Take Back Your Time Get More Clients, & Boost Profits
Hey, Accountant! You're Working Too Hard for Too Little Return!
SmartFirm is your all-in-one marketing and automation system designed specifically for small and mid-sized accounting practices. Book more client calls, follow up faster, and turn missed opportunities into real revenue. Grab your free marketing audit and discover how much time & money = you're leaving on the table without it.
Win More Clients: Launch targeted campaigns that attract the right prospects.
Stay Top of Mind: Automated follow-ups keep leads warm until they’re ready to act.
Grow Existing Accounts: Smart reminders help you upsell services—without the awkward pitch.
"100% recommend! HL PRO TOOLS over delivers, especially with the Branded support"
brady s., ChiroCandy Marketing
SOUND TOO GOOD TO BE TRUE?
THERE'S A REASON SOMEONE TOLD YOU ABOUT US
WE'VE HELPED OVER 1000 BUSINESSES
Lorenzo
Iggy
Jason
Oliver
Bridgett
Dar
Maria
Elliot
Dallas
Connie
Dustin
Chris
Always thriving, every month...
Growing your business with clarity and confidence...
Saving time, capturing every opportunity...
Revenue on autopilot.
Time back in your day.
Marketing your firm should feel effortless — like your business is growing even while you're living your life.
You earned your CPA to create freedom, not to get bogged down in endless marketing tasks.
Now, you can attract your ideal clients with ease, save time, lower your costs, and build the firm (and lifestyle) you've always dreamed of.
We've helped firm owners step into a new reality — one where growth feels natural, systems run smoothly, and freedom isn't a future goal... it's your new normal.
That’s exactly what SmartFirm Accelerator delivers. It plugs into your business and goes to work immediately, capturing leads, boosting visibility, and converting new clients while you focus on what you do best.
What Is
SmartFirm Accelerator?
SmartFirm Accelerator is your shortcut to more clients, more reviews, and more revenue — without draining your time.
Built for accounting firms, this done-for-you system handles everything: lead funnels, review automation, AI chat, and follow-ups.
We set it up. You stay focused on clients.
No agencies. No tech headaches. Just real results — on autopilot.
Here’s how it works:
✓ Leads captured and followed up instantly (without lifting a finger)
✓ Calls handled automatically, even after hours
✓ 5-star reviews roll in on autopilot
✓ A polished sales funnel that actually works
This is your unfair advantage—a done-for-you growth engine that makes your firm look sharp and sell smarter, without adding to your workload.
Freedom, profitability, and sustainable growth — all on your terms.
HERE IS WHAT'S INCLUDED in
Smartfirm Accelerator
GAME-CHANGING HL Pro Tools Zap
Here are a few of the game-changing things you can do with our HL Pro Tools Zap:
- Update Twilio API Credentials Automatically
- Add / Remove User Permissions
- Load Multiple Snapshots
- Update Locations
- Let Users Create Their Own Passwords
- Add Multiple Users to a Location
- Add Users to Multiple Locations
- Update Users
- Update Locations
- Lookup Locations, Users and Contacts
- More Functions Added Weekly
You'll be able to completely customize your HLPT experience by taking the steering wheel of the HL Pro Tools Zap. All these awesome custom features and more to come.
Value: $600+/month
RingBack Ai
SPEED TO LEAD. Every. Single. Time.
Missed calls often mean missed revenue. RingBack AI makes sure every single call is captured and followed up on—even when you’re in a meeting or done for the day.
It automatically texts back missed calls. No leads slipping through the cracks means more opportunities to win new business.
Imagine every call, text, or inquiry your business gets being answered, routed, and followed up on automatically—whether you’re on the job, in traffic, or relaxing at home.
value: $597
LeadLink Chat Widget
Capture More Clients While You Sleep
Most website visitors bounce in seconds unless they’re greeted with immediate support. LeadLink Chat Widget™ solves that.
This 24/7 live chat tool greets every visitor, answers basic questions, and captures their contact info—all in real-time. It keeps them engaged while collecting leads on autopilot.
