From first call to marketing on autopilot.
Here is what you can expect at every stage of our process.
Quick onboarding.
The entire setup phase takes about 15 to 20 days.
Discuss your goals
We discuss your current situation, what you want to achieve and how our service works in detail. Onboarding starts as soon as you choose the right plan for your firm.
Learn more about your practice
Getting the right results starts with understanding the specifics of your practice. We look at the services you offer, your ideal clients and the details required to shape an effective strategy around your firm.
Define the strategy
Our team formulates the strategy for how your firm will go to market and win the right business. You review the approach and approve the direction before we move forward.
Map out the plan of action
We translate your strategy into a concrete plan of action. We select the specific publications to target, the angles to pitch to the press and the topics to cover across search and AI.
Configure your dashboard and tools
We configure your BookedKeeper dashboard so you can follow our work and track performance in one place. We also help set up third-party tools and integrate with your existing systems if needed.
Launch a website built to convert
Optional add-onWe design and build a website for your firm that instills confidence, converts traffic into leads and is optimized for search and AI performance. You can keep your existing site if you like, though our custom builds consistently deliver better results.
We discuss your current situation, what you want to achieve and how our service works in detail. Onboarding starts as soon as you choose the right plan for your firm.
Getting the right results starts with understanding the specifics of your practice. We look at the services you offer, your ideal clients and the details required to shape an effective strategy around your firm.
Our team formulates the strategy for how your firm will go to market and win the right business. You review the approach and approve the direction before we move forward.
We translate your strategy into a concrete plan of action. We select the specific publications to target, the angles to pitch to the press and the topics to cover across search and AI.
We configure your BookedKeeper dashboard so you can follow our work and track performance in one place. We also help set up third-party tools and integrate with your existing systems if needed.
We design and build a website for your firm that instills confidence, converts traffic into leads and is optimized for search and AI performance. You can keep your existing site if you like, though our custom builds consistently deliver better results.
Always-on marketing.
We do the day-to-day work needed for steady growth.
We put your firm in front of prospects
We publish in-depth articles on your site and build the links required to outrank competing firms in your market.
Rank at the top of Google for the services you want to sell.
We handle the third-party mentions and on-site optimization required to get your practice cited by major AI assistants.
Be the firm AI assistants recommend when prospects ask for an accountant.
We keep your Google Business Profile active and publish your business listings across the web to win local searches.
Capture prospective clients in your area who want an accountant close to home.
We build the reputation that wins them over
We manage the media outreach and commentary required to get your firm featured in business and finance publications.
Build real authority with features and expert quotes in the press.
We write and publish regular updates and expert commentary to your firm's LinkedIn and Facebook pages.
Stay visible to your network and credible to every prospect who checks your profiles.
We help you collect reviews from happy clients and monitor your reputation across the web.
Build a strong track record of client reviews that makes choosing your firm easy.
We write and send helpful newsletters and seasonal updates that keep your contacts engaged with your firm.
Stay top of mind with clients and prospects all year round.
You stay in the loop
We provide a live dashboard, monthly performance summaries and an advisor you can reach out to anytime.
Stay informed on your results with transparent reporting and an advisor.
Let's talk through a plan for your firm.
Schedule a time to speak with us. We will discuss your goals for the practice and walk through how our plans work in detail.