Investment
Every engagement is built for accounting firms. Start with a no-cost Marketing Consultation, then choose the level of ongoing support that matches your goals.
First step
A focused conversation about your firm’s visibility, lead response, reviews, referral systems, and conversion path—followed by practical next steps.
Monthly support
Solo practitioners and small firms establishing consistent visibility.
$1,500/mo
Show up consistently, respond to leads instantly, and collect reviews automatically—without adding to your workload.
Organic social: 3 posts/week + daily stories
Two-platform content management
CRM lite: forms, first response, review requests
Monthly performance report
Firms ready to systematize client acquisition from first touch to signed engagement.
$3,000/mo
Your pipeline is captured, nurtured, booked, and followed up through one connected system.
Full AscendOS automation
Multi-step nurture, AI reception, booking, pipeline management
Funnel and landing page builds
Monthly email newsletter
Light paid social advertising; ad spend separate
Quarterly strategy session
Firms positioning themselves as the go-to practice in their market.
$5,000/mo
Build local authority, publish video, and run campaigns designed to attract advisory-ready clients.
Everything in Growth
Professional video and reel production
Google Ads + Meta Ads management; ad spend separate
Advanced SEO and AI-search optimization
Lead magnet campaigns
Monthly strategy calls
Firms that want an outsourced marketing function without hiring in-house.
$7,500/mo
Strategy, execution, creative, and marketing oversight—without the overhead of an internal department.
Everything in Authority
Multi-platform presence management
Priority turnaround on deliverables
Referral partner co-marketing programs
Fractional CMO-level oversight and strategic direction
À la carte
Month-to-month. No long-term contracts. If we stop delivering value, you can stop paying. That is how we prefer to work.
Book a no-cost Marketing Consultation and get a clearer view of where your firm is losing momentum.
Book a Consultation