Step 1
Attract
Launch your own advertising campaigns in 30 minutes or less.
Attention: Tax, Accounting & Bookkeeping Firm Owners
Get 5-10 Pre-Qualified Consultations In 90 Days Only Using AI
Get 5-10 Pre-Qualified Consultations In 90 Days Only Using AI
(No Marketing Agency Fees)
AI has gotten to the point where anyone with a non-marketing background can launch their own marketing in 30 minutes or less.
Shift from referrals, tax season and marketing agencies to predictable leads.
- ✓No Contracts
- ✓30 Day Money Back Guarantee
- ✓No Setup Fee
The Problem With Marketing Agencies In 2026
No visibility into what they're actually doing
You get reports, dashboards, and monthly updates. But you rarely see what they're doing on a month-to-month basis.
Marketing agencies are expensive and risky
Retainers start at $1000 - $3000 per month, and you're paying for the same level of work AI can do in minutes.
No control over your own lead generation
You have no control over the marketing system and you have to go back n' forth with your agency to improve lead quality.
Here's How AI Can Bring You More Tax & Bookkeeping Clients
Step 2
Convert
Easily build website or landing pages using AI with just 5 simple steps.
Step 3
Nurture
Automated SMS and email follow-up so no lead goes cold.
Step 4
Close
Engagement letters, invoicing and a proven sales process.
Here's What Else You'll Receive
Manage Your Leads (CRM)
Every lead in one place, with their status, where they came from and how to reach them. You’ll always know who to follow up with next.
AI Website Builder
Launch a professional website in minutes. No designer, no developer, no extra cost.
Monthly Support Calls
Join a live call each month to ask questions, get answers and learn what’s working for other firms.
Monthly Recommendations
Each month, our team tells you exactly what to change in your ads, in plain language, so you keep improving without guesswork.
Getting Started
01
Book a demo
15 minutes to see if it's a fit for you and your firm.
02
We set it up in 7 days
Campaigns, landing page, tracking and CRM.
03
You launch and grow
Monthly recommendations and support calls.
How Do We Compare?
Hiring A Marketer
- Paid Advertising$1,000/mo
- Landing Pages$250/mo
- CRM + Automations$300/mo
- Sales TrainingNot included
- Monthly Support CallsNot included
Total$1,550/mo
Doing It Yourself
- Paid Advertising✓Included
- Landing Pages✓Included
- CRM + Automations✓Included
- Sales Training✓Included
- Monthly Support Calls✓Included
Total$497/mo
Results Our AI Can Bring You
Campaigns built by the Shorecrest team.
Crypto Tax Services
125 conversions from 24,279 impressions at CA$79.26 per conversion, a 5.01% click-through rate on CA$9,907.55 of managed spend.
Non-Profit & Charity CPA
18 conversions from 177 clicks at CA$103.28 each, holding a 41.20% search impression share on CA$1,859.08 of spend.
Ecommerce Accounting
9 conversions from 1,807 impressions at CA$99.66 per conversion, converting 11.39% of clicks on CA$896.90 of spend.
Non-Resident Tax Preparation
7 conversions from just CA$400.40 of spend, CA$57.20 per lead at a CA$6.16 average cost per click.
Your Next Clients Are Already Searching
See the system running on your firm's data before you pay a cent.
30-day money-back guarantee. Not happy in your first 30 days? Get a full refund.
Frequently Asked Questions
How much does it cost, and how much should I spend on ads?
It’s $297/month plus a setup fee. Your ad budget is paid directly to the advertising platform. No long-term contract.
It depends on your city and the services you offer. We’ll recommend a budget for your market on the demo call. Many firms start around $1,000/month.
Do I need marketing or tech experience, and how much time will this take?
No. We build your campaigns, landing page, tracking and CRM for you. After that, you’ll get monthly recommendations telling you exactly what to change, and most changes take a few minutes.
Less than an hour a month to manage your ads. The rest of your time goes where it should: following up with leads and turning them into clients.
How does the guarantee work?
You’re covered twice. If you’re not happy in your first 30 days, you get a full refund. And if you run our recommended budget and follow our recommendations, you’ll get 5-10 qualified leads in your first 90 days, or we waive your monthly fee until you do.
Are there long-term contracts?
No, it’s month-to-month. We recommend staying at least 90 days, since that’s when you’ll see the full results and it matches our lead guarantee.