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The Only System You Need to Attract Clients, Automate Growth & Dominate Locally
ConvertSmart™ is the 3-phase marketing system designed for accountants, tax pros and local businesses land clients consistently, automate your marketing efforts, and retain customers—all without expensive or uncertain marketing tactics.
Struggling to Stand Out Online or Attract Consistent Clients?
Most local businesses are invisible online. They waste time on outdated tactics, overspend on ads, or rely on freelancer or agencies that overpromise and underdeliver.
What if instead… you had a clear, done-for-you system to:
- Consistently attract new qualified traffic.
- Convert visitors into booked leads
- Automate follow-ups and grow without burnout
Curious how? That’s exactly what ConvertSmart delivers.. Schedule a FREE 1:1 Strategy Session.
1. Land Clients
Become the go-to expert in your market and consistently attract qualified clients without endless FREE consultations
2. Scale On demand
Implement automated systems to generate leads consistently to handle increased demand effortlessly.
3. Retain customers
Enhance customer loyalty and maximize lifetime value through personalized engagement.
What Is ConvertSmart?
ConvertSmart is a step-by-step marketing system built for service businesses who are ready to stop chasing leads and start growing smarter. We combine a high-converting website, local SEO, lead magnets, CRM automation, content, and reviews — all done-for-you.
No ads required. No bloated retainers. Just results.
High-Converting Website Makeover
We redesign your site to position you as the trusted expert in your market — with clear messaging, calls to action, mobile-first design, and built-in conversion tools that turn visitors into leads.
Automated Appointment System
We install and configure a CRM-powered booking system that captures inquiries, follows up instantly, and fills your calendar — without chasing leads manually.
SEO + Content + GMB Optimization
Rank higher and show up when people search for your service. We handle your on-page SEO, create optimized blog content, and boost your visibility with Google Business Profile optimization.
Review Automation + Referral Triggers
We help you generate 25x more reviews using automated requests and smart workflows, then activate referral incentives that turn happy customers into your biggest promoters.
Lead Magnets + Funnel Kit
We build you a compelling free offer (lead magnet) and a complete funnel (landing page, emails, follow-ups) designed to attract, capture, and warm up new leads — on autopilot.
Ongoing Strategy + Reporting
You’ll never be left guessing. We provide monthly insights, performance tracking, and ongoing support to adjust, optimize, and grow — based on what’s working right now.
From Invisible to In-Demand: 647 Appointments Booked in Just 12 Months
Why ConvertSmart is the Right Choice for Your Firm
We help businesses build the right systems and processes that enable them to improve their online presence and attract clients.
Exclusive Partnership
We work with a limited number of firms per city to protect your competitive edge.
Growth Strategy
Every plan is built around your goals, not cookie-cutter templates.
All-in-One Platform
From SEO to automation, we handle everything so you can focus on serving clients.
Results-Driven
Our focus is measurable impact — more traffic, more leads, more booked calls.
Relentless Support
We don’t disappear after launch — we track, improve, and scale with you.
📘 Free Download: The Ultimate Accounting Onboarding Checklist
Simplify your onboarding and wow your clients from day one.
✅ Streamline new client onboarding
✅ Improve client retention immediately
✅ Ready-to-use templates and scripts
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