FOR CPA FIRM OWNERS WITH 5–10 EMPLOYEES

Your Firm Is Leaving $200,000 on the Table Every Year.

And it’s not because you’re bad at accounting. It’s because you’re running your firm on manual processes and hoping the right clients find you. We fix both in 90 days.

No contracts. No retainer lock-ins. If we don’t save your firm 50 hours/month and bring in 1 qualified lead within 4 months, we work for free until we do.

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The Real Problem Isn't The Market. It's The Model.

Most CPA firms are stuck in the same trap: 80% of revenue hits in tax season, the slow months feel like survival mode, and every new client requires manual effort your team doesn’t have capacity for.

Meanwhile, the clients you actually want — long-term, high-value businesses — are choosing other firms. Not because those firms are better. Because they showed up first, looked more credible, and responded faster.

Here’s what that costs you every year:

10 hours/week lost to manual tasks your software should handle = 520 hours/year
At a conservative $150/hr billing rate, that’s $78,000 in lost billing capacity
Add 2 missed high-value clients per year at $60k lifetime value each — that’s $120,000 gone
Total: over $198,000 left on the table annually. Every year you don’t fix it.

This Is For You If…

You own a CPA firm with 5–10 employees and feel like growth has flatlined
Your team is buried in repetitive tasks that eat into client-facing time
You’re making good money in tax season but the slow months feel uncomfortable
You’ve tried posting on social media but it felt like shouting into the void
You want high-retainer, long-term clients — not one-off tax returns

This Is NOT For You If...

You’re a solo practitioner with no plans to grow beyond yourself
You’re looking for a magic lead-gen tool with zero effort on your part
You’re not willing to implement systems or change how your firm operates

The Two-Part System That Fixes Your Firm.

Part 1: Fix The Inside

We audit your current workflows and identify exactly where your team is losing time. Then we build and install automated systems — for document collection, transaction categorization, bank reconciliation, and client onboarding — using industry-grade tools. We then train your team so they own and run these systems without depending on us.

Result: Your team reclaims 50+ hours per month. Your firm can handle more clients without adding headcount.

Part 2: Build The Outside

We build or rebuild your online presence to position you as the premium firm in your market — not just another accounting website. Then we build a lead acquisition system: SEO-optimized content targeting the exact searches your ideal clients make, a social media presence that builds trust before they call, and targeted outbound campaigns that put your firm in front of businesses that are already looking.

Result: Qualified prospects find you, trust you before they call, and come to the table already sold.

STEP 1

The Audit (Week 1)

We map your current operations, identify your top automation opportunities, and assess your online presence. You get a clear picture of exactly what’s holding your firm back and what we’re going to do about it.

STEP 2

Build & Install (Weeks 2–4)

We build your automation workflows, set up your systems, and either build or optimize your website. Everything is built to hand off — you own it, you run it.

STEP3

Launch (Month 2)

Your team gets trained on the new systems. We launch your content and outbound strategy. Your firm starts showing up where your ideal clients are already looking.

STEP 4

Grow (Month 3 onwards)

We monitor, report, and optimize. New clients start entering your pipeline. Your team is no longer buried. Your firm starts looking — and operating — like the premium firm you’ve always wanted it to be.

Your Dream Clients Have Already Started Choosing.

High-value business clients don’t pick an accounting firm on a whim. They go through a deliberate 3-stage process — and most CPA firms are invisible for all three.

Research Stage: They Google, read blogs, scroll LinkedIn, and ask peers for referrals. If you’re not showing up here, you’ve already lost.
Evaluation Stage: They narrow to 3–6 firms and compare websites, reviews, and LinkedIn profiles. A weak presence gets you cut before you even know they existed.
Decision Stage: They book calls with their shortlist. Respond late, look unprepared, or fail to demonstrate you understand their business — they’re on the phone with your competitor before the call ends.

IHW Advisory builds your presence and your systems so you show up at every stage, look like the obvious choice, and close faster.

Choose The Right Plan For Your Firm.

All plans are month-to-month. No contracts. Cancel anytime.

Foundation

$2,000 / month

Best for firms that need to fix operations first

Outcome: Reclaim 50+ hours/month. Build your credibility online.

Full workflow audit — top automation opportunities identified
2–3 automated workflows built & installed (doc collection, categorization, reconciliation)
SOPs + training resources — your team runs it themselves
Homepage redesign or CRO optimization
2 SEO blog posts/month • Google Business Profile setup & optimization

BEST VALUE

Growth

$5,000 / month

Best for firms ready to build a consistent lead pipeline

Outcome: Automated ops + a full marketing machine generating qualified leads monthly.

Everything in Foundation
Up to 5 automated workflows
Full website build (up to 5 pages)
4 SEO blog posts/month
Social media management — 3x/week on LinkedIn & Facebook
Targeted outbound campaign — list building, copy, and execution
Monthly 60-min strategy call

Dominance

$9,000 / month

Best for firms ready to become the go-to firm in their market

Outcome: Full-stack ops + marketing. You become impossible to ignore.

Everything in Growth
Up to 8 automated workflows + full SOP library
Value-based pricing transition strategy + proposal templates
6 SEO blog posts/month
5x/week LinkedIn & Facebook + 3x/week Instagram & X
Active outbound campaign management + monthly performance report
Quarterly 90-min roadmap session
Priority support — 48hr response SLA

The IHW Guarantee.

If we don’t save your firm 50 hours/month and bring in 1 qualified lead within 4 months — we work free until we do.

No contracts. No retainer lock-ins. No hidden fees. You can cancel any month. We keep our clients because we deliver results — not because we trap them.

Frequently Asked Questions.

Do I need to be tech-savvy to use the automation tools?

No. We select tools that are intuitive for accounting teams, build the workflows ourselves, and provide full training resources and SOPs. Your team learns the new process — they don’t need to know how it was built.

How is IHW Advisory different from a regular marketing agency?

Most marketing agencies know marketing. They don’t know accounting. We’ve built IHW specifically around the CPA industry — your client’s buying behavior, your firm’s operational challenges, and the competitive landscape you operate in. We’re not applying a generic playbook.

What if we already have a website?

We audit it first. If it’s converting well and representing your firm professionally, we build on top of it. If it’s hurting your credibility, we tell you exactly why and give you the option to rebuild.

How long before we see results?

Operational improvements start in the first 30 days — your team will feel the difference immediately. Marketing results (leads, search visibility) typically begin materializing by month 2–3. The guarantee covers month 4 as the measurable milestone.

What does 'done-with-you' mean exactly?

We build everything and hand it off. You own the systems, the website, the workflows. We guide your team through implementation and train them to run it. You’re not dependent on us to operate — we set you up to scale on your own terms.

Can we start with Foundation and upgrade later?

Yes, and that’s the recommended path for most firms. Start with Foundation, fix operations, see the results, then move to Growth when you’re ready to activate lead generation. Upgrading is seamless.

Is there a setup or onboarding fee?

There is a one-time onboarding fee of $750 across all tiers. This covers the initial audit, workflow mapping, and setup time in week one. It’s also a mutual filter — clients who invest in onboarding are serious about results.

What happens if we want to cancel?

You cancel with 30 days notice. No penalty, no fine print. The systems we build belong to you — you keep everything.

Your Firm Is One System Away.

Every month you stay in the same cycle is another month of tax-season dependency, manual work your team shouldn’t be doing, and qualified clients choosing someone else. The firms that will dominate their local markets over the next three years are the ones building their systems and their presence right now.

The audit is free. The call is 30 minutes. The downside is zero.

No contracts. No risk. If we don’t deliver — we work free until we do.