Price: $3,500 now. $5,000 on May 1.  5 spots per month. 3 already taken for May.

For CPA and tax advisory firms

They googled you.
They chose
someone else.

You have 15+ years of expertise and a referral reputation that could fill your pipeline for years. But the next generation of ideal clients will find you on Google first. Right now, what they find doesn't match what you're worth. I fix that in 90 days, 4 hours of your time, guaranteed results or your money back.

Real client result · Hargrove Tax Partners · Austin TX
4x
Qualified inbound in 9 months
68%
Read content before first call
3
New family office relationships
90
Days to first results

"The right people now show up already understanding how we work. The wrong ones self-select out before we ever speak."

Richard Hargrove, CPA · Managing Partner · Founded 1998
4x
Qualified inbound increase
68%
Pre-read content before calling
90d
To guaranteed results
4h
Total time required from you
$0
If results don't happen. Full refund.
The problem nobody talks about

Your reputation earns referrals.
Your online presence loses them.

A referred prospect googles you before they call. In the next 90 seconds, they decide whether you're worth the conversation. Most CPA firms fail that test. Not because of the work, but because of what they show.

01
The silent lost client

Prospects who could have been ideal clients find someone else first. They never called. You never knew they existed. This happens every single month at your current fee level.

02
The referral credibility gap

Your referrer says you're exceptional. Your LinkedIn says you're generic. The prospect hesitates. That gap between your reputation and your presence is costing you clients you earned.

03
The single-channel risk

Your entire pipeline depends on a handful of people. One relationship ends, one partner retires, one referrer changes firms. Your pipeline dries up overnight. This is fragile.

What changes in 90 days

Today: the referral-only trap
Referred prospects arrive skeptical. Your LinkedIn doesn't match what they heard about you
You spend the first 30 minutes of every meeting selling yourself instead of solving their problem
Competitors with weaker expertise but stronger online presence win clients you never heard about
Your best thinking exists only in client meetings. Invisible to anyone who hasn't already hired you
Your growth is capped by how many rooms you can personally walk into
90 days from now: the positioned firm
Referrals arrive pre-sold. They've read your posts and arrive already trusting your expertise
First meetings start at scope, not credibility. You skip the 30-minute trust-building entirely
Inbound arrives from people who found you independently and already know you're the right choice
Your methodology is published and compounding. Working for you 24 hours a day, 7 days a week
You have two growth channels. The referral dependency risk is gone
Client result · Tax advisory · Austin TX
A 24-year CPA firm.
4x qualified inbound.
11 months.

Hargrove Tax Partners had an exceptional 24-year track record and a website that listed services and a phone number. Here is what happened when we fixed the gap.

LinkedInPositioningContent
4x
Qualified inbound increase within 9 months
Pre-qualification
68%
Had read content before their first call
New relationships
3
New family office relationships in year one

"I had been doing this for 24 years and never thought about positioning once. The right people now show up already understanding how we work, and the wrong ones self-select out before we ever speak."

Richard Hargrove, CPA · Managing Partner, Hargrove Tax Partners · Austin, TX · Founded 1998
Take the free assessment

4 hours.
90 days
of results.

You share your documents, I interview you in depth, and you approve two things along the way. No writing, no strategy sessions. Just the results at day 90.

The Expertise Sprint is a single fixed engagement at $3,500. No retainer. No obligation. If you want to continue after the sprint, we discuss it at day 90 once you've seen the numbers.

Step 01
30 min prep + documents
You share your materials

Before we meet, you send me any useful context: past proposals, client testimonials, case studies, your bio, anything that shows how you work. I review everything so the interview goes deeper from minute one.

Step 02
90 min deep interview
The in-depth extraction session

One recorded interview. I have read your materials so I can ask the questions nobody else asks. Best clients, real methodology, the mistakes you prevent, the situations only you can handle. This is where everything comes from.

Step 03
15 min to review
I build your positioning

Your ICP defined. Core narrative written. LinkedIn rewritten to lead with your thinking, not credentials. Delivered in 7 days. You review in 15 minutes.

Step 04
2 min per post
I write and publish your content

12 posts built from the extraction. Your exact voice. Your real expertise made visible. You approve each in 2 minutes. I schedule and publish.

Step 05
0 min of your time
You receive the results report

At day 90, I deliver the full results: profile views, inbound messages, new conversations, referral quality shift. The inbound has already started. You didn't write a word.

The Expertise Sprint
Everything
done for you.

Here is every deliverable and what each piece costs separately. Total if bought separately: $9,500. Your price until May 1: $3,500.

01
90-minute expertise extraction

One recorded interview. I ask. You talk. I extract everything that makes clients refer you. You prepare nothing.

$1,500 separately
02
Positioning brief and LinkedIn rewrite

ICP defined. Core narrative written. Full LinkedIn rewritten to lead with your thinking, not a job description. 7 days.

$2,000 separately
03
12 LinkedIn posts, written and published

Your real tax expertise as strategic content. Posts that pre-qualify prospects before they call. You approve in 2 min. I publish.

$3,500 separately
04
Referral network brief

One email your referrers use to describe you precisely. Immediately improves referral quality and conversion rate.

$1,000 separately
Bonus
Positioning gap audit video

A 15-minute Loom of exactly why your current LinkedIn and website are failing to capture your referral reputation.

$1,000 separately
Bonus: before May 1
30-minute live LinkedIn audit call

I review your LinkedIn live and identify the three specific things costing you the most visibility. Yours regardless of whether we proceed.

$400 separately
5 spots per month · 3 already taken for May
$3,500$9,500

Two new engagements at your average fee pays back 16x this investment. One new client covers it 8x over. Rises to $5,000 on May 1. Full refund if results don't happen.

