More advisory clients.
Without chasing referrals.
A done-for-you client acquisition system for US CPA, EA, and advisory firms serving business clients. Qualified business owners, sourced, filtered, and booked onto your calendar.
Built for solo and small US firms that want to sign more business clients without relying entirely on word of mouth.
See If You QualifyIf we don't deliver within 60 days, we keep working at no extra charge until we do. See the guarantee
The end of referral dependency
Referrals are great until they're your only growth channel. We install a predictable acquisition system that attracts better-fit businesses and filters out time-wasters before they reach your calendar.
✓ Best fit if
- You serve business clients (B2B) and want higher-quality retained work.
- You have onboarding capacity in the next 30 to 60 days.
- You're willing to define clear rules on who you want and who you don't.
- You can respond to new inquiries the same day.
— Not for
- Firms already at full capacity with no onboarding bandwidth.
- High-volume, low-fee models like 1040-heavy tax shops.
- Anyone wanting random leads without qualification or follow-up.
- Firms unwilling to protect their time with clear fit criteria.
Real firms. Real results.
A real operational win, protecting partner time by tightening fit criteria and qualification rules from day one.
"They installed a proper inquiry and qualification system so we stopped taking calls with bad-fit prospects. The first 30 days, every call we took matched our construction-firm criteria. No more wasted partner hours."
Why we work with a small batch of firms at a time
FirmLeadSolutions is built around one thing. Getting qualified business owners onto your calendar. Every firm we onboard gets direct, hands-on attention from the founder.
That means we're picky about who we work with. We say no to firms we can't deliver for. We back every engagement with our 60-day guarantee. And we work with a small batch of firms at a time so the results stay real.
If you want a hands-on partner who treats your firm like a priority, the call below is where we figure out if it's a fit.
One operator. One focus.
Michael Dawodu
Client acquisition specialist helping US CPA and advisory firms move from referral dependency to a predictable advisory pipeline. Focused exclusively on US CPA, EA, and advisory firms serving business clients. No marketing for restaurants, dentists, or coaches. One niche, built deep.
"Michael isn't one of those generalist gurus pushing generic advice. He came in focused, sharp, and actually knew what he was talking about. If your CPA firm needs help with marketing or lead gen, this is the guy."
What your pipeline looks like
Every prospect moves through a clear, qualified pipeline. An example of how the system organizes business owners from first contact to closed client.
Why the model is simple math
Here's the model we run firms through. Conservative assumptions, not guaranteed outcomes. Your numbers depend on your retainer size, close rate, and capacity.
You sell a standard B2B CAS, Fractional CFO, or Tax Advisory package at a baseline $10,000 / year (approx. $830/month).
We deliver our guaranteed baseline of 10 qualified meetings with business decision-makers over 60 days.
You close at a conservative 20% win rate, meaning you only need to close 2 of 10 calls.
Most firm owners close significantly higher than 20% when speaking to pre-filtered prospects. We run the numbers low to prove the floor. Projection assumes consistent acquisition and standard retainer retention. Real outcomes depend on your close rate, churn, and capacity.
How the Advisory Pipeline Engine works
We run paid campaigns to business owners and filter them through a strict qualification process before they can book. We handle all follow-up and reminders, so you only show up to speak with pre-vetted prospects.
Attract
We put your firm in front of the right business owners across the right channels, with messaging written for your niche.
Qualify
Every prospect goes through your intake filter. Bad fits are screened out before they can book a minute of your time.
Book
Same-day response and automated follow-up turns qualified interest into confirmed appointments that show up.
The Advisory Pipeline Engine
Nine components working together as one system. Not lead lists. Not guesswork. A complete acquisition infrastructure installed and managed for your firm.
Offer + Positioning
Your firm positioned as the clear choice for advisory-ready business clients in your niche.
Multi-Channel Strategy
A specific acquisition strategy built around where your ideal clients spend their time and how they decide.
Campaign Build
The core of the system. Targeted campaigns put your firm in front of business owners looking for advisory support. You cover ad spend; we handle everything else.
LinkedIn Content Support
We review what works, advise on direction, and provide frameworks designed to attract advisory-ready owners, not just followers.
Landing Page + Assets
Built to qualify prospects before they can book. Your time is protected from the first click.
CRM + Automation
Your pipeline runs without you touching it. Leads are routed, tagged, and followed up automatically.
Qualification Filter
Your exact client criteria enforced before anyone reaches your calendar.
Speed-to-Lead + Booking
Same-day response and reminder sequences mean appointments show up and don't ghost you.
Optimization + Reporting
Weekly KPI reporting and continuous iteration. You see exactly what's working every week.
What you get
Two phases. One outcome. A predictable advisory pipeline running for your firm without you managing it.
Phase 1 — The Build
Phase 2 — The Engine
The 90-day architecture
A predictable sequence to build, launch, and scale your firm's new acquisition channel. Then ongoing month-to-month management.
Foundation
- Target client and offer locked
- Qualification rules defined
- Landing page and intake live
- CRM and automations built
- Tracking installed
Launch
- Paid campaigns launched
- Lead scoring tuned
- Booking flows tested
- Initial data captured
- First qualified inquiries
Optimize
- Copy and targeting iterated
- Bad-fit filters tightened
- Show rates improved
- Scale winners, cut losers
- Pipeline structured
Scale
- Winning channels expanded
- Best niches scaled
- Nurture sequences active
- Predictable weekly volume
- 60-day guarantee met
Our 60-day guarantee
Outcome-based, measurable, and designed to remove your risk.
Qualified Appointments Guarantee
If we don't deliver the agreed number of qualified business appointments within 60 days, we keep working at no extra charge until we do.
Common questions
Straight answers to what most firm owners are thinking before they book.
"Why not just hire internally?"
A full-time hire costs $60k to $80k a year before benefits, takes 3 to 6 months to onboard, and rarely has accounting acquisition experience. We're operational from day one. No ramp, no benefits, no hiring risk.
"We already get referrals."
Referrals are unpredictable. You can't control volume, quality, or timing. This runs alongside referrals and gives you a second channel you control. A slow referral month no longer means a slow pipeline month.
"What if we're not ready for clients?"
Then we shouldn't start yet, and we'll tell you that on the call. This works best when you have real onboarding capacity, or you're intentionally replacing low-value clients with better-fit retained work.
"We've tried ads before."
Ads without qualification are just spending money. The system is built around the middle, with intake, filtering, and follow-up. You're not buying clicks. You're buying qualified conversations with owners who match your criteria.
Frequently asked questions
In 15 minutes, you'll know if this is a fit.
We'll confirm your criteria and capacity, map what the first 90 days looks like for your firm, and outline next steps if it's a fit. If it's not, we'll tell you straight. You leave with clarity either way.