Stop losing high-value referrals to an outdated website and slow follow-up. A credible website helps your practice get found and chosen. We build and manage your elite website, 24/7 AI front office, and run your entire client acquisition system — powered by Practice Growth CRM, taking prospects from first impression to signed engagement letter.
You notice the client you lost. You rarely notice the pattern that caused it — because each leak is quiet, and each one happens before a prospect ever says no.
An outdated, slow, or template website that makes an elite firm look average. Referred prospects judge you in seconds and hire the firm that looked more modern and established.
80% of prospects who reach a dead voicemail simply call the next firm on Google. Speed-to-lead decides who wins high-value clients — and inquiry forms often sit for hours.
Thin or stale reviews lose the Google comparison before the phone even rings. In professional services, authentic reviews are pure credibility.
Unsigned engagement letters represent thousands in stranded revenue simply because you're heads-down executing client tax or advisory delivery.
Past clients and old leads who never hear from you again — your warmest, lowest-CAC revenue channel, sitting completely untouched in your database.
Uncollected WIP, past-due tax preparation invoices, and awkward manual billing chases draining partner energy instead of delivering billable advisory work.
Estimate how much revenue slips through missed calls, delayed responses, and stale review profiles each year.
Quietly lost each year to slow response, missed calls & weak review conversion.
Illustrative estimate based on the inputs you provide. Individual results vary.
Pick the piece you need most, or stack all three — built, launched, and managed for you, all running on Practice Growth CRM as the single brain of your practice.
A credible, fast, high-converting website engineered to rank on Google and get recommended by AI answer engines like Gemini, ChatGPT, and Perplexity. Stops referral leaks and works as your best salesperson 24/7.
Explore AI Websites →A team of role-specific assistants that answer every call and message, book consultations, harvest 5-star reviews, chase proposals, and collect payments — in your voice, on your systems, never touching sensitive client work.
Meet the AI team →The data and knowledge layer underneath it all: one record for every client, one inbox for every conversation, a pipeline that never drops an engagement letter, and a dashboard that shows what's driving growth.
See Practice Growth CRM →Six role-specific AI employees that answer every call, book qualified consultations, chase proposals, and harvest 5-star reviews — fully managed for you, running 24/7 on Practice Growth CRM.
Answers every call, text, and chat; books consultations; triggers instant missed-call text-back.
Hear it answer a real call →Responds to every new lead via form submissions, landing pages, or ad inquiries in under 60 seconds across SMS and email.
See Lead Response AI →Checks calendar availability, books consultations, confirms, reminds via SMS/email, and recovers no-shows.
See Bookings AI →Requests reviews from happy clients, routes positive scores to Google, drafts on-brand replies, and protects your rating.
See Review AI →Sends proposals and engagement letters, tracks opens, and politely chases every one to an e-signature.
See Closer AI →Generates, schedules, and auto-posts consistent, on-brand content across your firm's social channels.
See Social AI →Different disciplines have different calendar pressures, compliance stakes, and referral dynamics. Select your firm type to see your recommended configuration.
High-value business advisory prospects slip through when managing partners are buried in client casework or tax season compliance.
Panicked taxpayers call with IRS audit letters while you are on hold with Practitioner Priority Service or preparing complex returns.
Taxpayers facing liens, levies, or garnishments call in high distress. If you reach voicemail, they immediately dial the next firm.
Stuck doing stressful one-off catchup cleanups instead of locking in predictable $1,500–$3,500/mo recurring monthly advisory retainers.
Phones ring continuously during filing season while billable returns stack up, then the phone goes dead all summer.
Prospects who finally decide to seek financial planning reach out and wait hours or days for a response, losing momentum.
Discreet high-net-worth referrals fade away when a firm’s digital presence looks dated, unverified, or fails to convey fiduciary trust.
Don't take our word for it — call, text, or talk to our own Reception AI, running live on this very site.
Live voice · guided text · phone. Call the same Reception AI demo from any phone, or try it directly in your browser.
We work closely with a small founding cohort of CPA, accounting, and advisory firms to ensure each practice receives hands-on senior configuration.
Real case evidence from our launch partners, verified call logs, and conversion tracking — transparent from day one.
See all results & evidence →Your website, your AI team, and every channel all read from and write to one unified record. That's the difference between a pile of fragile apps and a true Practice Growth Operating System.
We connect, configure, and manage the entire workflow — so your practice stops depending on manual follow-up and starts compounding.
The deliverable is not another disconnected tool. It is an agreed, tested operating system running for your practice.
