QuickStart Automation Package for CPA Firms
The QuickStart automation package for accounting firms bundles the foundational systems every practice needs: automated lead follow-up, streamlined client onboarding, review generation, local SEO, and a marketing command center. Up and running in weeks, not months.
QuickStart Package Pricing
Includes all six foundational services below, configured and integrated for your firm. No hidden costs, no per-seat fees.
Six Foundational Services, One Package
Foundation Setup
Strategy, integration planning, and configuration of your complete automation stack. We map your workflows, set priorities, and build the architecture.
Local SEO and Google Business Profile
Optimize your Google Business Profile, build local citations, and rank for the searches your ideal clients make when looking for an accountant nearby.
Website Design and Full Tracking
A modern, conversion-optimized website with complete analytics tracking, built specifically for accounting firms. SEO-ready from day one.
Automated Review Generation
Automated review request workflows that encourage satisfied clients to share their experience on Google, building your reputation without manual effort.
Professional Email and SMS Workflows
Automated lead follow-up, client onboarding sequences, appointment reminders, and nurture campaigns. Your firm stays top of mind without manual effort.
Marketing Command Center
A unified dashboard where you see pipeline activity, lead sources, email performance, and review status. Real-time visibility into what is working.
Up and Running in Weeks
Discovery and Strategy
We audit your current tools, map your workflows, and design the automation architecture tailored to your practice.
Build and Configure
We build your website, configure email and SMS workflows, set up your Google Business Profile, and integrate your review automation system.
Launch and Train
Everything goes live. We walk you through the marketing command center, train your team on any manual touchpoints, and begin monitoring performance.
Ready to Get Started?
Book a discovery call and we will walk through how the QuickStart package maps to your firm's specific needs. No commitment, no pressure.