BOLT-ON REVENUE ENGINE
Transform your CPA practice from overwhelmed to optimized with automated systems that work as you, for you.
Do you ever wish you could clone yourself just to keep up with tax prep, bookkeeping, networking, and finding new clients?
Are you watching massive firms and new tech threaten your client relationships—while you struggle to offer more value with the time you have?
Overwhelming workloads that leave no time for growth or innovation
Aggressive competition from big firms and technology platforms
The pressure to offer new products your clients need—before someone else does
That require hours to learn and manage, adding to your workload instead of reducing it.
That treat your time like a favor, not a valuable asset, with minimal compensation.
Imagine a system that doesn't just help you manage your business—it works as you, for you, so you can focus on what matters most.
Bolt-On Revenue creates a digital version of your practice that works 24/7, nurturing clients, generating leads, and driving revenue while you focus on high-value activities.
Works seamlessly with your existing processes
Maintains your personal brand and voice
Generates revenue while you sleep
Securely share your client database (never tax returns or sensitive docs).
Proven campaigns keep your clients engaged, schedule meetings, and send reminders—all in your name.
Automated product campaigns recommend valuable resources to your clients as if you were doing it personally.
We handle everything—from follow-up to fulfillment—using trusted, vetted partners.
Watch your earnings and engagement grow in real time through your personalized dashboard.
Attract and nurture new clients in your community with smart, localized marketing—on autopilot.
Your personalized dashboard shows exactly how Bolt-On Revenue is growing your practice. Track client engagement, revenue generation, and new lead acquisition—all in one place.
Real-time revenue tracking
Client engagement metrics
Lead conversion analytics
We handle the tech—so you don't have to. Start seeing results immediately without training or setup time.
Get our proprietary CPA Revenue Engine (CRM). You only profit—there are no upfront investments.
We market through you, not to you, so your clients get more value without you lifting a finger.
Offer the innovation and service of a big firm, with the personal touch only you can provide
Earn on every client who opts in, and enjoy the freedom to focus on what you do best.
Bank-level security protects your data. We never access sensitive documents or tax returns.
Unlock Effortless Revenue. Deliver Unmatched Value.
Turn Your Client List into a Revenue Machine—Without Lifting a Finger
Earn Effortless, Recurring Revenue
Share your client database securely. Every time a client says "yes," you get paid. Simple as that..
Give Clients Access to Elite Financial Products
Offer exclusive solutions they can't find anywhere else. Help them grow, protect, and optimize their wealth.
Zero Hassle, Zero Risk
No selling. No chasing. Our expert team handles everything while you focus on your practice.
1. Apply to Join: No cost. No risk. No obligation.
2. Connect Your Clients: We handle all communications, always with your brand's reputation in mind.
3. Get Paid-Over and Over: Every successful referral puts money in your pocket. Track your earnings in real time.
1. New Revenue, No Extra Work
2. Stronger Client Relationships
3. Exclusive Access to Financial Solutions
4. Total Transparency and Security
Turn Prospects Into Clients, Clients Into Raving Fans
Supercharge your accounting firm's growth with automated marketing that works while you sleep. Stop chasing leads and start welcoming new clients—without the stress, guesswork, or endless follow-ups.
Lead Capture
Effortlessly capture and nurture new leads with automated follow-ups that convert prospects into clients.
24/7 Automation
From first contact to loyal client, automate every step while you focus on delivering great service.
Review Engine
Generate 5-star reviews and steady referrals by turning happy clients into your best promoters.
Simple Setup, Powerful Results
Get CPA Client Engine Installed
We handle the setup, customizing everything to fit your firm's brand and goals.
Activate Your Campaigns
Just flip the switch. Watch as leads, appointments, and reviews start rolling in.
Focus on Your Clients
Let CPA Client Engine nurture, follow up, and build your reputation—while you focus on delivering great service.
• New lead to book call sequences
• Call booked follow-up sequences
• Stale leads automation
• Database reactivation
• Invoicing automation
• Reviews and referral campaigns
• 2+ years of pre-written emails
• Seasonal sequence placement
• Anniversary nurture automation
• Birthday nurture automation
• Holiday nurture automation
Watch the video above to understand how our CRM system empowers you to enhance your client relationships and drive business growth.
"We joined the CPA Synergy Network, and within months, we'd earned thousands in referral revenue—without a single extra meeting. Our clients love the new solutions, and we love the simplicity."
- Sarah M., CPA Firm Partner
"CPA Client Engine transformed our practice. We doubled our booked calls in the first month and finally have a steady stream of referrals. It's like having a full-time marketing team—on autopilot."
— Jennifer T., CPA Firm Owner
Make your clients happier, earn more, and reclaim your time—starting today.
Let Bolt-On Revenue be the secret weapon behind your practice's growth.
Earn More - Offer More - Stand Out
No obligation . No risk . Just results.
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