⭐️⭐️⭐️⭐️⭐️ 400+ CPA & local sites built • 👉 Webflow Certified

Become the Firm Your Town Finds First, Trusts Fastest, and Books Automatically. In 90 Days.

We install one complete system that gets you found on Google, turns visitors into booked appointments, and keeps clients coming back on autopilot.

Book My Free Strategy Call

Book My Free Strategy Call

ㆍ15 minutes ㆍOne firm per city ㆍNo pressure

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Webflow Certified Partner

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400+ Websites built

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Trusted by brands nationwide

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90,000+ leads generated

This Is For You If You Want To…

Your video grades your site on the only five things that decide whether a visitor becomes a client.

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Own Page One

Get found first on Google when local clients search — instead of losing them to H&R Block and the franchises.

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Always Selling

Turn a website that just sits there into a machine that books appointments 24/7.

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Steady Pipeline

Stop riding the tax-season rollercoaster and bring in new clients all year.

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Better Clients

Attract higher-value clients who don’t haggle on price.

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Nothing Slips

Put lead follow-up, reviews, and referrals on autopilot.

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Finally run a predictable marketing system instead of random acts of marketing.
‍If you nodded at even three of those, keep reading. This was built for you.

You’re great at the work.
That Was Never the Problem

No Predictability, No Visibility, No Capture, Here’s what actually keeps most firms stuck.

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The Feast-or-Famine Cycle
Revenue swings with the season and the referral luck of the month, so you can never plan, hire, or breathe with confidence.

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Invisible at the Moment of Choice
‍The instant a local client goes looking, a competitor is standing there and you aren't, so the decision gets made without you in the room.

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Leads That Quietly Leak
‍No follow-up, no capture, no nurture. The prospects who don't book on the spot simply vanish, and you never even know how many you lost.

Why Buying Marketing in Pieces Never Works — and What Does

Most firms buy marketing in random pieces. A website from one person. A little SEO from another. Some social posts that go nowhere and a batch of ads that drain the budget. Pieces don’t compound. They just cost money. ConvertSmart is one complete 3-phase system that connects everything into a single engine.

Man with glasses working on a laptop at a desk with notebook and coffee mug nearby.

Man wearing glasses focuses intensely on a desktop screen while typing on a keyboard.

Man with glasses video conferencing on laptop at desk with notebook, pen, lamp, and coffee mug.

Get Found

We make you the firm that shows up first in your city—on Google, on the map, and built to show up as AI search grows. Strangers become traffic that finds you.

Convert

We turn that traffic into booked appointments automatically—with a site built to convert, a lead-capture funnel, and instant follow-up so nothing slips.

Retain & Grow

We turn happy clients into reviews and referrals on autopilot, so your growth compounds instead of resetting every year.

The difference: Everyone else sells you marketing tasks. We install a system. One partner. One result: predictable clients, without you touching marketing.

An 18-Year Firm That Finally Beat the Franchises

Latino American Tax in Hemet, California, had 18 years of experience and had never cracked page one of Google. They were losing to H&R Block, Liberty Tax, and Jackson Hewitt—living entirely on referrals. Then we installed ConvertSmart.

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All 3

Outranked every national franchise in their city

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818

calls straight from their Google profile

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880%

organic traffic growth — zero ad spend

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+50%

more new clients in year one

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3×

tripled their Google reviews

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In the owner’s own words:

After switching to ConvertSmart, he stood out from the competition, generated leads organically, earned far more reviews, and his business grew significantly because of it.

Everything We Install:
The 3-Phase ConvertSmart System

Nine done-for-you components across three phases. Here’s the whole engine.

Phase 01: Attract & Get Found — Set the Foundation

Killer Website Makeover

Brand identity, a market-refined message, and a site built to rank and convert. Not a brochure — a 24/7 sales rep that turns visitors into booked appointments.

Capture & Convert Leads

Ultimate lead magnet, sales funnel kit, and a front desk AI assistant that answers and books while you work. You stop losing visitors who aren’t ready to call yet.

Automated Acquisition System

Appointment automation, profit-nurturing email and SMS, plus reminders and follow-ups. Every lead answered instantly. Nothing slips.

Phase 02: Convert — Land Clients

Leads On Demand

Cold outreach or Google paid ads if you want them — not required. A steady flow of qualified prospects, so you stop depending on referrals to survive.

SEO Ranking Blueprint

On-page optimization, link building, and local Google Business Profile optimization. Outrank the national franchises for the searches that bring paying clients.

Content Factory

Ranking topics, writing, optimization, and publishing are done for you. The right content pulls in ideal clients on autopilot.

Phase 03: Retain — Grow Loyalty

Review Generator System

Strategy, automation, and response management that turn happy clients into a steady stream of 5-star reviews.

Viral Referral Machine

Rewards, a simple one-friend referral ask, and personalized outreach. Referrals become systematic — never pushy.

Customer Voice 360

Community engagement, personalized coaching and support, and clear monthly reporting—so you always know what’s working.

Start Now and You Also Get, Included:

Bonus

8 Weeks of Live Coaching so you’re never stuck

$4,800 value

12 Months of CRM — tracking every lead, automating every follow-up for a full year

$3,564+ value

1 Full Year of Website Hosting — fast, secure, handled for you

$600 value

The Closing Sale Kit — sales session script + strategy-session process map

$500 value

Social Media Optimization on LinkedIn and Facebook

$500 value

Total bonus value

Over $10,464 — included

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Our 90-Day Consultation Guarantee

Here’s my promise — and it’s the reason this isn’t like anything else in your inbox.

We guarantee 10 qualified consultation requests within your first 90 days. If we don't hit 10, we keep running your full ConvertSmart system at no additional charge for up to 90 more days, until we do. If we still haven't reached 10 by the end of that period, we'll refund your most recent monthly management fee.

What It Costs, and What It Replaces

Nine done-for-you components across three phases. Here’s the whole engine.

The piecemeal way

Firms piece this together from four or five different vendors—a web designer, an SEO, a content writer, an ads manager, and an automation person. Nobody connects the pieces.

Designer (custom UI)

$1,200–$2,000/mo

SEO specialist

$1,500–$2,500/mo

Content writer

$800–$1,500/mo

Ads manager

$800–$1,500/mo

CRM automation person

$700–$1,500/mo

Website Management

$300–$700/mo

Typical monthly burn

$5K–$8K+

The ConvertSmart way

You get the entire connected system, plus over $10,464 in bonuses, run by one team.

$1,998 /month

Limited time.

Lighter tiers start at $998/month for firms that want to begin with the foundation.

Setup fee ($2,500) waived for firms who start this quarter.

Book My Free Strategy Call ➜

Book My Free Strategy Call ➜

15 minutes · One firm per city · 90-day guarantee

Questions Firm Owners Ask Before They Start

Here are some of the most commonly asked questions we hear. If your questions aren’t answered please contact us.