Make your firm easy to find & choose.
We install done-for-you marketing systems for accountants, bookkeepers and CAS professionals, that run in the background while you focus on client work. - Built by a CPA
What we do
We take the guesswork out of growing your practice.
Reputation Management
You're great at what you do - but does it look that way online?
If your Google Business Profile or website aren't optimized, you’re invisible to the people searching for you. We fix that.
We tune up your GBP and help you consistently collect new reviews so you stand out with the same authority and credibility you’ve earned in real life.
AI Employees
Imagine a marketing team that never sleeps, forgets, or takes a day off.
Our AI team members are custom-trained on your business and brand's tone – built to handle lead follow-up, appointment scheduling, and FAQs instantly.
The result: faster response times, lower staffing costs, and smoother operations without adding payroll.
Lead Capture & Screen
Losing leads because your website or sales process isn’t ready for them? You’re not alone.
We help you capture and qualify more of the right prospects – those who fit your services and have the budget – with missed-call text back, smart web forms, online booking, and simple pre-qualification tools that keep your calendar full of better fit opportunities.
Lead Nurture
Not every prospect is ready today - and sometimes, your practice isn’t either.
We make sure they don’t forget you in the meantime. Our automated nurture sequences keep your practice top-of-mind during busy seasons or when prospects are still deciding, so when they’re ready to act, you’re the first call they make.
Opportunity Pipeline Management
Stop guessing what’s coming next.
Our sales pipeline tools show you exactly where every prospect stands – which services they’re interested in, where deals get stuck, and which channels drive results. Gain predictability, visibility, and confidence in your firm’s future work.
KPI Reporting
You’ll have access to your metrics anytime, but we go further.
Every month, you’ll receive a powerful, visual report highlighting your key numbers – leads captured, reviews gained, conversion rates, and more – so you always know what’s working and where to focus next.
Accelerate - Add-Ons
Ready to push growth even further?
Add optional services like SEO, paid ads, and content creation to scale on your terms. These campaigns build on your foundation and help you attract new business faster – without reinventing your entire marketing system.
What we do
We take the guesswork out of growing your practice.
Reputation Management
You're great at what you do - but does it look that way online?
If your Google Business Profile or website aren't optimized, you’re invisible to the people searching for you. We fix that.
We tune up your GBP and help you consistently collect new reviews so you stand out with the same authority and credibility you’ve earned in real life.
AI Employees
Imagine a marketing team that never sleeps, forgets, or takes a day off.
Our AI team members are custom-trained on your business and brand's tone – built to handle lead follow-up, appointment scheduling, and FAQs instantly.
The result: faster response times, lower staffing costs, and smoother operations without adding payroll.
Lead Capture & Screen
Losing leads because your website or sales process isn’t ready for them? You’re not alone.
We help you capture and qualify more of the right prospects – those who fit your services and have the budget – with missed-call text back, smart web forms, online booking, and simple pre-qualification tools that keep your calendar full of better fit opportunities.
Lead Nurture
Not every prospect is ready today - and sometimes, your firm isn’t either.
We make sure they don’t forget you in the meantime. Our automated nurture sequences keep your firm top-of-mind during busy seasons or when prospects are still deciding, so when they’re ready to act, you’re the first call they make.
Opportunity Pipeline Management
Stop guessing what’s coming next.
Our sales pipeline tools show you exactly where every prospect stands – which services they’re interested in, where deals get stuck, and which channels drive results. Gain predictability, visibility, and confidence in your firm’s future work.
KPI Reporting
You’ll have access to your metrics anytime, but we go further.
Every month, you’ll receive a simple, visual report highlighting your key numbers – leads captured, reviews gained, conversion rates, and more – so you always know what’s working and where to focus next.
Accelerate - Add-Ons
Ready to push growth even further?
Add optional services like SEO, paid ads, and content creation to scale on your terms. These campaigns build on your foundation and help you attract new business faster – without reinventing your entire marketing system.
Curious how your business could improve?
Complete our free 5-minute Practice Growth Audit!
This short 20-question audit evaluates the current state of marketing strategies and systems in your business to identify gaps and opportunities for growth.
Curious how your business could improve?
Complete a free 5-minute Practice Growth Audit!
This short 20-question audit evaluates the current state of marketing strategies and systems in your business to identify gaps and opportunities for growth.
THE PLAYBOOK
Our Process
1. Marketing Audit
1. Marketing Audit
Every practice is different, but most share similar pains: relying solely on referrals, looking invisible online, losing time on low-quality prospects, and most importantly - no systems in place to measure and predict your growth.
That’s why we begin with an audit.
We take a close look at your current systems & tech stack, online presence, reviews, website, booking flow, and client intake process.
The result is a clear picture of where your practice is being held back, and where simple fixes could make a big difference.
2. Install & Test
2. Install & Test
Once we know what’s missing, we put the foundation in place.
We install your Practice Growth Playbook: a polished Google profile, review request system, AI employees, lead capture form with simple qualification, an online booking calendar, and automated reminders and follow-ups.
Everything is connected so it runs in the background while you and your team focus on serving clients.
Before launch, we test each & every step so you can be confident the system works smoothly.
3. Launch
3. Launch
This is where your practice begins to feel different.
Instead of hoping referrals keep coming, you now have a system designed to make you easier to find, easier to trust, and easier to choose.
Prospects can move from “searching” to “scheduled” in just a few clicks.
You don’t have to spend hours chasing them - your system does the heavy lifting.
