Accountant
Launch your accounting practice with a trusted brand, professional website, and automated tools to attract and onboard clients fast.
Description:
This pack includes everything you need to start or modernize your accounting business: professional branding, a trust-building website, service menus, intake forms, pricing tools, email templates, and automation-ready lead-gen tools.
What's Inside This Kit:
- ✅ Done-for-you branding kit✅ Editable client-facing website (no coding needed)✅ Lead-generation landing page for tax and accounting services✅ New client intake + service selection forms (editable)✅ Pre-written emails, call scripts, and welcome messages✅ Package builder + pricing calculator for services✅ Canva templates for tax deadlines, tips + service promos✅ Google Business Profile setup walkthrough✅ Testimonial and social proof builder
Setup Time Required:
- This is a one-time setup. You’ll need 5–10 hours to customize your branding, pages, and delivery flow.
Easiness Of Set Up Rating:
⭐️⭐️⭐️⭐️Designed to be gentle and stress-free to set up — no tech experience needed
Marketing and Sales:
Build trust and visibility with a clear online presence. Use your website, Google Business Profile, and client reviews to establish authority. Includes referral-building scripts, follow-up email prompts, and a customizable first consult offer. Ask ChatGPT to draft a low-cost local campaign to help get your first 10 clients.
Also Inside You’ll Find:
- 🚀 Client onboarding checklist for accounting professionals
📄 Editable intake & engagement templates
🧰 Recommended accounting tools + booking systems
🎨 Canva templates for tax season reminders + promos
- 🚀 Client onboarding checklist for accounting professionals
What’s Not Included:
- 🚫 Accounting licensing or professional registration
🚫 Paid tools or software (e.g. Xero, QuickBooks)
🚫 Legal, tax, or compliance advisory services
🚫 Insurance or regulatory setup
🚫 Equipment
- 🚫 Accounting licensing or professional registration
Growth Lab:
Once you download your Business Kit you are on your way to making money in your new business. We all want to grow and optimize our business as well as we can, and the best way to do this is through our GROWTH LAB — our Support network.
Lite Support – Free and included:
- ✉️ Email setup assistance + basic troubleshooting
- 📈 Ongoing access to updates and improvements
- 💼 Support reply within 48 hours
Premium Support – $99/month:
- 🗓️ Monthly growth ideas, tips, tools + checklist
- ✉️ Marketing prompts, templates + outreach scripts
- ⚙️ Ongoing business optimization tools
- 📬 1:1 support via email with 24-hour response
- 🚀 Early access to new business packs
- 📊 AI-powered business analysis tools
- 🧠 Training vault: step-by-step guides for common tasks
- 🎨 Bonus: Canva branding kit + social posts if you upgrade to Premium or Elite
Elite Support – $199/month:
- ⭐ Includes all Premium features
- 👨🏫 Use us as your personal expert mentor and advisor — 24/7 email support
- 🛠️ Done-for-you upgrades, scripts, reviews, redesigns
- 🛡️ Online Reputation Management (ORM) monitoring + takedown support
- 📩 1-on-1 business strategy check-ins (via email)
- 🛡️ Brand protection advice
- 🧩 Issue resolution help as needed
- 📄 Legal & practice-ready templates (terms, consent, privacy)