Do you have a lead generator growing you email list?
Are you ever embarrassed to show someone your website?
Can current or potential clients easily book time with you?
Do you have an annual evergreen email campaign to keep you top of mind?
Are you currently paying for 2 or more marketing/booking apps?
Do you wish you had all the marketing tools to grow your tax advisor business?
✔️ Pro-Level Branding: Professional design, color palette, and visual identity that instantly builds trust and looks better than 99% of your competition. (Value: $3,200)
✔️ Website/Email Copy That Books Jobs: We write it. You adjust it (only if needed). Converts visitors into calls, quotes, and booked jobs. (Value: $2,800)
✔️ Plug-and-Post Social Content: Templates + captions ready to use — no more wondering what to post to stay top-of-mind. (Value: $2,300)
✔️ 1-on-1 Marketing Strategy Session: A private call where we map out exactly how to dominate your local market. (Value: $250)
✔️ Google Business Profile Checklist: A step-by-step guide to help you show up higher in local search, get trusted faster, and bring in more leads with a fully optimized Google listing. (Value: $150)
✔️ Print-Ready Promo Templates: Flyer, door hanger, and business card templates professionally designed to make your business stand out. (Value: $600)
🗓️ Free Social Media Planning Session (Value: $250)
🗓️ Free Google Business Profile Review (Value: $250)
🗓️ Free Paid Ads Strategy Session (Value: $350)
🧾 Free Cash Flow Assessment (Value: $300)
Because so many Tax Advisors also offer more services, you’ll also get the FULL BrandPacks for:
Bookkeepers
Financial Advisor
Insurance Agent
These are normally sold separately for over $3,000. But you get them free when you grab your Tax Advisor BrandPack.
When you purchase your bookkeeping BrandPack, you'll get immediate access to all the tools and resources.
You'll be enrolled in an onboarding to get everything setup and customized. If you get stuck anywhere, we're here to help.
Leverage solid marketing essentials and bookkeeping specific marketing automation to fill your calendar with new clients.
You deserves a marketing OS that works as hard as you do.
Say goodbye to manual efforts and automate your sales funnel for a website that converts around the clock. Make money in you sleep with a smart, seamless marketing solution.
Simplify your marketing tech with all the functionality you need in a single app.
No more stringing together a hodgepodge of tools that only sort of get the job done. Instead, it's time you experience marketing that runs the way it should without you having to babysit it.
That's why we created the Better Story Marketing OS - a ready-to-use solution for CRM, proposals, contracts, invoices, email automation, social media, and more.
Stop drowning in marketing tasks.
Trade the clutter of tools for one top-notch OS. Enjoy smooth, hands-off marketing that simply works.
Whether you're a entrepreneur, nonprofit leader or coach, leveraging the Better Story Brand Intensives means you'll experience:
A sales funnel that drives revenue
A website you can be proud of
A design system that sells your brand.
Emails that keep customers engaged
Confidence telling your better story
A steady stream of lead to sustainably grow your business
A path to make a real impact.
