FOR CPA PRACTICES

Your team is at capacity, and your best proposals are still sitting unsigned.

PracticeGrowth.Tech takes CPA firm marketing off the partners' plates. We build a premium website that sells your advisory work, plus an AI team that answers every referral in seconds and chases every engagement letter to signature. One CRM turns tax-only clients into year-round relationships, and we build, launch, and manage it all.

Book a Free Strategy Call →Test Reception AI
Or call our AI receptionist right now:(817) 674-1222
Based in Grapevine, Texas · Serving practices nationwideBuilt for practices led by CPAs, including CPA/PFS, CFP, and CVA partners.
CREDENTIAL SIGNAL ILLUSTRATIVE · GROWTH MODEL
PRACTICECPA
01LICENSE
02REFERRAL
03RESPONSE
04ADVISORY
SOURCELocal buyer journeySTATUSReference journey
DIRECT ANSWER · AI SEARCH OPTIMIZED

How does done-for-you CPA firm marketing work?

PracticeGrowth.Tech builds and runs three connected pieces for CPA firms. First, an authority website that packages advisory and tax services and gets cited by AI search. Second, an AI team that responds to referrals, follows up on proposals, and collects receivables. Third, one CRM underneath. Partners approve; they never configure software.

SYSTEMATIC LEAK DIAGNOSIS

The honest diagnosis: six silent leaks in a CPA practice

Your firm doesn't have a demand problem. Referrals keep coming, and most firms still plan to raise fees this year. The leaks are between the referral and the signed engagement, and between the tax return and the advisory relationship.

LEAK 001

The Credibility Leak

The Scene

A banker refers a $4M manufacturer to you. The owner checks your site and sees "full-service accounting" and a stock photo of a handshake.

The Sting

Nothing on the page says you do planning, CAS, or CFO work, so he keeps you in the "tax people" box.

The Cost

Stay boxed in on two advisory clients a year and that's $24,000 in annual fees you never quote.

Fixed by · Configurable support:
AI Websites & AEO. Advisory packaged in plain tiers, built to be cited when owners ask AI which firm to call.
LEAK 002

The Response Leak

The Scene

A referral emails on the Monday before March 15th. Your team sees it Wednesday afternoon.

The Sting

By then she's talked to another firm that replied the same morning.

The Cost

Harvard Business Review found firms that reached a lead within an hour were nearly 7x as likely to qualify it as those that waited even an hour longer.

Fixed by · Configurable support:
Reception AI + Lead Response AI. Every call answered, and every email or web inquiry answered within 60 seconds and booked into a partner's calendar.
LEAK 003

The Reputation Leak

The Scene

You have 11 Google reviews, and the newest is two years old. Partners don't feel right asking long-time clients.

The Sting

Business owners now check AI answers and Google before they call. A thin profile quietly drops you off the shortlist.

The Cost

68% of consumers won't consider a business under 4 stars, and 74% weigh the last three months most.

Fixed by · Configurable support:
Review AI. It asks at the right moments, like a finished return or a closed month, and drafts replies for your approval.
LEAK 004YOUR LOUDEST LEAK

The Follow-Through Leak

The Scene

Six advisory proposals went out in October. Two got signed. Four are "still reviewing," and nobody has followed up since Thanksgiving.

The Sting

Partners are too busy to chase and too senior to nag, so good engagements just fade.

The Cost

Four stalled proposals at $6,000 a year each is $24,000 in recurring revenue, and that's every quarter it happens.

Fixed by · Configurable support:
Closer AI. It sends the proposal, tracks opens, and follows up on your cadence until the engagement letter is signed or declined.
LEAK 005YOUR BIGGEST HIDDEN OPPORTUNITY

The Dormant-Client Leak

The Scene

You have 300 business clients who talk to you once a year, in March. Most of them have never been asked about quarterly planning.

The Sting

They'll buy planning from someone. Often it's the firm that simply asked first.

The Cost

Convert 15 of those 300 to a $2,500 planning package and that's $37,500 a year from clients you already have.

