Growth Advisor ranks every opportunity by dollar impact on your own QuickBooks numbers and gives each one to a named person on your team. Run it yourself, or have our team run your firm’s marketing, backed by a Delivery Guarantee.
None of these are a talent problem. They’re a visibility problem.
Revenue spikes every tax season. Margin often doesn't — because nobody's tracking where the busy-season gains actually go.
Compliance work funds the firm. Advisory work is where the margin lives — most firms under-price or under-sell it.
Most firms grow by referral alone. The first firm in a market to prove marketing ROI has a real edge.
of tax and accounting professionals say most of their clients strongly want more financial advice — yet firms are still underpricing those advisory services.
Where Growth Advisor fits: Growth Advisor ranks price increases and add-on service opportunities by dollar impact on your own P&L, so advisory work is priced and offered on purpose.
Source: Thomson Reuters, 2026 State of Tax Professionals Report
of tax and accounting professionals say their firm's capabilities are constrained or at risk because of talent issues.
Where Growth Advisor fits: Every opportunity gets an owner on your team, and each person gets two role-based implementation emails a week, so a lean team always has a next step.
Source: Thomson Reuters Institute, June 2026
Your free Sprint finds your first 2/2/2: +2% sales, −2% cost of delivery, −2% overhead. Membership aims higher, at 6/5/5. You repeat it for as long as you’re a member.
Here’s what happened to a $1.8M accounting firm at an 18% net margin when sales rose 6%, cost of delivery fell 5% and overhead fell 5%. That’s the 6/5/5 target, measured over 12 months against a baseline set at the start.
| Scenario | Revenue | COS/COGS | Overhead | Net Profit | Profit ↑ |
|---|---|---|---|---|---|
| Baseline | $1,800,000 | $810,000 | $666,000 | $324,000 | — |
| +6% Sales | $1,908,000 | $810,000 | $666,000 | $432,000 | +33.3% |
| −5% COS/COGS | $1,800,000 | $769,500 | $666,000 | $364,500 | +12.5% |
| −5% Overhead | $1,800,000 | $810,000 | $632,700 | $357,300 | +10.3% |
| All Three Combined | $1,908,000 | $769,500 | $632,700 | $505,800 | +56.1% |
Client result. Client name is confidential. Figures are annual. Results are specific to each business. Actual results vary.
Most firms have never run paid marketing, so there's no bad experience to undo — just no way to know if a new channel is actually worth the spend. We tie marketing spend to the revenue recorded in your QuickBooks, not a platform's own dashboard, so you'll know either way.
Our team can run your marketing: SEO/GEO, PPC and Meta Ads. Growth Advisor tracks the results against your books.
Every full-service package includes the Delivery Guarantee. Growth Partner adds Growth Advisor Profit Assurance.
Client names are confidential. Measured over 12 months against a baseline set at the start. Figures are annual. Results are specific to each business. Actual results vary.
Run the platform yourself, or bring in our team to execute alongside it. See full membership pricing →
Single-channel marketing execution, run for you and verified through Growth Advisor.
Multi-channel marketing execution, run for you and verified through Growth Advisor.
Full-stack marketing execution, run for you and backed by our two guarantees.
Yes. The Sprint runs on your actual books regardless of how you've grown so far, and if you decide to add a marketing channel later, every dollar is verified the same way.
Setup takes about 10 minutes, and the AI Growth Advisor is built to hand your team ranked tasks rather than more reporting to produce.
The Snapshot is a free 3-minute check. You answer six questions in a short chat and get the dollar value of each opportunity we find. You don't need an account or a QuickBooks connection. It shows you where profit may be leaking. The free 7-Day Sales and Profit Sprint goes further. It builds a Profit Opportunity Report from your own numbers, with specific steps to act on.
Each team member who registers in Growth Advisor gets two tactical implementation emails a week, matched to their role — Sales & Marketing, Finance, Operations, or Owner/Founder/COO/CEO. Each one is a specific optimization step to carry out. Package clients' teams receive them too.
It's included with every membership and every full-service package. For full-service packages, the marketing work we do for you is delivered on schedule, exactly as scoped. If it isn't, we make it right under the terms provided at purchase.
It's included with the Growth Partner package. If your team completes its part and verified profit still falls short, we make it right under the written terms provided at purchase.
Yes, read-only. Our QuickBooks connection has been through Intuit's review process and approved by Intuit. That upgrades you from manual estimates to numbers verified against your accounting data. You can disconnect at any time.
Run the free 7-Day Sales and Profit Sprint. You get a Profit Opportunity Report built from your own numbers. It shows the 2/2/2 opportunities in your business: +2% sales, −2% cost of delivery, −2% overhead. On a $1.8M firm at an 18% net margin, that’s about $65,500 a year if achieved. The Sprint is meant to cover part or all of your membership. Then go after more with membership, or have our team do it for you.
No card · No commitment · If we can’t find it, you owe nothing
Want a quicker look first? Get your 3-minute Profit Leak Snapshot.