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Most Popular Package

QuickStart Automation Package for CPA firms, live in weeks.

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.

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QuickStart Package Pricing

$1,200/mo
Monthly retainer
$14,500
One-time setup

Includes all six foundational services below, configured and integrated for your firm. No hidden costs, no per-seat fees.

Six foundational services, one package

  1. 01

    Foundation Setup

    Strategy, integration planning, and configuration of your complete automation stack. We map your workflows, set priorities, and build the architecture. Setup: $3,500.

  2. 02

    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. $199/mo plus $299 setup.

  3. 03

    Website Design and Full Tracking

    A modern, conversion-optimized website with complete analytics tracking, built specifically for accounting firms. SEO-ready from day one. $150/mo plus $9,000 setup.

  4. 04

    Automated Review Generation

    Automated review request workflows that encourage satisfied clients to share their experience on Google, building your reputation without manual effort. $199/mo plus $1,000 setup.

  5. 05

    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. $350/mo plus $750 setup.

  6. 06

    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. $250/mo plus $500 setup.

Up and running in weeks

  1. 01

    Week 1: Discovery and Strategy

    We audit your current tools, map your workflows, and design the automation architecture tailored to your practice.

  2. 02

    Weeks 2 to 3: Build and Configure

    We build your website, configure email and SMS workflows, set up your Google Business Profile, and integrate your review automation system.

  3. 03

    Week 4: 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.

Book Your Discovery Call