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For CPA & bookkeeping firms · Done-with-you

You finished the return. Where’s the proof?

Get a trustworthy website, a client portal, and a system that turns completed work into reviews, referrals, and case studies — without hiring a marketing team.

For $4,997 we install the full first year — Trust Audit, live site, portal, Trust OS, and onboarding. We walk you through the system.

Book 15 minutes How it works

$4,997 once · DFY for CPA and bookkeeping firms — audit, site, portal, Trust OS, onboarding. We walk you through the system. · Invite-only install

Good work dies in folders

Firms that look more trustworthy win the next engagement — even when they’re less skilled.

Invisible expertise

You clean up books and save clients real money; the website still looks generic next to less skilled firms.

Proof is accidental

Reviews only when someone remembers. Referrals only when someone is asked once at tax time.

Tool pile-up

Site builder + CRM + email + Google reviews + Dropbox + a “portal” clients never log into.

What “working” looks like

You stay the CPA. We install the operating system around the work you already do.

  • A professional site clients are proud to send a partner to
  • Review & referral links that open on your brand
  • Case studies from real finished work (anonymized when needed)
  • A client portal for docs, tasks, and Q&A — fewer “where’s that PDF?” emails
  • One system for clients, projects, and leads from the contact form

Proof from real work, for accounting firms

Every completed engagement becomes an asset that sells the next one — not a January resolution.

01

Project complete

Mark the engagement done in Trust OS

02

Review request

Branded link on your public host

03

Referral request

Tracked invite into your pipeline

04

Case study

Published proof you approve

First year

If you bought these apart, $17,300. You pay $4,997 once.

If you bought these apart

$17,300

You pay

$4,997

Once. Year one of the software is in this number.

All of this is included. Then $1,200/year keeps Trust OS, the site, and the portal.

  • Included
    Authority website
    Multi-page firm site (import or build); Services, About, Contact; publish on your public host
    Worth $6,000
  • Included
    Trust OS workspace
    Clients, projects, leads, pipeline — one place after tax-season chaos
    Worth $2,000
  • Included
    Client portal go-live
    Branded portal; first client invites; intake / document forms seeded
    Worth $2,000
  • Included
    Proof kickstart
    Review + referral setup; scripts; 1–2 case studies drafted/published with your approval
    Worth $3,000
  • Included
    Lead capture wired
    Site contact → leads → email notify (spam-safe)
    Worth $500
  • Included
    SEO / clarity pass
    Services language that sounds like a real firm — not a keyword farm
    Worth $1,000
  • Included
    First year of Trust OS + portal
    The software, the site, and the portal for year one. Already in this number.
    Worth $1,200
  • Included
    Onboarding (4 sessions)
    Kickoff, site review, portal + proof, 30-day check-in
    Worth $1,600
Book 15 minutes

Who it’s for

  • Boutique CPA, bookkeeping, and tax advisory firms
  • Principals who hate marketing busywork
  • Firms with real results and weak public proof
  • Owner-led practices (not Big 4 RFPs)

Not for

  • “I only need a $300 landing page”
  • Pure lead-gen SEO shops with no service delivery
  • Firms that won’t ask for a single review or approve a case study

How it works

  1. 1
    Day 0
    Qualification call — fit, domain, proof assets, goals
  2. 2
    Days 1–7
    Site draft (import or build), brand basics, Trust OS setup
  3. 3
    Days 7–14
    Portal on, first forms/tasks, contact → leads live
  4. 4
    Days 14–30
    Publish site; first review/referral flows; case study(s) in review
  5. 5
    Days 30–90
    You run the weekly habit. Year one of Trust OS is already included. We check in.
Guarantee

Live in 30 days

Site published + portal enabled + at least one proof path live — or we keep working at no extra install fee until it is.

The system

See Trust OS

Website, proof from real work, and a portal — the same system we install for you.

The full system

app · Trust OS

This week

This week first: unsent asks, waiting leads. Proof chat is on the same row.

FAQ

We already have a website.

We can import and modernize it — then wire proof and portal so the site actually earns. You are not starting from zero unless you want to.

Will clients use a portal?

Start with one form and one document ask after an engagement. Low friction, high “wow.” You control who is invited.

We can’t publish client names.

Case studies can be anonymized. Reviews still work. You approve every public word before it goes live.

Is this just another SaaS?

DFY is $4,997 in year one: the audit, the site, the portal, Trust OS, and onboarding. We walk you through the system. After year one, Practice is $1,200 a year for the software, the site, and the portal. You do not pay both in year one.

Will you run our ads?

No paid ads. Yes: site, proof, and client collaboration so marketing is a byproduct of delivery.

What about compliance?

You approve copy. We don’t invent regulated claims. You remain the professional of record.

Don’t let good work stay in folders.

First year $4,997. Then $1,200/year.

Book 15 minutes. We look at your site and a few finished jobs. If this is not right, we will say so.

Book 15 minutes Or call (425) 224-6078