Fixed by · Configurable support:
Reactivation AI. It runs targeted off-season campaigns about planning, entity reviews, and CAS, then books interested clients with a partner.
LEAK 006

The Cash-Flow & AR Leak

The Scene

Your WIP is high, your AR is at 90 days, and a partner spends Friday afternoons writing polite collection emails.

The Sting

Revenue you already earned is funding your clients' cash flow instead of yours.

The Cost

$40,000 sitting past 60 days is $40,000 you can't reinvest in people or technology.

Fixed by · Configurable support:
Payment AI & Billing Automation. Consistent reminders, pay-now links, and escalation you set once.
See the system behind each leak →
REVENUE LEAK AUDIT FOR CPA PRACTICES

How Much Are These Leaks Costing Your Practice?

Most cpa practices lose tens of thousands of dollars every quarter to uncaptured referrals, missed surge calls, and zero proposal follow-up. Take 60 seconds to score your practice.

Take Practice Growth Scorecard →Run 360° Digital Practice Audit
LOST REVENUE BREAKDOWN

What the silence is costing you

Here's the math for an example CPA practice.

PRACTICE REVENUE BENCHMARKS
  • New inquiries per week (referrals + web)12
  • Slipped through (late reply, no follow-up)3
  • Of those, signed elsewhere (8 in 10)2 (rounded down)
  • Your close rate on qualified prospects40%
  • Average first-year engagement$4,500
  • Working weeks per year48
CUMULATIVE ANNUAL REVENUE IMPACT

2 lost prospects × 40% × $4,500 × 48 weeks = $172,800 a year.

Add the $40,000 in receivables stuck past 60 days, and the example firm has $212,800 tied up in leaks. You don't need a new partner or new marketing spend to recover it. We'll rebuild this math with your real numbers on the strategy call.

See your practice’s numbers on a free strategy call →
ONE CONNECTED OPERATING SYSTEM

The connected practice: three pillars, one system

PILLAR 01

The Authority Website

Feature:

A fast, modern site with partner bios, the industries you serve, and clear service tiers for tax compliance, planning, CAS, and fractional CFO. Each tier has its own "book a consult" path. It's built for AEO and GEO, so ChatGPT and Gemini can recommend you for "CPA for S corps in [city]."

Advantage:

Prospects arrive knowing you do advisory, and many arrive pre-sold on a specific package.

Benefit:
Higher-value first conversations and fewer "just need my return done" calls. Explore AI Websites →
PILLAR 02

The AI Team That Never Misses a Lead

Configured front-office team connected to your CRM.

ROLE 01

Lead Response AI →

Replies to every referral email and web inquiry in under 60 seconds, qualifies by entity type and service need, and books the consult with the right partner.

ROLE 02

Closer AI →

Sends proposals and engagement letters, tracks opens, and follows up politely until they're signed. That's especially valuable in busy season, when nobody else will.

ROLE 03

Reactivation AI →

Runs planning and CAS campaigns to tax-only clients from May through December, then hands interested clients to a partner.

ROLE 04

Payment AI →

Keeps AR moving with reminders and pay-now links, so partners stop writing collection emails.

Benefit:
Growth that doesn't require another hire you can't find. Meet the AI team →
PILLAR 03

One CRM Underneath

Feature:
Practice Growth CRM keeps one record and one inbox per client. The pipeline uses your language: Referral In → Consult Booked → Proposal Sent → Engagement Signed → Onboarding → Active → Advisory Upsell.
Advantage:

You see which proposals are stuck, which referral sources convert, and who's ready for planning, all without manual entry.

Benefit:
Partner meetings run on real numbers instead of memory. There's a mobile app for checking in between client meetings.
SPECIALIZED SYSTEM ARCHITECTURE

Dedicated Practice Solutions for CPA Practices

Explore production-ready website blueprints, voice reception triage, and CRM pipelines configured specifically for cpa practices.

WEBSITE ENGINE

AI Websites for CPA Firms

Modern static edge architecture with sub-second speeds, TaxDome & Canopy client portal bridges, and AEO discoverability.

Explore Solution Architecture →
FRONT-DESK VOICE

AI Front Desk for CPA Firms

24/7 human-parity front-desk voice triage to handle filing-season surge calls and consultation booking.

