Services
Done-for-you client acquisition for tax firms.
We build and run the whole engine: ads that reach 7- and 8-figure owners, funnels that pre-sell, follow-up that books the call, and coaching from Daniel.
$1.5M+
Generated for clients
50+
Tax firms served
9+
Years in client acquisition
100%
Focused on tax & financial pros
Done-for-you services
One engine. Three stages.
Six services that work as one system. Each stage hands the next one better prospects, so nothing you pay for works alone.
01
Stage 1 · Attract
Get in front of 7- and 8-figure owners.
Service
Media Buying
Ads placed where your buyers already are, tested weekly and judged on booked calls, not clicks.
- Facebook & YouTube campaigns
- Audience and offer testing
- Weekly spend-to-appointment reports
Service
Copywriting
Ad and page copy written for high-income tax buyers, so tire-kickers filter themselves out.
- Ad scripts and VSL scripts
- Landing page copy
- Positioning for high-income buyers
Result
Record ROI
“I think we have the best ROI on Facebook ads... ever.”
Sam Brotman, Brotman Law
02
Stage 2 · Convert
Turn clicks into calls with people ready to buy.
Service
Funnel Building
A funnel with a video presentation that pre-sells your firm before the first conversation.
- Application and booking funnels
- Video sales presentation
- Ongoing split testing
Service
Email Automation
Follow-up that gets people to show up, and keeps your name in front of the ones not ready yet.
- Show-up and reminder flows
- Long-term nurture
- Past-client reactivation
Result
1–2 → 15 calls a week
“These were exactly the kinds of clients we wanted to be working with.”
Nate Goodman, Goodman CPA
03
Stage 3 · Scale
Keep the calendar full all year.
Service
CRM Setup
A tax CRM that tracks every lead, automates the busy work and makes sure nobody slips through.
- Pipeline stages and automations
- Lead scoring and routing
- Team training
Service
Coaching & Consulting
Working sessions with Daniel on closing high-ticket plans, deadlines and compliance.
- Live strategy calls
- Community of tax pros
- Sales call reviews
Result
70+ qualified calls
“Once Daniel touched it, boom. 70+ qualified calls hit my calendar.”
Stephanie Anderson, The Tax Prose
Our proven process
From clicks to booked appointments.
Five steps from the first form to a live campaign. No pitch on the demo call, just a clear look at what's possible for your firm.
01
Application
A quick form to see if we're a good match. No commitment.
02
Demo call
We don't pitch. We show you what your growth could look like.
03
Onboarding
We map your strategy and timeline and gather what we need.
04
Asset creation
Copy, funnels, ads and automations built for your firm.
05
Launch & lift
We go live, then keep testing and refining every week.
We tried two other agencies. This was the first time it actually worked.
Heidi Henderson · Partner, Engineered Tax Services
No. Our year-round strategies help with tax planning, extensions and business clients in the off-season too.
Yes. We scale the strategy to your budget and goals, so solo tax planners can compete with larger offices.
No. We handle the technical details. You focus on serving your clients.
We attract prospects through ads and content, then use funnels and email follow-up to turn them into booked calls.
Your next step
Ready for clients who can actually pay?
There are two ways in. Pick the one that fits where your firm is today.
Daniel Schulte · Founder & CEO
Ready to grow now
Apply for a demo call
A two-minute application. If we're a fit, we show you exactly what we'd build for your firm. No pitch.
1 Apply
2 Demo call
3 Your plan
We reply within 2 business days.
Still researching
Watch the free breakdowns
Daniel breaks down the ads, funnels and follow-up behind these results on YouTube. Free, no form to fill.
Free on YouTube
New breakdowns often
No call needed.
The marketing agency built only for tax planners.
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