RIGHT NOW, A BUSINESS OWNER IS  SEARCHING FOR A CPA LIKE YOU.

Three key differences:

1. Behavioral Intelligence Targeting
We only target business owners actively searching for CPA services right now - not random "business owners age 35-65." We find people searching "CPA near me," visiting competitor websites, and comparing services in real-time. Result: 95% reduction in wasted ad spend.

2. AI Voice Agent Handles All Follow-Up
You never make a cold call. Our AI calls every consultation request within 5 minutes, qualifies prospects based on your criteria, answers questions 24/7, and books consultations directly on your calendar. You show up to pre-qualified meetings ready to close.

3. 15-Client Money-Back Guarantee
If you don't acquire 15 new clients within 4 months, we refund every dollar. Complete risk reversal. We only profit if you get results and continue as a client.

Most agencies deliver leads and disappear. We deliver booked consultations on your calendar, automatically, with guaranteed results.

Yes. We built our entire system specifically for CPA client acquisition:

- We understand tax season cycles (Q4 planning, Q1 prep, year-round advisory)
- We know how to position advisory services vs. commodity tax prep
- We target the exact search terms business owners use when looking for CPAs
- Our AI is programmed with CPA-specific qualification questions
- Our campaigns optimize for CPA buying behavior and decision timelines

We don't work with law firms, consultants, or other service providers. CPA firms only.

Why? Because specialization works. When you build a system for ONE industry, it performs 10x better than generic B2B templates.

CPA Firms That Are Great Fits:

✅ 2-10 person practices looking to scale predictably
✅ Currently rely heavily on referrals (want more control)
✅ Want to move clients from compliance to advisory services
✅ Don't have time to make 50+ cold calls per month
✅ Willing to invest $8K-10K to acquire 15+ new clients
✅ Have operational capacity for 15-20 new clients this quarter
✅ Operate in markets with 50K+ population
✅ Offer tax planning, advisory, or strategic services (not just basic tax prep)

CPA Firms That Aren't Good Fits:

❌ Solo practitioners not ready to scale
❌ Firms that only do commodity tax preparation
❌ Markets under 30K population (insufficient search volume)
❌ Firms without capacity to take on new clients right now
❌ Looking for "instant results" (our process takes 4 months)
❌ Not willing to show up to pre-booked consultations professionally

If you're unsure whether you're a fit, apply and we'll discuss on the strategy call.

Typical Timeline:

Week 1: Campaign setup and launch
- Behavioral targeting campaigns configured
- AI voice agent programmed with your qualification criteria
- Landing pages built and deployed
- Calendar integration completed

Week 2-3: First consultation requests arrive
- Campaigns begin generating clicks
- AI starts calling and qualifying leads
- First consultations book on your calendar

Month 1: 3-4 new clients acquired
- Campaigns fully active and optimizing
- Steady flow of consultation bookings
- You're closing initial engagements

Month 2-3: 7-12 total clients acquired
- Peak campaign performance
- AI agent fully optimized for your market
- Consistent consultation volume

Month 4: 15+ total clients acquired (guaranteed)
- Final push to hit guarantee threshold
- Your pipeline is now predictable and scalable

First consultations within 2-3 weeks. First clients within 30-45 days. 15 clients within 4 months or full refund.

Yes, it's risky for us. That's the point.

Here's Why We Can Make This Guarantee:

1. Behavioral Targeting Works
We only show ads to business owners exhibiting active CPA search behavior in the last 7-30 days. Not random audiences. Not cold prospects. Only people actively looking for CPAs right now.

2. AI Conversion Rates Are Proven
Our AI calls every lead within 5 minutes and follows up persistently. This converts 60-80% of leads to consultations vs. 20-30% when CPAs manually follow up (because you're busy serving clients).

3. CPA-Specific Optimization
We understand tax cycles, advisory positioning, and CPA buying behavior. We're not running generic B2B templates.

4. We Only Profit If You Succeed
If you don't get 15 clients, we refund everything and make $0. We can't afford to fail, which means we're extremely motivated to deliver.

Math:
Over 4 months, we typically generate 50-80 qualified consultation requests. With industry-standard 30-50% close rates, that's 15-25 new clients. We guarantee the minimum (15) and refund if we don't hit it.