Explore Solution Architecture →
OPERATIONAL CONTRAST

A day in the life: September 15th

TimeBefore PGTWith PGT
8:05 AMExtended S-corp and partnership returns due today. A banker's referral from Friday is still unanswered.Lead Response AI replied to the referral Friday at 4:12 PM. The consult is on Thursday's calendar.
11:30 AMA partner is in a client meeting. Three calls roll to voicemail, including one existing client and two prospects.Reception AI answered all three. The client's question went to her manager, and both prospects are booked.
4:40 PMFour advisory proposals from August still aren't signed. Nobody has time.Closer AI sent the third follow-up at 10:00 AM. Two came back signed.
9:15 PMThe last returns are filed. You're writing collection emails at the kitchen table.Payment AI sent them Tuesday. $11,400 came in this week. You're off.

You earned your CPA license to advise owners on hard decisions, not to return voicemails.

LIVE VERIFICATION

Don’t take our word for it. Call (817) 674-1222 and talk to the AI receptionist yourself.

ACCELERATED IMPLEMENTATION

How it works: running in days, not months

STAGE 01 · Day 0

Strategy Call

In 20 minutes, we map your leaks: response time, proposal backlog, dormant clients, and AR.

Your part: one partner, a rough idea of the numbers. You leave with a plan either way.
STAGE 02 · Days 1–7

Build

We build the website, train assistants on your services, packages, and routing rules, and configure your CRM pipeline.

Your part: one guided onboarding session, then partner review and approval of every script and page.
STAGE 03 · Day 8 on

Launch & Manage

You go live. Our team monitors every conversation, refines scripts, and reports what's working every month.

Your part: do the advisory work.

Completely done for you. Nothing goes live without partner approval. Your domain and client list stay the firm's.

CLEAR HUMAN BOUNDARIES

Trust, security, and boundaries

You're probably thinking: an AI will tell a prospect whether to elect S-corp status. It'll quote a fee that doesn't fit the engagement. It'll touch client files it has no business touching. And a state board will wonder what we were thinking.

The AI runs the front office only: marketing, intake, booking, follow-up, and payment reminders. It never gives tax, accounting, or advisory opinions. It never touches returns, workpapers, IRS correspondence, client financials, or SSNs.

What intake collectsWhat intake never collects
Name, company, phone, emailSocial Security or EIN details
Entity type and rough annual revenue rangeFinancial statements, returns, or workpapers
Services of interest: tax, planning, CAS, CFOBank or payment card details
How they heard about you (referral source)Any opinion on tax or accounting treatment
Timeline and preferred partnerClient portal credentials
Human escalation:

Anything that needs a CPA's judgment goes to the right partner or manager with a summary, the same day.

Where it sits:

The marketing layer runs outside your tax and practice-management systems and outside the client data your WISP protects. Every public claim is reviewed by you, keeping it accurate and in line with professional advertising standards.

Data scope and boundaries →
REFERENCE EVIDENCE

Proof

ILLUSTRATIVE · REFERENCE MODEL

“We had advisory proposals dying in inboxes every busy season. Now they get followed up whether we're buried or not. We signed more planning engagements this year than the prior two combined.”

— Rachel K., CPA, Managing Partner · Nashville, TN
ILLUSTRATIVE METRIC

94% of proposals followed up to a yes or no within 21 days

ILLUSTRATIVE METRIC

38 tax-only clients converted to planning packages

ILLUSTRATIVE METRIC

AR over 60 days cut by 52%

ILLUSTRATIVE CASE SNAPSHOT
Situation

three-partner CPA firm at capacity, slow on referrals, $60K in 60+ day AR.

What We Installed

advisory-first website, Lead Response AI, Closer AI, Reactivation AI, Payment AI, CRM.

Result

referrals answered in under a minute, $146K in new recurring advisory fees, AR days down from 88 to 47.

Built exclusively for accounting, tax & financial practices. Based in Grapevine, Texas. Our own AI receptionist answers our line right now: (817) 674-1222.