4. Track & Optimize
Growth shouldn't be guesswork.
Each week, you’ll get a simple snapshot of the numbers that matter:
How many new reviews were generated
How many people inquired & how quickly inquiries were answered
How many booked calls, appointment shows, and new customers closed
Overview of sales pipelines, active campaigns, and how many customers are in each stage - so you know what's coming next
These are the key levers that drive a healthier pipeline and a stronger client mix.
With this clarity, we can refine the system, cut wasted effort, and steadily improve results.
4. Track & Optimize
5. Accelerate (Optional)
5. Accelerate (Optional)
Once your foundation is running smoothly, you may want to push harder.
That’s where Accelerate comes in.
This stage adds fuel to your growth engine through:
SEO to capture more search traffic
Content creation to showcase authority
Paid ads to scale lead flow
Proven nurture campaigns for higher-value opportunities
Not every firm needs this right away (or ever) - but if you’re ready, Accelerate helps you grow faster without losing control.
Every practice is different, but most share similar pains: relying solely on referrals, looking invisible online, losing time on low-quality prospects, and most importantly - no systems in place to measure and predict your growth.
That’s why we begin with an audit.
We take a close look at your current systems & tech stack, online presence, reviews, website, booking flow, and client intake process.
The result is a clear picture of where your practice is being held back, and where simple fixes could make a big difference.
Once we know what’s missing, we put the foundation in place.
We install your Practice Growth Playbook: a polished Google profile, review request system, AI employees, lead capture form with simple qualification, an online booking calendar, and automated reminders and follow-ups.
Everything is connected so it runs in the background while you and your team focus on serving clients.
Before launch, we test each & every step so you can be confident the system works smoothly.
This is where your practice begins to feel different.
Instead of hoping referrals keep coming, you now have a system designed to make you easier to find, easier to trust, and easier to choose.
Prospects can move from “searching” to “scheduled” in just a few clicks.
You don’t have to spend hours chasing them - your system does the heavy lifting.
Growth shouldn't be guesswork.
Each week, you’ll get a simple snapshot of the numbers that matter:
How many new reviews were generated
How many people inquired & how quickly inquiries were answered
How many booked calls, appointment shows, and new customers closed
Overview of sales pipelines, active campaigns, and how many customers are in each stage - so you know what's coming next
These are the key levers that drive a healthier pipeline and a stronger client mix.
With this clarity, we can refine the system, cut wasted effort, and steadily improve results.
Once your foundation is running smoothly, you may want to push harder.
That’s where Accelerate comes in.
This stage adds fuel to your growth engine through:
SEO to capture more search traffic
Content creation to showcase authority
Paid ads to scale lead flow
Proven nurture campaigns for higher-value opportunities
Not every firm needs this right away (or ever) - but if you’re ready, Accelerate helps you grow faster without losing control.
Our End Goal
Our mission at Practice Playbook is to give busy accountants and bookkeepers a clear system to grow their practice. By leveraging technology, proven assets, automations and AI (where it makes sense), we help them accomplish this without the cost and headache of building their own marketing team or hiring a traditional agency. Finally, a system built by accountants, for accountants.
Our mission at Practice Playbook is to give busy accountants and bookkeepers a clear system to grow their practice. By leveraging technology, proven assets, automations and AI (where it makes sense), we help them accomplish this without the cost and headache of building their own marketing team or hiring a traditional agency. Finally, a system built by accountants, for accountants.
What’s the next play for your practice?
Let’s draw it up together. Schedule a consultation to see how Practice Playbook can work for your firm.
What’s the next play for your firm?
Let’s draw it up together. Schedule a consultation to see how Practice Playbook can work for your firm.
STILL NOT SURE?
Frequently Asked Questions
Have questions? We’ve got answers.
Who is this for?
Practice Playbook builds solutions for accountants and bookkeepers who want a simple, low-maintenance way to attract and convert more of the right clients. If you’re too busy with client work to “do marketing,” but you know you need a better system for growing your business, you’re a fit.
How long does it take to get set up?
Your core Marketing Playbook - Google cleanup, review engine, lead capture, booking, and follow-up systems - can be installed and tested in about two weeks. After that, we monitor and optimize weekly. Specific add-on's like SEO, Content Creation, Paid ads, Custom email & SMS campaigns will have varying timelines.
How much of my time will this take?
Very little. We know your plate is full. You’ll need to approve a few details (like wording for review requests and intake questions), but we handle the rest and send you KPI's weekly. After install, the system runs in the background.
How do I know it's working?
You’ll see it in the numbers. Each week, we send you a snapshot of how many people found you, booked with you, showed up, left reviews, and how fast you responded. It’s transparent and measurable - no guesswork.
Can you also run ads or SEO for us?
Yes, but only once the foundation is in place - otherwise spending your resources here will be like trying to fill a leaky bucket. After your Marketing Playbook is running smoothly, we can “Accelerate” with SEO, paid ads, content creation, or custom email/sms campaigns. These are optional add-ons - not required.
What if I already get clients from referrals?
That’s great - referrals aren’t going away. But referrals alone (& when not measured) are unpredictable. Practice Playbook helps you turn referrals into reviews, improves your online presence, and makes your firm the obvious choice for new prospects who are already searching online.
Do you lock us into long contracts?
No. All plans are month‑to‑month and can be cancelled any time. However, we do offer substantial discounts on purchases of our annual plan.
Contact Information
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