Book a call. 20 min, free. Take the free assessment first → No commitment · Price rises May 1 · Full refund guarantee
The guarantee

Results in 90 days
or every dollar
comes back.

Most agencies hide behind "content takes time." I don't. My guarantee is written into the engagement agreement. If you don't hit both benchmarks in 90 days, you get every dollar back. No negotiation.

Measurable increase in LinkedIn profile views within 90 days of content going live
At least one inbound enquiry from someone completely outside your existing network
If either benchmark is missed. Full $3,500 refund, no questions, no partial credit
Not "let's do one more month." The full amount, returned immediately
Why I can offer this
I only take clients I know I can win for.

I've done this extraction work for years. I know exactly what good positioning does to inbound within 90 days. Before I take you as a client, I run a 20-minute diagnostic to confirm I can get results. If I can't, I tell you honestly and refer you elsewhere. The guarantee isn't a marketing gimmick. It's how I keep my acceptance rate high and my refund rate at zero.

What clients say
The work speaks
for itself.

"I had been doing this for 24 years and never thought about positioning once. The right people now show up already understanding how we work, and the wrong ones self-select out before we ever speak."

RH
Richard Hargrove, CPA
Managing Partner · Hargrove Tax Partners · Austin, TX

"The extraction session was unlike anything I'd done before. She pulled out things I've been doing intuitively for 15 years and turned them into content that actually explains why clients choose us over anyone else."

MC
Matthias C.
Managing Partner · Tax Advisory · Washington DC

"Within 60 days, referred prospects were arriving having already read three of my posts. The first meeting changed completely. We spent the whole time on their situation, not on who I am."

LB
L. Beaumont
Senior Partner · Boutique CPA Firm
The return

One new client.
8x back.
Day one.

If your average engagement is worth $28,000 and we generate one new inbound client, you've already returned 8x your investment. The content keeps compounding. The cost is one-time. The return never stops.

The math. CPA firm, average engagement $28k
Average engagement value$28,000
New inbound engagements, year one2
New revenue generated$56,000
Your investment$3,500
Return in year one16x
Cost in year two$0
Is this for you?

Right fit. Wrong fit.

This is for you if
You run a CPA or tax advisory firm with 1 to 15 professionals
You have 10+ years of proven tax expertise and strong referral reputation
Your average engagement value is $15,000 or more
You grow through referrals but want a second reliable channel
Your LinkedIn and website don't reflect the calibre of your work
You want qualified inbound from people who already understand your value
This is not for you if
You are a solo bookkeeper or generalist tax preparer
You have been in practice less than 5 years
You want to write your own content and just need a strategy document
Your average engagement is under $10,000
You want results in under 30 days
You are not willing to do one 90-minute recorded interview

Questions
answered
plainly.

If the answer you need is not here, the 20-minute call will cover it. No commitment required.

Is this just content creation?
No. Content is the output. Expertise extraction is the actual work. We spend the first session understanding exactly how you think, who you're genuinely for, and what makes you the obvious choice over everyone else. Content without positioning is just noise. It makes you look busy, not authoritative.
Do I have to post constantly to make this work?
No. You approve 12 posts across 90 days about 2 minutes per approval. I write every word, schedule every post, and handle publishing. One well-positioned post per week does more than daily generic content. We're building a precision inbound engine, not a content treadmill.
We already have a website and LinkedIn. Why isn't it working?
Presence is not the same as position. Most CPA websites list services competently. They don't demonstrate judgment, philosophy, or why a serious client should choose you over the four other firms on their shortlist. Your website describes what you do. It needs to show why you specifically are the obvious choice for the client you actually want.
What happens in the 90-minute extraction session?
I interview you. You talk about your best clients, your methodology, the mistakes you've saved clients from, the situations only you can handle. No preparation required. The session is recorded and transcribed. That transcript becomes the foundation for your positioning brief, your rewritten profile, and all 12 posts. Everything comes directly from how you actually think.
Is there any ongoing commitment after the sprint?
None. The Expertise Sprint is a fixed single engagement at $3,500. At day 90 I deliver the results report. If you want to continue working together, we discuss it then. The decision is entirely yours and made with 90 days of real data in front of you.
Why does the price go up on May 1?
I take 5 clients per month maximum. As demand increases and the process gets more refined, the price reflects that. The $3,500 is locked only for clients who book before May 1. After that, the same engagement is $5,000. The guarantee stays exactly the same regardless of price.
Not sure yet?

Find out your
exact score
in 4 minutes.

10 questions. Instant personalised diagnosis of exactly where your positioning is failing and what it is costing you in clients you never knew were available.

Take the free assessment →

"One of the strongest closes I know is an assessment. Instead of 'here's my offer,' you say: 'I'm not sure yet if I can help. Go through these questions and we'll see what's really going on.' That's how doctors work. Tests first, treatment second."

Daniel Priestley
Your Visibility Gap Score
10 questions · 4 minutes · Free · Instant result
Limited to 5 firms per month

Stop losing
clients you
never see.

Every month you wait, a prospect who would have been a perfect client finds someone who looks clearer online. The work doesn't change. The visibility does. 90 days. 4 hours. Guaranteed or your money back.

What you get
WhatExpertise Sprint extraction + positioning + 12 posts + referral brief + audit video
Your time4 hours across 90 days — prep, interview, and approvals
GuaranteeFull $3,500 refund if results don't happen no questions asked
Spots5 per month maximum. 3 taken for May.
Price now$3,500

No commitment on the call · I'll tell you honestly if I can help · Price rises May 1