Stop the silent killers that are draining your pipeline
Most CPAs are quietly losing $50K+ per year in clients, referrals, and revenue without even realizing it.
The good news? You can stop the bleeding (starting today).
You can't fix what you don't see
Most CPAs don’t realize how much revenue is slipping away. It's happening through lost clients, missed referrals, and silence after tax season. These 3 resources will help you uncover (and stop) the hidden leaks draining your firm.
Silent killer report
Most firms think their biggest challenge is getting new clients. The truth?
You’re already creating opportunities. You’re just losing them before they ever turn into revenue.
This report reveals the hidden mistakes draining your firm and how to stop them.
Client churn calculator
Every year, CPAs lose clients they should have kept—and referrals they never received.
In less than 2 minutes, this tool calculates your personal Churn Score and shows how much revenue you’re leaving on the table.
year-Round Retention Fix
Most CPAs disappear for 11 months after tax season.
By the next April, some clients don’t come back.
This done-for-you Client Care Calendar gives you quarterly touchpoints to keep clients loyal, engaged, and referring all year long.