You’ll never miss a chance to turn a curious browser into a booked appointment.
VALUE: $497
ReviewGenie AI™
Build Trust (and Traffic) With
5-Star Reviews
Positive reviews are essential for online credibility—but asking for them takes time and follow-up. ReviewGenie AI™ handles all of that for you.
It gently follows up with your happiest clients, encouraging them to share glowing reviews on platforms like Google and Yelp. It even responds to their reviews after they've left them.
More reviews mean better search rankings, more trust from prospects, and more clients choosing your firm.
VALUE: $697
Customer Connection Hub
Simplify Conversations
Every lead matters—but not every prospect is ready to engage your firm right away. So how do you stay top of mind until they are? That’s where the
Customer Connection Hub™
comes in.
We design and automate a year-round series of holiday email campaigns that keep your firm visible and relevant. These timely, professional messages remind your contacts that you’re here when they need expert accounting support.
And the best part? It’s completely hands-off.
VALUE: $497
funnelpro builder™
Custom-Built Funnel That Sells For You
Generic templates don’t work for accounting firms. FunnelPro Builder™ is a fully customized sales funnel built just for your services. It guides visitors to take action—whether that’s booking a consultation or signing up for services.
Plus, it includes email and SMS follow-up sequences that nurture leads until they convert. Every step is done-for-you and built to drive results.
VALUE: $697
Listings360 Visibility Engine™
TURN CLICKS INTO CUSTOMERS
Listings360 Visibility Engine™ ensures your business information—name, address, phone, hours, and more—is accurate and up-to-date across 150+ directories and platforms, including Google, Bing, Yelp, Facebook, and AI-powered search tools.
This isn’t just about looking professional—it’s about dominating local SEO and being found when and where clients are searching.
It improves your search rankings, builds valuable backlinks, and increases trust with both search engines and prospective clients.
With everything syncing from one central dashboard, you’ll never again worry about wrong hours or outdated contact info costing you new business.
VALUE: $797
Let's Recap What We'll Install For You With SmartFirm Accelerator:
RingBack Voice AI™ – Answers every call and follows up instantly.
Value $597
LeadLink Chat Widget™ – 24/7 live chat that converts visitors to leads.
Value $497
Customer Connection Hub™ so you can link all your social media accounts into one seamless, professional network
Value $697
ReviewGenie AI™ – Generates 5-star reviews on autopilot.
Value $497
FunnelPro Builder™ – Converts site traffic into clients with automated follow-up.
Value $697
Listings360 Visibility Engine™ Be Found Everywhere Clients Search
Value $797
Total Value: $3,782+
What You Pay Today:
One Payment of $2,997
One Payment of $1,997
Still not sure? Click here to book a Discovery Call
No more guessing. No more hustle. Just real, measurable growth.
It’s time to grow your profits the easy way.
AND TO MAKE THIS DEAL EVEN FREAKING SWEETER, WE ARE OFFERING A 6-MONTH 200% MONEY-BACK GUARANTEE!
If you use SmartFirm Accelerator for 6 months and don't make back the money you paid for it... We will refund you 2x what you paid us to launch it.
Yeah, you read that right... We are so confident that this bundle will make you $$$ that we're willing to guarantee it. Some folks might give you 30 days to make your money back, but we're giving you a whole 6 MONTHS to try it out.
If it doesn't work, we'll be shocked, but seriously, get back to us, and we'll literally pay you for wasting your time.
You win, or we pay you. Simple as that.
Let the results
speak for themselVES!
Here's what happy customers are saying:
Joana, Registered Agent
We doubled our monthly leads in 3 weeks.
The AI tools are incredible—our chat widget alone captured five new leads the first week. We’re finally getting real ROI from our marketing without having to do more work. Game changer!