A 20-minute call. We map your practice's growth gaps and hand you a clear, actionable plan — whether or not we work together.
A guided onboarding captures your brand, services, and voice. Then we design and launch your website, set up your CRM, and configure your chosen assistants.
We test every workflow, connect working GHL destinations, launch live, and actively manage the system. We optimize based on real conversion data — so your pipeline compounds month after month.
Generic agencies build the same site for a plumber, a med spa, and a CPA. We only serve accounting, tax, and financial practices — so we already understand engagements, retainers, tax-season swings, referral dynamics, fiduciary trust, and the compliance weight of your client data. That focus is why our sites convert and our assistants sound like they belong in your firm.
We speak your language, understand engagement workflows, and know tax compliance.
AI assists with new-prospect intake; sensitive client financial advice stays 100% human.
This very website, and the AI receptionist answering our line, is our living product demo.
Senior US-based engineering team, transparent deliverables, and continuous optimization.
Most accounting and financial firm owners try to patch their growth with a generic marketing agency, another administrative hire, or a mess of disconnected DIY tools. Here is how PGT compares to the real alternatives.
| Dimension | THE UNIFIED SYSTEMPGT Growth System | OUTSOURCEDGeneric Agency | INTERNAL HIREIn-House Staff | STATUS QUODIY Software Sprawl |
|---|---|---|---|---|
| Specialization | 100% Niche-Native Built specifically for CPA, Tax & Wealth | Generic "lead gen" No accounting/tax domain context | Varies by hire Steep learning curve on practice systems | Generic templates You build and customize from scratch |
| Speed to Go-Live | Live in days Completely done-for-you launch | 3 to 6-month slog Endless questionnaires and meetings | 30 to 60 days Recruiting, interviewing & onboarding | Weeks of trial & error Hours lost in help docs & tutorials |
| Inquiry Response | Instant 24/7 AI Reception Answers calls, texts back, books consults | No phone handling Only forwards web form email alerts | 9 AM – 5 PM only After-hours calls go to voicemail | Voicemail box Prospects call the next firm on Google |
| Proposal Follow-Up | Quote Chaser AI Polite, automated cadence until signed | Not our job Stops once the lead enters the inbox | Manual & sporadic Forgotten when busy with client work | Sticky notes Proposals die quietly in email threads |
| Review Harvesting | Review AI Automated requests at peak satisfaction | Rarely included Usually an expensive separate add-on | Inconsistent Only asked when staff remembers | Zero system Stale Google profile loses comparisons |
| System Integration | Connected Practice CRM One unified inbox, pipeline & attribution | Disconnected portal Sends leads into a spreadsheet or silo | Manual data entry Staff copies data between software | 5+ fragmented apps Fragile Zapier connections break |
| Owner Time Required | Zero maintenance Managed & optimized for you by PGT | High oversight Weekly status calls and ad reviews | High management HR, supervision, sick days, turnover | Full burden You are the programmer & tech support |
| Cost & Overhead | Flat monthly partner No ad markup, no long-term lock-in | $3k–$5k/mo retainer Plus ad spend markup & long contracts | $65k–$85k/yr cost Salary, payroll taxes, benefits, bonuses | $400–$900/mo subscriptions Paying for multiple overlapping tools |
| Bottom Line | Growth compounds quietly Fewer leaks, zero staff bloat | High churn & generic leads Finger-pointing when leads don't close | High fixed overhead Capped hours, turnover restarts the cycle | Software fatigue More subscriptions, same empty pipeline |
Book a focused strategy call. We'll map your practice's current inquiry-to-engagement pipeline and show you where high-fee clients are quietly dropping off.
No. The assistants handle new-prospect intake, scheduling, reviews, and follow-up. Anything sensitive is routed to you, and existing-client communication stays human unless you choose otherwise.
Yes. We're PII-aware by design, keep your data isolated, and follow strict access controls.
Because we show our work: a real first client, real reviews, and a live AI demo you can call, text, or chat with right now. We onboard a small founding cohort so each practice gets senior attention.
You won’t need it. We do it for you and go live in days, with a guided onboarding and minimal input.
Yes — QuickBooks, Google, your calendar/scheduler, and more.
We align our services to the size and scale of your practice via a transparent setup fee and a managed monthly retainer. Most practices fully offset their investment by sealing just a single client leak in their first 30 days.
Let's find it. Book a 20-minute strategy call and walk away with a clear plan to make your practice as visible and credible as it is valuable — whether or not we work together.
Identify the strongest first step and map how it connects to the wider system.