Skip to content
See if your firm is a fit
For US CPA and EA-led firms offering paid tax planning

20 qualified tax planning meetings in 90 days, guaranteed.

We run the marketing for your tax firm to bring in business owners looking for paid tax planning.

We contact and qualify each inquiry before anyone is booked on your calendar.

See if your firm is a fit

Answer a few questions about your firm. If it fits, you pick a time straight away.

In their own words

Hear from clients
I've worked with.

Hear directly from Financial Sales Insider clients.

EvanFinancial Sales Insider client
PauloFinancial Sales Insider client
ZachFinancial Sales Insider client
Eric MoniesFinancial Sales Insider client

The messages they sent me

$100K

Annual deal closed
Ryan

5 of 7

Calls closed in one week
Connor

12 clients

In a record month
Cole

More client results
How it works

How we work
with your firm.

Financial Sales Insider runs the marketing. Your firm runs the tax planning meetings.

Step 01

Your firm

We start with the planning services you offer and the business clients you want. We also discuss how much new work your firm can take on.

We'll go through the planning work you want more of and who handles new inquiries at your firm.

See if your firm is a fit
Johnny Logan
Johnny Logan, Founder

You'll speak
with me.

I'm Johnny Logan, founder of Financial Sales Insider. I have 10+ years of experience and I've reviewed hundreds of sales call recordings, so our marketing is built to bring you business owners who are ready to buy tax planning.

When we speak, we'll go through the planning work you want more of, who handles those meetings, and whether your firm has room for new clients.

10+ yearsExperience
100sSales call recordings reviewed
Your firm

Who this suits.

This is for established US CPA and EA-led firms already selling paid tax planning. You'll need someone to conduct the meetings and capacity to take on new business clients.

Questions

Before you book.

How do you check an owner before booking?

We contact and qualify each inquiry against your written criteria before anyone is booked on your calendar.

What if you don't reach 20?

If you have fewer than 20 qualified meetings after 90 days, we keep booking until you reach 20.

What do you handle?

We run the marketing that reaches business owners looking for paid tax planning. We contact and qualify each inquiry before anyone is booked on your calendar.

Who conducts the tax planning meeting?

Your firm does. You assess the business owner's needs, explain your service, and decide whether to take them on.

Who is this for?

Owners and partners of established US CPA and EA-led firms that already sell paid tax planning and have room for new business clients. Firms that only do tax prep are not a fit.

Guides

Read the guides.

Tax firm growth guides cover finding planning clients, running the meeting and pricing the work. Tax planning clients by state covers Texas, California, New York, Illinois and Florida.

Let's talk about the planning
clients your firm wants.

See if your firm is a fit

Answer a few questions about your firm. If it fits, you pick a time straight away.

Client result