How it works
Three steps. The first one is free.
Working with us has three steps. First, a free audit of your website, phones, careers page and intake. Second, a build of two to three weeks for the pieces you choose, which you approve before launch. Third, we run it, tune it through the season, and report monthly. Pricing is scoped on a call.
The steps
Audit, build, run.
- Week 0 · free
Audit
We review your website, phones, careers page and intake, and write up where the hours are going.
We look at your website speed and mobile experience, how calls and inquiries are handled, your careers page and job posts, and how intake works today.
You get a short written summary with where we'd start and why.
- 2–3 weeks
Build
We set up the pieces you choose, written in your firm's voice and following your policies. You approve everything before launch.
We build only the pieces you choose. Copy is written in your firm's voice and follows your policies for intake, scheduling and client communication.
Nothing goes live until you've reviewed and approved it.
- Every month
Run and report
We keep it running, tune it through the season, and send a short report each month.
We keep everything running and adjust it as the season changes, for example before and after the filing deadline.
Each month you get a short report on what happened and what we changed.
Pricing
Scoped on a call, not from a menu.
Pricing is scoped on a call, based on which pieces your firm needs. There are no fixed packages. Book a 20-minute call and we'll talk through what would help most.
Questions
Common questions.
Yes. The audit is a review of your website, phones, careers page and intake, with a written summary of where we'd start. There's no obligation to build anything.
Access to the accounts we're setting up, such as your website or Google Business Profile, your firm's policies for intake and scheduling, and time to review and approve the copy before launch.
No. You review every page, message and script before launch, and we change what you don't like.
Firms need different pieces. A three-person tax practice and a 30-person firm with an advisory team need different things. We scope the price on a call once we know what you need.
Next
Keep going.
- HireCareers pages, Google job posts, instant applicant follow-up, referrals.
- Free up timeAI front desk, client intake, document and proposal follow-up.
- GrowAdvisory-first website, Google reviews, local and AI-search visibility.
- Hear a sample callA recorded AI receptionist call and our chat agent. Labeled as a demo.
- Get the free auditSpeed, mobile, careers page and contact visibility, checked in about a minute.
Find the hours your firm is missing.
Book a 20-minute call
We'll go through hiring, phones and growth at your firm and suggest where to start. Pricing is scoped on the call.
See open timesOr get the free audit
Speed, mobile, careers page, contact visibility and structured data, checked in about a minute.