During the over 35 years in our collective accounting and
bookkeeping businesses, we discovered that to achieve success in
growing our client base and incomes at low cost, we had
to think outside the box of canned, recycled services and programs being offered
which was consuming a large amount of our marketing budget, with
This forced us to decide to get busy learning, how to
do it ourself, growing our business
hassle free, beyond the hype, without committing any more
investment into programs that don't work anyway.
To do this we attended numerous workshops and seminars in Canada and
the USA, that was supposedly offering a better way to get clients
for accounting and bookkeeping businesses.
We immersed ourselves in reading books and materials on the
However, This learning time investment, allowed us to use all the collective and collected information and
ideas gathered during the learning years, and taking available
marketing seminars, we were able to selectevily customize and apply
some of the ideas and
knowledge gathered and create a Client Acquisition Marketing and
Leads Generation system, that works.
It worked so well, we were able to develop, workable
systems and techniques that allowed us to build and sell our
bookkeeping businesses with between 400 to 700 clients.
With this type of proven success, we decided to package what we know
and bring accountants looking for more clients, a low cost, workable
solution that would allow them to easily generate
2-5 qualified leads per week
or more and
1-2 new clients per month and much, much more.
Prior to the roll-out, we added an internet marketing specialist, a
software programmer and a team of web designers to help us add
customized landing Page Webs and Welcome videos fast, to the
business profile of accountants.
We are all full time dedicated to our Mission.
To Disrupt and Change the way Accountants get clients and providing customized
managed services and support to their business process management tasks and the client
service management functions.