Done-For-You Services

Everything Your Firm Needs
to Grow With Confidence

From a complete technology setup to full marketing management, we build the systems that bring clients to your firm — and we do the heavy lifting so you don’t have to.

Service 01

Full Technology Stack Setup

We build and configure everything your firm needs to attract leads, manage them through a pipeline, close deals, take payments, send contracts, and book appointments — all connected and ready to run from day one.

Most firms use a patchwork of disconnected tools that don’t talk to each other. We change that entirely. We design and set up a single, cohesive technology ecosystem built specifically for accounting, bookkeeping, tax, and advisory firms — so every part of your client journey works seamlessly from the first touchpoint to the signed agreement.

Website setup — we set up a professional, functional website ready to convert visitors into enquiries. Want something more bespoke? Upgrade to our custom-coded website service for a fully tailored build
Online booking page so prospects can schedule directly into your calendar
CRM with pipeline management to track every lead from first contact to closed deal
Phone system with SMS & power dialer — call and text leads directly from the platform and power through your call list efficiently
Automation workflows — we build and configure automated follow-up and nurture sequences tailored for accounting firms so no lead goes cold
Payment processing to send invoices and collect payments professionally
E-signature platform with your contracts loaded and ready to send
Up to 2,000 local business leads with phone numbers included — so you have a ready-to-work list from day one

Everything is set up, tested, and handed over fully operational. You don’t need to figure out how to connect tools or configure workflows — we handle all of it.

Your complete system — connected
🌐
Website
Functional setup — or upgrade to custom
Included
📅
Booking Page
Calendar-connected scheduling
Included
📊
CRM & Pipeline
Full lead management system
Included
📱
Phone, SMS & Power Dialer
Call & text from one inbox
Included
Automation Workflows
Follow-up & nurture sequences
Included
💳
Payments & Invoicing
Accept payments professionally
Included
✍️
E-Signature
Contracts loaded & ready to send
Included
🎯
Up to 2,000 Local Business Leads
With phone numbers — ready to work
Included
All set up, connected, tested, and handed over ready to use
Service 02

Marketing Strategy Blueprint

A custom-built, step-by-step marketing plan positioned around your business, your services, and your goals — designed so you can execute it without needing to learn or master marketing yourself.

This isn’t a course or a framework you have to decode. It’s a blueprint — your blueprint. We map out exactly which marketing channels make the most sense for your firm, how to leverage each one based on your specific services and the clients you want to attract, and how to run it all at the lowest cost possible.

The goal isn’t for you to become a marketer. The goal is to give you a clear, actionable plan that gets results — one you can hand off, follow, or build on — without guesswork and without overpaying.

A fully custom blueprint built around your firm, your niche, and your goals
Channel-by-channel strategy covering local business ads, LinkedIn, SEO, cold calling, and lead nurture & follow-up campaigns
Step-by-step direction on how to leverage each channel — no marketing expertise required to execute it
Lowest-cost tool and platform recommendations for everything in the plan
Positioned to deliver results whether you run it yourself or hand it to someone else
What your Blueprint covers
🎯
Niche & positioning for your firm Custom
📍
Local business ads strategy Step-by-step
💼
LinkedIn outreach & positioning Step-by-step
🔎
SEO for local & niche visibility Step-by-step
📞
Cold calling strategy & scripts Step-by-step
📧
Lead nurture & follow-up campaigns Step-by-step
💰
Lowest-cost tools for all of the above Included
Service 03

The CMO Package

We build an ultra low-cost marketing team inside your company — tied entirely to assets you own. Even if you ever stop working with us, the team and every asset they run stays dedicated to your firm.

This isn’t an agency relationship where you’re renting access to someone else’s team and infrastructure. We build a marketing function that lives inside your business — using assets you own, under your brand, managed by people dedicated to you. The moment you start, everything being built belongs to your firm.

At one flat monthly rate, we act as your Interim CMO — designing strategy, building the team around you, implementing campaigns across multiple channels, and optimising everything for performance. Managing multiple campaigns under this package will always be cheaper and more effective than having separate agencies running each one.

An internal marketing team built inside your firm — not an external agency you rent
All assets are yours — accounts, content, campaigns, and the team that runs them stay with you always
One flat monthly rate covering all active campaigns — no per-channel fees, no markups
Best practices implemented at every step at the most efficient cost possible
Requires a 6-month commitment — this is a real infrastructure build, not a quick fix
Everything included — at no additional cost
🌐
Custom-Built Website
Designed & built for your firm
Included
📊
Full Tech Stack Setup
CRM, booking, phone, payments & more
Included
🗺️
Digital Marketing Blueprint
Custom strategy for your niche & goals
Included
👥
Dedicated Internal Team
Built inside your firm, owned by you
Included
📢
Multi-Channel Campaign Management
All active campaigns under one rate
Included
📈
Ongoing Optimisation & Reporting
Performance tracked & improved continuously
Included
🔒 6-month commitment — everything built is yours to keep, forever
Service 04

Custom Coded Web Development

High-quality, fully custom-developed websites built to the highest standard — at a fraction of what you’d expect to pay. What used to require a large agency budget and weeks of back-and-forth is now accessible to every firm.

What would have cost over $20,000 to build can now be delivered at an incredibly competitive rate — without any compromise on quality, capability, or standard. Every site we build is fully custom-coded. No templates. No page builders. Just clean, professional work built specifically for your firm.

We deliver your site onto a hosting platform with a native AI built in — meaning any future changes, updates, or full redesigns can be made with simple natural language commands. No developer dependency. No waiting. No additional fees for small edits.

Fully custom-coded — no templates, no page builders, no shortcuts
Custom tools, calculators, and tax estimators available as optional add-ons
Highest standard of build at highly competitive rates — accessible to every firm
What used to cost $20,000+ is now within reach without compromising on quality
Hosted with a native AI — make future edits or full redesigns with simple commands
Mobile-optimised and built to convert — every page designed with your ideal client in mind
Fully yours — source code, content, and hosting account are delivered to you on completion
yourfirm.com
🏢
Tax Calculator (optional)
Fee Estimator (optional)
Booking Form
✦ AI-native hosting included
Make future changes — from copy edits to full redesigns — with simple natural language commands. No developer needed.
✏️
Fully Custom-Coded
No templates, no page builders — built from scratch for your firm
💰
Competitive Rates
What used to cost $20,000+ is now accessible to every firm
🔧
Optional Add-Ons
Custom tools, calculators & tax estimators available on request
🤖
AI-Native Hosting
Edit or redesign your site anytime with simple natural language commands

Not Sure Which Service
Is Right for You?

Book a free strategy call and we’ll help you figure out exactly what your firm needs to start growing — and what the most efficient path forward looks like.

Start for Free First