A "client" counts when EITHER:
✅ Signed engagement letter for tax, advisory, or accounting services
✅ First payment received for services

What Does NOT Count:
❌ Consultation completed but no engagement signed
❌ Prospect still "thinking about it" at end of month 4
❌ Client who signed but backed out before starting
❌ Existing client who added a service
❌ Referral from your personal network (not from our campaigns)

We guarantee closed business - signed engagement letters OR first payments received - from prospects generated by our campaigns.

We track this through your CRM integration. You update lead statuses naturally in your workflow, and our portal counts conversions automatically.

On day 120 (end of month 4):
- 15+ clients = Success! Continue month-to-month or pause as desired.
- 14 or fewer = Full refund processed within 10 business days.

To qualify for the money-back guarantee, you must:

✅ Respond to Qualified Leads Promptly
Consultation requests must receive response within 24 business hours (usually AI books them automatically, but if prospect requests human contact).

✅ Conduct Professional Consultations
Use advisory-focused approach. Position as strategic partner, not commodity tax prep. We provide consultation best practices.

✅ Keep Campaigns Active
Cannot pause campaigns for more than 7 consecutive days without valid reason. Pausing stops lead flow and makes 4-month timeline impossible.

✅ Have Capacity for Clients
Must have operational bandwidth to serve 15+ new clients (staff, systems, time to deliver services).

✅ Maintain Accurate CRM Data
Update lead statuses so our portal can track conversions. Required for guarantee verification.

✅ Participate in Bi-Weekly Strategy Calls
Review performance, optimize campaigns, refine AI scripts. Your input helps us improve results.

Guarantee Void If:
- You repeatedly fail to respond to qualified leads
- You refuse to conduct consultations professionally
- You pause campaigns for extended periods without cause
- You provide false information about client acquisitions

This is a partnership: We deliver qualified consultations on your calendar. You close them professionally.

Simple: You get every dollar back.

The Refund Process:

Day 120 (End of Month 4):
- Our portal counts clients acquired from campaigns
- We verify through your CRM tracking
- Status of "Client - Signed" or "Payment Received"

If You Have 15+ Clients:
🎉 Congratulations! You've acquired $225K+ in potential lifetime value.
- Continue month-to-month at $2,500 (no contract)
- Pause if you have enough clients
- Discontinue anytime with 30-day notice

If You Have Fewer Than 15 Clients:
- You notify us (or we proactively reach out on day 120)
- We verify count through portal
- Full refund processed within 10 business days
- No hassle, no arguments, no questions

Even If We Refund:
- You keep all clients acquired (even if fewer than 15)
- You keep custom landing pages and campaign assets
- You keep all campaign data and learnings

Your Risk: $0
Your Upside: $215K-$217K net return

That's an asymmetric bet in your favor.

Two Investment Options:

OPTION 1: Pay Upfront (Best Value)
$8,000 one-time payment
- Save $2,000 (20% discount vs. monthly)
- 4 months of complete service
- Full refund if you don't get 15 clients

OPTION 2: Monthly Payments
$2,500/month × 4 months = $10,000 total
- Spread payment over 4 months
- Same service, same guarantee
- Full refund if you don't get 15 clients

What's Included (Both Options):
✓ Behavioral intelligence targeting campaigns
✓ AI voice agent (calling, qualifying, booking)
✓ Custom landing pages for consultations
✓ CRM portal integration and tracking
✓ Dedicated account management
✓ Bi-weekly strategy calls
✓ Real-time performance dashboard
✓ All ad spend included

No setup fees. No hidden costs. No surprises.

Your ROI:
15 clients × $15K average LTV = $225,000
Investment: $8K-$10K
Net return: $215K-$217K
ROI: 27-28x

After 4 Months:
Continue month-to-month at $2,500 (optional, no contract), pause services, or discontinue with 30-day notice.

