For CPA Firms Tired of Low-Value Clients:

The CPA’s Advisory Client Engine Playbook

The Proven System That Removes W2-Only Filers and Price Shoppers and Fills Your Calendar With Advisory Clients

What You'll Learn:

  • The "Velvet Rope" Philosophy that instantly positions you as an in-demand CPA, forcing high-value clients to apply to speak with you.

  • The exact 5-Step Funnel that automates lead nurturing, follow-up, and appointment booking, annihilating wasted time on unqualified W2-only filers and price shoppers.

  • The Smart Form Filters for your Application Page that automatically screen out broke prospects so you only speak to advisory clients ready to invest.

  • The "Human Delay" Ninja Tactic to politely disqualify leads who fail your filter without them ever knowing what happened, protecting your calendar like a Rottweiler.

  • BONUS: The Free Pre-Built Funnel Template that gives you a complete, plug-and-play structure to launch your high-ticket client acquisition machine instantly.