Most agencies build generic funnels for generic businesses. They don’t understand CPA psychology, advisory pricing, tax-planning buyers, or the difference between compliance vs advisory demand.

We’re the opposite.

We only serve advisory-focused CPA firms and everything in this system is engineered specifically for attracting advisory clients, not low-fee tax prep.

Here’s what makes our system different:

1. Niche mastery: We understand the CPA industry, busy seasons, buyer behavior, and what advisory prospects actually respond to.

2. Advisory-first design: The entire system is engineered for $10k–$25k advisory packages, not $300 tax returns.

3. Filtering-first architecture: Most agencies focus on “more leads.” We focus on filtering out 1040 seekers, price shoppers, and compliance-only clients.

4. Proprietary ACE Framework: A structured acquisition engine built for CPAs, not repurposed ecommerce or coaching funnels.

5. Smart qualification logic: Only qualified prospects ever see your calendar preserving your time and elevating your perceived value.

6. Case-study driven pre-sell: Advisory clients need proof, not persuasion. The system pre-sells using tight, CPA-specific case study logic.

7. Data + attribution setup: Our tracking is built for multi-stage CPA funnels, not surface-level marketing metrics.

8. Built for business owners + REIs: Not individuals filing W-2s. The system attracts the right clients by design.

In short: This isn’t a marketing funnel. It’s an Advisory Client Engine built exclusively for CPA firms who want predictable advisory revenue.

We don’t guarantee sales since that’s up to your team, but we guarantee qualified bookings based on your set criteria. With a $100–$300/day ad spend, most clients typically get 10–15 qualified bookings a month (real businesses ready to invest). That’s why we only work with premium advisory offers. It’s the best way to make the ad spend actually profitable.

Most firms start seeing qualified applications and booked advisory calls within the first 2 to 4 weeks once ads go live assuming the offer, audience, and tracking are all dialed in.

But here’s the truth...

The system becomes predictable around the 60 to 120 day mark. Why?

* Paid traffic needs data

* The funnel needs real-world optimization

* Applications need tightening

* Messaging gets refined based on market response

* Tracking + attribution stabilize after enough events

* Creative + audience testing compounds over time

This isn’t a “launch it and pray” setup. It’s a data-driven acquisition engine that improves every single week. The CPA firms that win treat the first 90 days as:

* Learning

* Iteration

* Refinement

* Optimization

By month 4, the system usually becomes stable, predictable, and scalable.

Usually within the first 30 days after launch. We track everything from day one and make quick optimizations based on what the data shows, so results start coming in fast and improve over time.

If the fundamentals are right (offer, proof, and positioning) the system works.

We only take clients we’re confident will win. And if for some reason results lag, we’ll work until you at least double your investment, no extra charge.

We guarantee qualified bookings, and we help your team close better by tightening the filters and handling objections upfront in the funnel.

We’re selective. This is NOT for:

* CPAs who won’t invest in paid traffic

* Firms selling low-fee tax prep or compliance-only work

* CPAs without capacity to handle advisory clients

* Anyone wanting “more leads,” not better clients

* DIYers looking for templates instead of a done-for-you install

This system is designed for firms ready to scale advisory, not volume-based 1040 shops.

To maintain quality and predictability, we just need four things:

* A proven advisory offer offer ($10K+).

* A few case studies and video testimonials.

* Willingness to film short videos (we’ll handle scripts and editing).

* A $100–$300/day ad budget.

We handle the rest. You just show up to close the calls once it’s live

Yes, if you’re willing to build or refine one. We don’t work with low-fee compliance offers, but we do help you:

* Elevate your pricing

* Structure a premium advisory package

* Position it correctly for business owners

The system only works with high-ticket offers, so we help you get there.

Most firms start with $3,000 to $10,000 per month on Meta. CPAs willing to scale typically increase as the system stabilizes. Paid traffic is required. This is a predictable acquisition engine, not an organic content model.

Yes, we help optimize your offer as part of the process. We take what you’re already selling and package it into a premium solution that solves one big problem for your clients, then give it a clear, marketable name. It works best if you already have a proven offer or case studies we can build on.