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

Local Authority SEO Plan

A done-for-you SEO strategy built specifically to rank your accounting firm at the top of Google Maps and local search results — so your next client finds you before they find anyone else.

Most accounting firms have no local SEO strategy at all. Those that do rarely have one built around how accounting clients actually search. We fix that — with a complete, done-for-you plan covering your Google Business Profile, your website, and the authority signals that tell Google you're the leading firm in your area.

This isn't a course or a checklist you have to decode. It's a fully managed strategy — researched, implemented, and reported on by our team, so you can focus on serving clients while we work on making sure the right people can find you.

Google Business Profile optimisation — fully set up and managed for local search dominance
Local keyword strategy built around how accounting clients in your area actually search
On-page SEO applied directly to your firm's website — titles, structure, content, and technical signals
Citation building & authority signals — consistent listings across key directories that Google trusts
Monthly reporting on rankings, visibility, and traffic — so you always know where you stand
What your SEO Plan covers
Google Business Profile Optimised
Local keyword strategy Done-for-you
On-page SEO for your website Done-for-you
Citation building & authority Done-for-you
Monthly rankings & traffic report Included
Goal: rank #1 in your local area Primary
Service 03

Google Local Business Ads

Targeted Google Ads campaigns that put your firm directly in front of local business owners actively searching for accounting, bookkeeping, tax, and advisory services in your area.

Unlike referrals, paid search puts you in control. You decide who sees your firm, when, and in what context. We build, manage, and continuously optimise your campaigns so your budget goes toward leads that are ready to act — not browsers who were never going to call.

Every campaign is built specifically for accounting, bookkeeping, tax, and advisory firms — with ad copy written around how your ideal clients search, audience targeting built around their location and intent, and conversion tracking so you always know exactly where your leads are coming from.

Google Search & Local Services Ads setup — campaigns built from scratch and configured for your firm
Audience targeting by location, industry & intent — reaching business owners actively looking to hire
Ad copy written for accounting firm prospects — messaging that speaks directly to your ideal client
Conversion tracking & lead attribution — so you know exactly which ad generated each enquiry
Ongoing optimisation to reduce cost-per-lead — continuous improvement to get more from your budget
What your Ads package covers
Google Search Ads
Appear at the top of search results
Included
Local Services Ads
Google-verified placement for local firms
Included
Audience Targeting
Location, industry & search intent
Included
Ad Copywriting
Written for accounting firm prospects
Included
Conversion Tracking
Every lead attributed & tracked
Included
Ongoing Optimisation
Lower cost-per-lead over time
Included
Campaigns fully managed — from setup to ongoing optimisation
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.

Every site we build is optimised for Core Web Vitals and real-world performance from the first commit — because speed isn’t a nice-to-have, it’s a ranking signal and a conversion driver. Fast load times, clean code structure, and mobile-first design are built in as standard, not bolted on after the fact.

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
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
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
Performance-First
Optimised for Core Web Vitals and fast load times from day one
Service 05

Niche-Specific Lead Generation

A custom lead generation strategy built around exactly who your firm serves — not a generic approach applied to every accounting firm, but a plan designed for your specific niche clients.

Every accounting firm has an ideal client — an industry, a business size, a niche they serve best. Most firms market generically. We don’t. We build a lead generation strategy specifically around who your ideal clients are and how to reach them most effectively.

What that looks like depends on your niche. If you work with technology companies, we might run highly targeted Google and LinkedIn campaigns. If you work with oil and gas operators where the addressable market is finite and well-defined, we might build a curated prospect list and run a focused direct outreach campaign instead. The strategy fits the market — not the other way around.

Niche market research & ideal client profile — we map exactly who your best clients are and where to find them
Custom strategy selection — paid ads or direct outreach based on your niche size, search volume, and competitive landscape
Industry-specific targeting or curated prospect list building — reaching only the right businesses, not a broad scatter approach
Messaging written for your exact ideal client — copy that speaks to their world, their problems, and why your firm is the right fit
Ongoing reporting & optimisation — continuous improvement to find what resonates and double down on it
Strategy depends on your niche
Niche Research
Market size & reach analysis
Included
Ideal Client Profile
Industry, size & intent signals
Included
Paid Ads (if right fit)
Google, LinkedIn, industry-specific
Custom
Direct Outreach (if right fit)
Curated lists, cold email & calls
Custom
Niche-Specific Messaging
Copy written for your ideal client
Included
Reporting & Optimisation
Track what works, cut what doesn’t
Included
Strategy is determined after researching your specific niche — not before

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