One Turnkey System. Better-Fit Enquiries. Less Technical Complexity.
A coordinated growth system for CPAs, bookkeepers, accounting firms, and tax professionals seeking better-fit corporate enquiries, modernized intake, stronger local-search foundations, and practical follow-up automation.
PACKAGE PRICING
A Complete Growth System With Clearly Defined Pricing
01
$4,800 Setup & Launch
One-time investment covering strategy, positioning, copywriting, platform build, local SEO foundations, booking, integrations, automation setup, testing, launch, and training.
02
$350 / Month
Managed growth and maintenance including hosting, software licences, database maintenance, technical care, and local SEO tracking.
03
5-Week Launch Plan
A structured delivery process moves from strategy and intake through build, copywriting, SEO, automation testing, launch, and team hand-off.
WHAT THE SYSTEM INCLUDES
From Local Discovery to Consultation, Follow-Up, and Retainer
High-Converting Web Architecture
Niche positioning, corporate-client messaging, responsive UX, service pages for Corporate Tax, Bookkeeping, Fractional CFO and Payroll, clear CTAs, and approved client-portal links.
Hyper-Local SEO Engine
Google Business Profile audit and optimization, local citations, appropriate schema markup, and location or niche landing pages targeting genuine service areas.
Mobile Consultation Booking
Google Calendar or Microsoft Outlook sync, pre-qualification questions, revenue and software intake, and a smooth mobile-first scheduling experience.
Follow-Up & Nurture Automation
Instant email or SMS confirmations, 24-hour and 1-hour reminders, lead routing, CRM syncing, and post-consultation follow-up for unsigned proposals.
Built for Quality Leads, Efficient Intake, and Long-Term Growth
“Accounting clients are not looking for visual noise. They need to understand your expertise, see that your firm fits their needs, and feel confident taking the next step. Every design and content decision should support that.”
TruWebz Studios Inc.
Turnkey Growth Partner for Accounting & Tax Firms
SYSTEM DELIVERABLES & TIMELINE
A Structured Five-Week Path From Strategy to Launch
| Phase | Timeline | Key deliverables |
|---|---|---|
| 1. Strategy & Intake | Week 1 | Positioning workshop, intake analysis, domain and portal setup. |
| 2. Build & Copywriting | Weeks 2–3 | Page architecture, conversion copy, calendar and CRM integration. |
| 3. SEO & Automations | Week 4 | Local schema, Google Business Profile tuning, SMS and email flow testing. |
| 4. Launch & Hand-Off | Week 5 | Quality assurance, domain go-live and team walk-through training. |
Build Your Firm Growth Engine
Share your services, current website if you have one, ideal clients, and what you want to improve. We’ll review the details and respond with practical next steps within one business day.
FIRM GROWTH ENGINE FAQ
Questions About the Package, Technology, and Ongoing Management
The one-time setup covers strategy, niche positioning, approved copywriting, responsive platform build, service architecture, local SEO foundations, booking, portal links, CRM and follow-up integrations, testing, launch, and team training.
It includes hosting, applicable software licences, database maintenance, technical care, and local SEO tracking. Any usage-based SMS, email, third-party software, paid advertising, or expanded content costs are confirmed in the final scope.
The $4,800 setup fee and $350 monthly plan are separate charges. Whether the monthly plan is required, its start date, minimum term, cancellation notice, renewal, migration assistance, post-cancellation access, and any taxes are stated in the signed proposal before work begins. Hosting, licences, maintenance, and tracking included in the monthly plan continue only while that plan remains active. Usage-based messaging, premium software, advertising, expanded content, and unusual third-party costs are separate unless expressly included.
Yes. Positioning, service architecture, qualification questions, proof, and enquiry paths are designed around better-fit corporate retainers, advisory work, specialized tax strategy, bookkeeping, payroll, or fractional CFO services.
Where technically suitable, we can connect or link approved tools such as ShareFile, Canopy, Drake, QuickBooks, Google Calendar, Microsoft Outlook, Airtable, GoHighLevel, or HubSpot after reviewing permissions, privacy, security, and plan limits.
No ethical provider can guarantee rankings, map-pack placement, leads, revenue, or signed clients. Results depend on your market, competition, location, offer, reputation, responsiveness, approvals, and ongoing investment.
The monthly plan includes the licences listed in your signed scope. Usage-based messaging, premium CRM tiers, paid apps, advertising spend, and unusual third-party fees are disclosed separately before activation.
Ownership and licence terms are documented in the service agreement. Your firm retains its business data and approved original content; third-party platforms and licensed assets remain subject to their own terms.
The target is five weeks. Delays in questionnaires, content approvals, credentials, portal access, domain changes, compliance review, or third-party integrations may extend the launch date.
Choose the agency that best fits your goals, market, website condition, internal resources, and required pace, not the one making the loudest ranking claim. Compare diagnosis, proposed priorities, team access, reporting, contract terms, and relevant evidence.
Review its website and relevant work, request a sample audit or reporting format, speak with the delivery team, verify references, and ask how it handles access and account ownership. Confirm that recommendations follow Google Search Essentials and do not depend on hidden or risky tactics.
Look for examples showing the starting problem, work completed, timeframe, constraints, and business outcome. Treat isolated ranking screenshots carefully; stronger evidence includes Search Console trends, qualified leads, revenue contribution, technical improvements, and client references.
Give the agency access to the right data and decision-makers, respond to approvals promptly, and share business priorities, sales feedback, seasonality, and customer questions. Agree on responsibilities and review priorities regularly so strategy and implementation stay aligned.
An agency provides broader specialist coverage and flexible capacity, while an in-house team offers daily business context and faster internal coordination. Many growing companies use a hybrid model: an internal owner sets priorities while an agency supplies technical, content, or strategic depth.