Receive 10+ Qualified Consultations Every Month Without Relying On Referrals

It's a flat management fee of $1,249/month, plus your ad spend, which starts at $1,500/month. The ad spend goes straight to the social media channel, not to us, so you always know exactly where that money is going. All payments are made in USD.

If we don't deliver on our promise we work at no cost until we do.

A business owner who needs tax or bookkeeping help, has had a real conversation with someone on our team, and has either booked time on your calendar or prefers a call. You can see the full conversation for every one.

Before anything reaches your calendar, we screen out people shopping for the cheapest return, people looking for free advice, and anyone outside the services you want. Spam and duplicate submissions never count.

Most firm owners we talk to have been. It's usually one of three things: the leads were junk, there were no leads at all, or the leads went cold because nobody called them fast enough.

Every lead is screened with a survey and a real conversation before it reaches you, our setter follows up within minutes, and if we don't bring you 30 appointments or calls, we work at no-cost until we do.

Referrals will always bring some of your best clients. But plenty of business owners don't have anyone to ask: new owners, people who just moved, or people whose accountant just retired. They search Google and scroll Facebook. We put your firm in front of them with an offer built around the clients you actually want.

We're marketers, and that's on purpose. You already know how to do the accounting. What most firms are missing is a reliable way to get the right clients in the door.

I'm Shaun Kaushal, I'm ex-Intuit, and Shorecrest only works with accounting, bookkeeping and tax firms. So we already know the difference between a 1040 shopper and a corporate client worth keeping year-round, and we build everything around that.

Our clients typically see their first client in less than 21 days, and the fastest so far was 8 days.

It depends on your market and how quickly you follow up with new leads, but you won't be waiting months to find out if this works. You'll see real conversations with real business owners within the first few weeks.

There's a 90-day starting term, since that's how long it takes to properly build and prove the system. After that it's month to month. I don't want you staying with us because you're locked in. I want you staying because it's working.

If we don't hit the number in 90 days, we work at no-cost until we do.

You do. You will have full ownership of the ad accounts and lead lists. We also provide you with a CRM plus many other tools which you can continue to pay at a small fee of $97/month as an option.