For accounting & CPA firms

“Tax season ends. Then the pipeline goes quiet.”

Revenue Engine is AI that runs your firm’s outbound, content, reply handling, CRM, and follow-up in the tools you already use. You set the market, voice, and approvals; you close the deals.

Get my firm’s growth plan See how it runs
The post-deadline drop

Client work fills the calendar. The next season gets whatever time is left.

A client deadline
  • An owner, a deadline, and a review process
  • Work completed before the filing date
  • Every open item tracked to closure
Your firm’s pipeline
  • Referrals carrying the whole pipeline
  • Content and outreach postponed until deadlines pass
  • Warm prospects waiting while the firm stays busy

The problem is not whether your firm can deliver. It’s that recurring sales work stops when deadlines hit.

How it runs

Revenue Engine runs the whole sales and marketing workflow.

AI does the recurring work in the systems you already use. You set the direction, rules, and approvals.

Eight connected Programs, from strategy through control.Revenue Engine runs 100+ recurring revenue jobs in your existing systems. You configure the market, voice, rules, and approvals.

Strategy & Offer
  • Positioning & messaging
  • Offer and pricing angles
  • What to say, to whom
Audience
  • ICP & target lists
  • Intent & enrichment
  • Market & competitor research
Reach
  • Prospecting & outreach
  • Channels that fit your buyer
  • Sequences in your voice
Conversations
  • Reply handling & qualifying
  • Meetings booked
  • Follow-up that never drops
Conversion
  • Landing pages & lead magnets
  • Proposals and next steps
  • What converts, tested
Pipeline
  • CRM kept clean
  • Pipeline & forecast
  • Nothing sits untouched
Authority
  • Content, SEO & blog
  • Brand & social presence
  • Proof and case studies
Control
  • Reporting - what moved
  • Your approvals and vetoes
  • Optimized every cycle
See everything it runs
It runs continuously - each cycle compounds.
An accounting firm like yours

+$457K in new revenue in one year.

Robert runs A1 Accounting in California. Revenue Engine keeps the recurring sales and marketing work moving inside his existing systems; Robert controls the commercial decisions.

RobertOwner, A1 Accounting (CPA)
Accounting / CPA
+$457K
New revenue in one year

A publicly attributable result from a live client engagement.

Ready when you are

Give your firm its own growth account.

One short call - no pitch, no pressure. We tell you straight whether it is a fit, and what it would run for you.

Get my firm’s growth plan
Build it, or run it

A growth function is expensive to build and manage.

In-house it’s multiple jobs to hire, ramp, tool, and manage. Most accounting firms scope Markster against one growth hire, not a full in-house build.

Build it in-house
Someone to own new businesshire and ramp
A content and SEO leadto manage
CRM and pipeline opsto wire up
A whole growth functionquarters to build
Run it as one system
No headcount, no ramp✓
No separate channel handoffs✓
No contract, cancel any month✓
Target missed after ramp: fee waived, capped at 60 days✓
This is for you if
  • You deliver strong client work but growth still depends on referrals
  • Pipeline slows when deadlines and client work peak
  • You want outbound, content, and follow-up run without giving up final approval
Not a fit if
  • You want to market tax preparation to everyone
  • You want volume over fit and deliverability
  • You expect guaranteed revenue regardless of market and capacity
Worth reading first
Accounting firm questions

What firm owners ask first.

Will this create more work during tax season? +
The operating plan is built around your capacity. You approve the audience, offer, and schedule before anything runs. If intake needs to slow, the cadence changes.
Do you replace our CRM or practice-management system? +
No. Revenue Engine runs the sales and marketing work in your existing stack. Your CRM, contacts, data, and content stay yours.
Will the content sound like our firm? +
Yes. Revenue Engine is configured from your real client work and writing. You approve the voice and the plan before anything ships.
Are you selling tax or accounting services for us? +
No. Revenue Engine runs your firm’s recurring sales and marketing work. You control the services, client acceptance, technical advice, and final commercial decisions.
Who owns the data, contacts, and content? +
You do. Revenue Engine runs inside your stack, so your CRM, contacts, data, and content stay yours. Cancel any month and nothing walks out the door.
What does it cost? +
It’s fit-based, not one-size. Most firms compare it to one growth hire, not a full in-house team. The plan call gives you the exact number for the market, offer, and operating scope you approve.
Our guarantee

Keep the next season full before this one ends.

We agree the target, the ramp period, and the acceptance criteria up front. If Markster misses the target after the ramp while you hold up your end, your monthly management fee is waived until we recover the miss, capped at 60 days. Pre-paid, no contract, cancel any month. You configure the market, voice, rules, and approvals; approved work runs, and you can change direction or veto anything, anytime.

Get my firm’s growth plan Not ready to talk? See how it runs.

You get the plan either way. We only work with accounting firms we are confident we can help. You keep your stack, data, and contacts.