Dan, CPA, Managing Partner
Clients constantly tell us how easy it is to book with us now. The voice AI and chatbot answer questions before we even pick up the phone. It’s like having a full-time receptionist and marketing assistant working 24/7
James M., M.Acc, CPA
We’ve seen a surge in positive reviews since adding the review system. In just one month, we jumped from 12 to over 40 reviews on Google, and we’re showing up higher in local searches. Our reputation is solid and growing.
Jenn S., Bookkeeper
This system gave me peace of mind. I’m no longer stressed about marketing, wondering where the next client will come from. The funnel and automations run in the background, so I can focus on doing great work for my clients.
Micah S., Registered Agent, CPA
This is exactly what I needed to take things to the next level. Honestly, every time I’ve met with Katie, she’s answered all my questions and shared some serious gems of wisdom. It’s clear she genuinely wants to help, and that means a lot to me.
CHOOSE YOUR PERFECT PLAN FOR YOUR BUSINESS
Select the plan that best fits your needs and seamlessly adapts to support your future growth.
SmartFirm Launch Plan
$399/mo
+$499 one time set-up fee
AI Listing Manager
AI SEO Optimization
AI Review Management with Website Widget to showcase new reviews
Customizable Funnels & Automations
Centralized Message Center
Monthly Lead/Review performance reporting
One-month subscription included
White glove onboarding
24/7 Real-human tech support
SmartFirm Growth Plan
$999/mo
+$2999 one time set-up fee
Everything in SmartFirm Launch Plan
Voice AI to answer your phone, make appointments and route calls
AI Chatbot for the website
Social Media Scheduling Tool
One-month subscription included
White glove onboarding
24/7 Real-human tech support
SmartFirm Elite Plan
$1999/mo
+$4999 one time set-up fee
Everything in SmartFirm Growth Plan
Social Media Content Plan & Management (60-day rotation)
Meta ads management*
One-month subscription included
White glove onboarding
24/7 Real-human tech support
* Meta Ads strategy and management services are included, however we recommend budgeting $600-1000 per month for advertising fees.
IF YOU STILL HAVE
Questions...
ARE THere additional costs?
SmartFirm Accelerator is a done-for-you setup of the same powerful CRM and automation platform we use to run our own business. The base package is $497 per month, with usage fees included for certain advanced marketing tools.
The goal is to create an automatic, organic marketing that pays for itself.
What if I'm not tech savvy?
You don’t have to be. We handle the setup and show you exactly how to use it. If you can respond to an email, you can manage this system.
how quickly will i see results?
Most users start seeing leads within a few days of launch. The automations kick in right away, while longer-term strategies like SEO and reviews build momentum over time.
Who Is SMARTFIRM ACCELERATOR For?
SmartFirm Accelerator is made for owners and decision-makers at small and medium-sized accounting firms who want to grow without the tech headaches.
do i have to manage the system myself?
The beauty of the SmartFirm Accelerator is that once it’s set up, it works for you automatically. We handle all the heavy lifting during setup, and the system does the rest.
If you ever want to tweak or update something, we’ll provide simple instructions or offer additional support plans to make sure everything keeps running smoothly.
Does the SMARTFIRM ACCELERATOR actually Work?
Absolutely. It’s built on a proven platform used by thousands of successful businesses. We’ve just tailored it specifically for accounting professionals.
What's included in SMARTFIRM ACCELERATOR Launch?
SmartFirm Accelerator includes everything you need to attract more clients, boost your reputation, and grow your firm on autopilot. When you sign up, we’ll:
Install your real-time website chat widget that turns visitors into leads day or night.
Help you register for A2P so you can have an automated phone and SMS system.
Connect & Configure your AI voice assistant that handles missed calls and follow-ups so no lead is ever lost.
Build & Install your professionally built sales funnel with email and SMS automations to convert traffic into appointments.
Connect your automated review generation system that boosts your reputation and search visibility.
Set up an email nurture system to engage your customers.
Automate your listing management system that syncs your business info across 150+ directories to maximize local SEO.
From start to finish, we handle everything so you can focus on running your business.
🎉
Ready to GET MORE CLIENTS without the headaches?
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