OBJECTIVE COMPARISON

PGT vs. the alternatives, line by line

Comparison DimensionPGT Done-For-You SystemGeneric Marketing AgencyIn-House Receptionist/AdminDIY Software Stack
Monthly cost (framing)Setup fee plus a managed monthly retainer, scoped to your firmRetainer plus ad spend; follow-up not includedA marketing coordinator's salary and benefitsSeveral tools plus partner hours
Time to launchDays (build window Days 1–7)Often 3–6 monthsMonths to recruit in a tight marketIndefinite
24/7 coverageYes, calls, texts, chat, email, and formsNoOffice hoursPartial
Busy-season surge handlingSame speed on March 14th as in JulyNoFirst thing to slipNo
Knows CPA-firm languageTrained on entities, CAS, planning, and your packages"Full-service accounting" copyAfter ramp-upNo
Built-in AI boundariesNo tax or accounting opinions, no client filesVariesDepends on the hireUp to you
Who owns the site and contactsYour firmOften the agencyYour firmYour firm
Owner time requiredOne onboarding session, then approvalsMonthly partner meetingsHiring and managingAll of it
Bottom lineMore signed engagements without another hireA nicer brochureOne more person to manageTools no partner has time to run
Book a Free Strategy Call →Take Practice Growth Scorecard →
PRACTICE QUALIFICATION

Who this is for, and who it isn't

✓ THIS IS FOR YOU IF:
  • ✓You lead an independent CPA firm, from solo to about 30 people.
  • ✓You want more advisory, planning, or CAS revenue without adding headcount.
  • ✓Proposals and engagement letters stall when things get busy.
  • ✓Your AR and WIP are higher than they should be.
  • ✓Partners want to approve the work, not build it.
✕ THIS IS NOT FOR YOU IF:
  • ✕You want marketing software to run yourselves.
  • ✕You're closed to new clients and don't want to expand existing ones.
  • ✕You want AI to deliver advisory or accounting work. It won't.
  • ✕You need attest-only marketing for a large regional firm.
FREQUENTLY ASKED QUESTIONS

Questions CPA firms ask

Will the AI give prospects advice about entity choice, tax strategy, or their books?

No. It qualifies the prospect, explains your services at a high level, and books the consult with a partner. Every advisory question goes to your team.

Will it still work when my whole team is buried in busy season?

Yes. That's when it matters most. Referrals get answered in seconds and proposals get followed up on schedule, even when every partner is heads-down.

Will our business clients take an AI assistant seriously?

Yes, because it's fast, polite, and precise, and it introduces itself as your firm's virtual assistant. Anyone who asks for a person gets routed to one.

What happens when a prospect asks something only a CPA should answer?

The AI says a CPA will follow up and routes the question with context to the right partner. It never offers an opinion.

Does it work with our practice management software, like Karbon, Canopy, or TaxDome?

It runs alongside them. It connects to your calendar and runs on Practice Growth CRM, while your practice-management and tax systems stay exactly as they are.

How much partner time does the build take?

One guided onboarding session and a review pass on scripts and pages. We handle the build during Days 1–7.

What does it cost, and how does it compare to hiring?

It's a transparent setup fee plus a managed monthly retainer, scoped to your firm on the strategy call. Compare it to one lost advisory client or a marketing coordinator's salary.

Who owns the website, the domain, and the contact list?

Your firm does. The domain and client list stay yours.

How soon will we see more signed engagements?

Response speed changes on day one. Proposal follow-up and reactivation usually show signed engagements within the first 30 to 60 days.

Will AI marketing cheapen a CPA firm's professional reputation?

Not when it's built for CPAs. Every script is professional and factual, you approve every word, and nothing makes claims the profession's advertising standards wouldn't allow. </section>

See all questions →Data scope and boundaries →
BUILT AROUND YOUR PRACTICE

More advisory. Same partners. Fewer late nights.

A website that sells your advisory work. An AI team that answers every referral and chases every proposal. One CRM that brings AR and upsells into view.

Grow your practice. Not your hours.

Book a Free Strategy Call →Test Reception AI

(817) 674-1222 · hello@practicegrowth.tech

Based in Grapevine, Texas · Serving practices nationwide

P.S. Before you book, call (817) 674-1222. Our own AI receptionist will answer, running the same system we'd build for your firm.