Get found first on AI search, convert more enquiries into clients, and build a pipeline that doesn't depend entirely on who you know. With a revenue system built for financial services professionals.
110+ service businesses scaled · $70M+ tracked client revenue · Google & Meta certified partner
What's bleeding revenue
Your best clients came from someone who recommended you. That's great, until that contact retires, moves firms, or stops referring. You have no inbound system running alongside word of mouth. When the referrals slow down, there's nothing to catch you.
SMB owners looking for a new accountant or broker don't cold-call firms anymore. They ask Google. They ask ChatGPT. They check reviews. If you're not showing up in those answers, you're not being considered, even if you're better than whoever they find.
Someone fills your contact form and hears back two days later. In financial services, trust starts at the first touchpoint. A slow reply signals how the relationship will run. You lose the client before you ever speak to them.
Your calendar is jammed in March and April. July is half empty. You're running your practice reactively instead of building a pipeline that smooths out the peaks and fills the troughs.
You've spent years building your expertise. The problem isn't your capability. It's that the people who need you most can't find you, and the ones who do don't always hear back fast enough.
The work, for real
Sarah runs a bookkeeping and accounting practice in Brisbane. Three staff, 60-odd SMB clients, solid reputation built over eight years. Here's what her client acquisition looked like before we worked together.
Here's what we built
Sarah's practice now appears when SMB owners ask ChatGPT, Perplexity, or Google AI for accountants and bookkeepers in Brisbane. Her competitors are still optimising for page one of Google. She's already in the next channel.
A trust-first site designed for how financial services clients actually vet providers. Credentials, client industries, process, and proof front and centre. A clear call to action on every page.
Every enquiry, follow-up, and nurture sequence in one place. E-signatures for engagement letters. A product library that makes onboarding proposals fast to generate. Automated reminders so nothing slips.
The moment someone submits a form, an automated SMS goes out within five minutes. Day 2 and day 5 follow-ups run automatically. Sarah responds when there's a real conversation to have.
For people who enquire but aren't ready to switch yet, a monthly touchpoint sequence keeps Sarah top of mind. When they're ready, in two months or six, she's the one they call.
Targeting small business owners in Brisbane and SE QLD. Tracked from first click to signed engagement.
Sarah is a composite of our financial services clients. The stack is real. The numbers are our average. Your version gets designed around how your practice actually wins and onboards clients, not a template.
Certified partners
Month-to-month after the 90-day build. Leave with 30 days notice.
Every dollar tracked from ad spend to closed sale. No vanity metrics.
Lead quality metrics reported alongside lead count every month.
AU and US business hours. Named account lead. Not a ticketing system.
If your AI follow-up and pipeline aren't live 14 days after kickoff, your first month is on us. No small print.
01
Your current setup gets audited. You walk out knowing exactly where revenue is leaking.
02
Your system gets designed around your business. Built, not templated.
03
Live within 2 weeks. Measurable results within 90 days.
