Take Back Your Time Get More Clients, & Boost Profits
Free up your billable hours and get a predictable stream of high-value clients, without becoming a marketing expert.
SmartFirm is your all-in-one marketing and automation system designed specifically for small and mid-sized accounting practices. 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.
Are You an Expert Accountant,
But an Accidental Marketer?
Your firm delivers exceptional financial guidance, but when it comes to finding new clients, does this sound familiar?
You’re tired of an outdated website that doesn’t generate qualified leads.
You’re losing potential clients because of inconsistent or non-existent follow-up.
You feel like you’re spending more time on frustrating marketing tasks than on billable client work.
You know you need better systems, but you're overwhelmed by technology and don't know where to start.
"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.
Stop patching together different tools. The SmartFirm System is a complete process designed to attract, nurture, and convert high-value clients while you focus on serving them.
introducing the smartfirm system: your marketing, automated.
AUTOMATED LEAD FOLLOW-UP
Instantly engage every new lead with intelligent, multi-step communication that nurtures them until they’re ready to talk, so no opportunity ever goes cold.
A Website that Converts
We transform your online presence from a simple brochure into a lead-generation machine that works for you 24/7, capturing visitor information and booking appointments automatically.
AUTOMATED
REVIEWS
Positive reviews are essential for online credibility & asking for them takes time. ReviewGenie AI™ handles all of that for you. More reviews mean better search rankings, more trust from prospects, and more clients choosing your firm.
A Unified & Simple Platform
All your leads, conversations, and appointments are managed in one simple, organized place. No more messy inboxes or Post-it notes.
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
Your Path to a Smarter Firm in 3 Simple Steps
Book Your Free
Strategy Call
Schedule a no-obligation call to analyze your current process and identify your biggest growth opportunity.
we build your system
Our team implements the technology and automates your entire workflow, from lead capture to appointment setting.
Get Predictable Leads
Watch as qualified prospects book directly into your calendar. Focus on consultation and closing, not chasing.
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
$149/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
One-month subscription included
White glove onboarding
24/7 Real-human tech support
Unlimited Users
Unlimited Contacts
SmartFirm Growth Plan
$1999/mo
+$3999 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
Unlimited Users
Unlimited Contacts
SmartFirm Elite Plan
$3499/mo
+$9999 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
Unlimited Users
Unlimited Contacts
* Meta Ads strategy and management services are included, however we recommend budgeting $600-1000 per month for advertising fees.
Our Pricing Plans
LAUNCH NOW
$1,499
Per Year
$499 One-time setup fee
Choose our standard package for a budget service that is still amazing, still has everything you need to get going, but costs a bit less.
AI Listing Manager
AI Chatbot for the website
AI Review Management with Website Widget to showcase new reviews
Social Media Scheduling Tool
Customizable Funnels & Automations
Centralized Message Center
One-month subscription included
White glove onboarding
24/7 Real-human tech support
Unlimited Users
Unlimited Contacts
GROWTH
Get everything you need for a modern, professional service.
Everything in SmartFirm Launch Plan
Voice AI to answer your phone, make appointments and route calls
AI SEO Optimization
One-month subscription included
White glove onboarding
24/7 Real-human tech support
Unlimited Users
Unlimited Contacts
ELITE
Ideal for larger businesses looking for a complete integration of all our services in order to scale quickly.
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
Unlimited Users
Unlimited Contacts
* Meta Ads strategy and management services are included, however we recommend budgeting $600-1000 per month for advertising fees.
We encourage all of our customers to start with the Launch Plan, once that is proven to work for you we can upgrade as needed.
IF YOU STILL HAVE
Questions...
ARE THere additional costs?
SmartFirm 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 For?
SmartFirm 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 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 system 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 Launch?
To some extent that will depend on your subscription plan. SmartFirm includes everything you need to attract more clients, boost your reputation, and grow your firm on autopilot. When you sign up, we’ll:
-- Help you register for A2P so you can have an automated phone and SMS system.
-- 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?
Stop the guesswork. Stop wasting billable hours on marketing that doesn't work. Let's build a reliable, automated system that brings you a steady stream of ideal clients.
The All-in-One Client Acquisition System for Accountants.
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