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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.

Our team contacts and qualifies them so you don't waste time on the wrong leads, then books them 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.

These testimonials are from my sales coaching work with agency owners.

Evan
PauloStarbornAI
Zach
Eric MoniesOnlineBizBuilders
The messages they sent me

Messages from my
sales coaching clients.

$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 enquiries 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.

Price and guarantee

The offer.

What it costs

$3,000 a month. This is the management fee. Ad spend is separate, and your firm funds it directly. The term is 3 months.

What counts

A qualified meeting is one where a business owner we've qualified books onto your calendar and shows up.

If we fall short

If you have fewer than 20 qualified meetings after 90 days, we keep booking with no further monthly fee until you reach 20.

Questions

Before you book.

What does it cost?

$3,000 a month. This is the management fee. Ad spend is separate, and your firm funds it directly. The term is 3 months.

What counts as a qualified meeting?

A qualified meeting is one where a business owner we've qualified books onto your calendar and shows up.

What if you don't reach 20?

If you have fewer than 20 qualified meetings after 90 days, we keep booking with no further monthly fee until you reach 20.

What do you handle?

We run the marketing that reaches business owners looking for paid tax planning. Our team contacts and qualifies them so you don't waste time on the wrong leads, then books them 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.

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

Original client message