You Likely Qualify If:

✅ Licensed CPA firm or accounting practice
✅ Professional liability insurance
✅ Established business (not brand new startup)
✅ Professional website or online presence
✅ Capacity to serve 15+ new clients
✅ Located in market with 50K+ population
✅ Offer tax planning, advisory, or strategic services
✅ Can invest $8K-10K for 4-month program

You Might NOT Qualify If:

❌ Not licensed CPA/accounting firm
❌ Just launched practice (no systems yet)
❌ No capacity for new clients currently
❌ Very small market (under 30K population)
❌ Only offer basic tax prep with no advisory
❌ Budget constraints (less than $8K available)

The Application Process:

Step 1: Apply (5-minute application)
Step 2: 30-minute strategy call with our team
Step 3: Review service agreement and guarantee terms
Step 4: Choose payment option
Step 5: Campaign launch (Week 1)

We'll determine if we're a mutual fit on the strategy call. Not every CPA firm is right for Swish, and Swish isn't right for every CPA firm. We're upfront about fit.

How the AI Agent Works:

When someone requests a consultation:
1. AI calls within 5 minutes (while interest is hot)
2. Natural conversation to understand their needs
3. Qualifies based on criteria you've set (business size, services needed, timeline)
4. Answers their questions about your services, specialties, pricing approach
5. Books qualified prospects on your calendar instantly
6. Sends confirmation text with appointment details
7. Follows up with reminders to reduce no-shows

For Not-Ready Prospects:
- AI nurtures via calls and texts over days/weeks
- Checks in periodically until they're ready to book
- Continues until they book, opt out, or 90 days pass

How Natural Is It?
Very natural. Some prospects realize it's AI, some don't. If asked directly, the AI says: "Yes, I'm an AI assistant for [Your Firm]. I can answer your questions and schedule you, or connect you with the team if you prefer. Which would you like?"

Most prospects don't care - they just want their questions answered and to get scheduled.

What If It Messes Up?
- All calls are recorded and available in your portal
- First 2 weeks: We review calls together and refine scripts
- You can listen to any conversation and request adjustments
- AI can transfer to human anytime if things go wrong
- Ongoing monitoring and optimization throughout 4 months

Quality Control:
We program the AI with YOUR specific services, pricing approach, qualification criteria, and brand voice. It's customized to represent your firm accurately.

Plus: AI doesn't get tired, forget to follow up, or take weekends off. It handles leads 24/7 consistently.

You Have Three Options:

OPTION 1: Continue Month-to-Month (Most Common)
- $2,500/month, no contract
- Same service: targeting, AI agent, landing pages, portal
- Cancel anytime with 30-day notice
- Most CPA firms continue because consistent client acquisition becomes a competitive advantage

OPTION 2: Pause Services
- Stop campaigns temporarily if you're at capacity
- Can restart anytime
- No penalty for pausing

OPTION 3: Discontinue Completely
- 30-day notice required
- You keep all clients acquired
- You keep landing pages and campaign assets
- You keep CRM data and portal access for records

What Most Firms Do:
After seeing 15+ clients acquired in 4 months, most continue month-to-month because:
- Pipeline is predictable (no more feast-or-famine)
- AI eliminates cold calling burden
- Campaigns are optimized and performing well
- Cost per client ($150-400) is 60-85% lower than alternatives
- You have control (scale up, scale down, pause anytime)

No Long-Term Contracts:
After the initial 4-month guarantee period, you're month-to-month. We earn your business every 30 days based on results.

Yes - and competitive markets are often BETTER.

Why Competitive Markets Work Well:

More Competition = More Search Volume
- More CPAs = more business owners comparing options
- Higher search volume for "CPA near me" and related terms
- More prospects actively in buying mode

We Help You Stand Out Through:
- Industry specialization (medical, real estate, tech, manufacturing)
- Service differentiation (advisory focus vs. commodity tax prep)
- Geographic targeting (specific neighborhoods or suburbs)
- Prospect profiling (business size, revenue, needs)

Example:
Phoenix has 500+ CPA firms. But we don't target "all business owners in Phoenix." We target:
- Manufacturing companies with $500K-$5M revenue
- In specific zip codes
- Currently searching for CPA services
- Visiting competitor websites

That narrows it from 500 competitors to 5-10 relevant competitors for that specific prospect.

Competitive Markets = More Opportunity
Don't avoid competition. Use precision targeting to win anyway.