Join the priority waitlist for our next intake window

PLEASE READ: We’re highly selective about who we work with and our calendar fills up fast. To ensure we’re the right fit before getting on a call, please take a moment to answer a few quick questions about your business.

This helps us make the best use of our time and ensures we can provide real value when we speak.

Click "NEXT" below to proceed.

What's your first name? *

What's your last name? *

What's your primary email? *

What's your phone number? *

Do you have a proven high-ticket offer (worth $10k+) that you are actively selling? *

Yes, I have a proven high-ticket offer.

No, I don't, but I'm currently working on it.

No, I haven't figured out my high-ticket offer yet.

Why We Ask: Our system is designed to scale existing revenue. Confirming a high-ticket offer ensures that the ROI from our funnels immediately justifies the necessary investment in your growth.

What best describes your business? *

Certified Public Accountant (CPA) firm

General Bookkeeping/Tax Prep Service

Marketing agency/consultant for CPAs

Other

Do you currently have at least 3 strong, case studies or client success stories that detail specific results? *

Yes, I have 3 or more ready to deploy.

I have one or two, but need to generate more.

No, I don't have any detailed case studies yet.

Why We Ask: Case studies are the fuel for high-converting funnels. They ensure we can write compelling ad copy and landing page copy that immediately attracts premium clients.

Do you have a readily available supply of client testimonials and reviews (written or video)? *

Yes, I have plenty of reviews and testimonials.

I just have a few, but willing to actively produce more.

No, I'm just starting out and have very few available.

Why We Ask: Testimonials build immediate social proof and significantly increase conversion rates. This ensures we can launch a trustworthy, high-performance funnel quickly.

What best describes your role in your company? *Why We Ask: Our system requires direct strategic input from the final decision-maker. This guarantees we spend our time discussing implementation and growth, not navigating unnecessary internal approvals.

What is the minimum, daily ad budget your firm is prepared to commit for client acquisition *

Under $100 per day

$100 - $300 per day

$300 - $500 per day

$500+ per day

Why We Ask: Lead volume requires predictable fuel. This confirms we have the minimum budget necessary to execute the required testing and deliver a stable flow of qualified appointments.

What is your firm's approximate Gross Annual Revenue? *

Under $500k a year

$500k – $1 Million a year

$1 Million – $5 Million a year

$5 Million+ a year

Why We Ask: This confirms your firm's operational stability and capacity for rapid growth. We find that firms with predictable, multi-million dollar revenue are best positioned to successfully absorb and scale the qualified leads we deliver.

How soon are you looking to start building your advisory client acquisition system? *

I’m ready now if it’s a fit

I’m planning for it in the next 1–3 months

I’m just exploring options

Why We Ask: We only take on a limited number of clients per quarter to ensure focused results. This helps us prioritize firms with immediate growth needs and active capacity to scale.

Home ACE System About Blog Contact

Disclaimer: Booked Out CPA™ is a marketing and client acquisition system provider for CPA firms. We are not a CPA firm, tax preparation service, or financial advisory service. Nothing on this website should be interpreted as legal, tax, or financial advice. Results vary based on offer, market, ad spend, and implementation. All numbers shown are examples for educational purposes only.