financial and intent-based qualification
• 💬 Real-time campaign optimization based on call feedback and appointment data
• 🔁 Continuous refinement based on conversion patterns

“If we weren’t getting the right type of client, the campaign was reshaped within 24 hours.”

Long-Term Impact

✅ Consistent, high-quality lead flow from inbound marketing
✅ Built a repeatable sales pipeline for team training and delegation
✅ Reduced reliance on referrals and outbound partnerships
✅ Scalable infrastructure now in place for future team hires

“Now we have enough volume to train a salesperson using live opportunities—no more roleplaying.”

Whether you’re stuck at 1–2 calls per week or scaling a remote firm, Wealthy Clients installs a real pipeline—with real buyers.