Proactive Tax Advisors: Referral Reliance to $83,000 in 3 Days

Name: Daniel Guine, CPA
Firm: Proactive Tax Advisors
Focus: High-Income Business Owners, Tax Planning & Strategy
Model: Virtual, Nationwide Client Base

Daniel Guine was already running a solid firm—but all of his growth was tied to word-of-mouth referrals. The problem? He couldn’t predict when his next tax planning client would come in, and most were last-minute deals at the end of the year. He needed a system, not a surprise.

💰 $83,000 in Revenue in Just 3 Days
📈 $45,000, $18,500, and $18,500 Tax Plans Closed
📅 Ongoing Appointments With Qualified Clients Across the U.S.
⚙️ Hiring Infrastructure to Handle Influx of Sales Volume

“One guy had 12 businesses with over $35 million in revenue. These aren’t tire-kickers.”

With a newfound pipeline, Daniel is now restructuring his internal operations to keep up with demand—training staff, delegating backend work, and focusing more time on high-leverage sales.

“I’m a hard guy to sell. But Daniel’s system is different. I’ve gone from hoping for clients to having more calls than I can handle. If you’re even considering it—book the call.”
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— Daniel Guine, CPA, Proactive Tax Advisors

Every year, Daniel’s firm would get a “tax planning season” spike—a rush of clients in Q4, scrambling to implement strategies before year-end. The rest of the year? Quiet.

“I had no idea when the next tax planning client would come through. It was always referrals, and always last-minute.”

He needed a solution that could generate consistent, qualified leads year-round and allow him to smooth out his cash flow while maximizing client results.

Daniel partnered with Wealthy Clients to implement a done-for-you lead generation engine focused specifically on high-value tax planning clients.

Key changes included:

• 🔥 Paid ad campaigns that positioned Daniel as a trusted expert
• 🎯 Nationwide targeting to reach 7- to 8-figure business owners
• 📹 Authority-building video ads (easy to produce, powerful to scale)
• 📆 A calendar filled with inbound calls from clients ready to buy

“It’s so simple. I just recorded a couple videos, monitored my inbox, and the calls started booking.”

Business Transformation

Before Wealthy Clients:

• ❌ Cash flow bottlenecked to Q4
• ❌ Dependent on referrals
• ❌ Constant pressure to “wait and hope”

After:

• ✅ Pipeline active year-round
• ✅ Predictable cash flow from January through December
• ✅ Clients proactively implementing strategies with time to spare
• ✅ Ready to scale aggressively through 2024 and beyond

“I used to feel the crunch every October. Now I’m closing $40K+ deals in the first quarter.”

👉 Whether you’re looking to scale advisory services or shift away from tax prep stress, W installs systems that do the heavy lifting for you.Let’s build your dream client list and cash flow like clockwork.