Advisory lead buried in tax season
A business owner wanting CFO-level help sits in the same queue as simple returns.
COSTS YOU →Your highest-value client of the year hires the firm that called back.
More clients for Accounting & CPA Firms · Des Moines metro & Iowa
More high-value advisory clients, without them getting buried under tax-season noise.
Plans from $149/mo· backed by our 90-Day Customer Guarantee
See all three plans and what each includes[ THE LEAKS · Accounting & CPA Firms ]
A business owner wanting CFO-level help sits in the same queue as simple returns.
COSTS YOU →Your highest-value client of the year hires the firm that called back.
Staff hand-sort new requests during the busiest weeks.
COSTS YOU →Hours you don't have in March.
You email the list three times and the pieces trickle in.
COSTS YOU →Returns stalled on paperwork.
At capacity, inquiries just go unanswered.
COSTS YOU →Clients you could have had after April, gone for good.
4 leaks. One system plugs all of them. See how
[ WHY SPEED WINS ]
62%
of calls go unanswered
In a study of 85 small businesses, most calls were never picked up. Those callers dial the next company.
21×
more likely to win the lead
Leads called back within 5 minutes were about 21 times more likely to qualify than leads called back after 30.
97%
read reviews before choosing
Nearly everyone checks your reviews before they call, so the business with visible reviews gets the call.
How AxeonCORE makes sure you answer first
[ THE SYSTEM ]
Found first, chosen first, booked first.
Found first
On Google, on the map, and in AI answers when people nearby search.
Chosen first
A fast site with your reviews up front that makes you the obvious pick.
Booked first
Tap-to-call and a quote form on every page. On AxeonCORE, AI chat and follow-up answer in seconds.
[ HOW IT WORKS ]
On AxeonCORE, these run automatically.
A business owner looking for a CPA finds your firm on Google or in an AI answer
Intake separates tax prep, bookkeeping, and advisory requests up front
Advisory leads book a consultation directly, so they don't wait behind tax-season questions
Automatic emails tell each new client which documents to have ready
Your lead list tracks every inquiry, and follow-up reaches the ones you couldn't take until after tax season
[ SAME SYSTEM, DIFFERENT TRADE ]
A-1 Auto Detailing, for “Pleasant Hill auto detailing,” with a 5.0 Google rating from 180+ reviews front and center.
“…Whatever you have been doing, it’s working. Getting lots of leads.”
[ FAQ ]
Intake separates tax prep, bookkeeping, and advisory requests up front, so higher-value leads don't get buried during tax season.
On AxeonCORE, automatic emails tell each new client which documents to have ready, instead of chasing files over scattered email threads.
Yes. Our 90-Day Customer Guarantee: More calls and leads in your first 90 days than you were getting before, or we keep working for free until you do. We set your baseline together on the kickoff call and track every call and form from day one. It comes with AxeonCORE and AxeonGROWTH, and applies while you're on your plan and answering new leads within one business day.
$99 to start, then a flat monthly plan: $149/mo (Essentials), $299/mo (AxeonCORE), or $999/mo plus ad spend (AxeonGROWTH). There's a 3-month minimum, then it's month-to-month. We'd rather be upfront about cost than make you book a call just to find out.
Yes. You own 100% of your site, code, and design files, plus your domain and content. If you ever decide to part ways, we hand over your site's files and assets so you can move to another provider without starting over.
[ 90-DAY CUSTOMER GUARANTEE ]
More calls and leads in your first 90 days than you were getting before, or we keep working for free until you do.
Included with AxeonCORE and AxeonGROWTH. Baseline set together on your kickoff call. Applies while you're on your plan and answering new leads within one business day.