BOLT-ON REVENUE ENGINE

ATTENTION: CPA FIRMS

Discover How To Supercharge Your CPA Firm’s Revenue

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Unlock More Time, Revenue, and Client Satisfaction - Without Lifting a Finger

Transform your CPA practice from overwhelmed to optimized with automated systems that work as you, for you.

Are You a CPA Who Feels Stretched Too Thin?

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

Why Current Solutions Fall Short

Most "solutions" are built by tech people who don't understand your world. You're offered:

Complicated CRM Systems

That require hours to learn and manage, adding to your workload instead of reducing it.

Referral Programs

That treat your time like a favor, not a valuable asset, with minimal compensation.

You need more than another tool to manage—you need a partner that works for you

Meet Bolt-On Revenue: Your Practice, Multiplied

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.

Your Digital Clone That Never Sleeps

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

How It Works

Six powerful components working together to multiply your practice's impact

Seamless Integration

Securely share your client database (never tax returns or sensitive docs).

Automated Client Nurturing

Proven campaigns keep your clients engaged, schedule meetings, and send reminders—all in your name.

Effortless Upselling

Automated product campaigns recommend valuable resources to your clients as if you were doing it personally.

Hands-Free Revenue

We handle everything—from follow-up to fulfillment—using trusted, vetted partners.

Track Your Success

Watch your earnings and engagement grow in real time through your personalized dashboard.

Local Growth Automation

Attract and nurture new clients in your community with smart, localized marketing—on autopilot.

See Your Success in Real-Time

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

Why Choose Bolt-On Revenue?

We've eliminated every barrier that stops CPAs from growing their practice

No Learning Curve

We handle the tech—so you don't have to. Start seeing results immediately without training or setup time.

No Out-of-Pocket Cost

Get our proprietary CPA Revenue Engine (CRM). You only profit—there are no upfront investments.

No Extra Work

We market through you, not to you, so your clients get more value without you lifting a finger.

More Satisfied Clients

Offer the innovation and service of a big firm, with the personal touch only you can provide

More Revenue, Less Stress

Earn on every client who opts in, and enjoy the freedom to focus on what you do best.

Complete Security

Bank-level security protects your data. We never access sensitive documents or tax returns.

Two Powerful Solutions, One Goal: Explosive Growth

Successful CPA firms are adding multiple revenue streams and automating their client acquisition process.

SOLUTION ONE

CPA Synergy Network

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.

How Does It Work?

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.

What's In It For You?

1. New Revenue, No Extra Work

2. Stronger Client Relationships

3. Exclusive Access to Financial Solutions

4. Total Transparency and Security

SOLUTION TWO

CPA Client Engine

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.

Complete Workflow Automation:

NURTURE Automations:

• New lead to book call sequences

• Call booked follow-up sequences

• Stale leads automation

• Database reactivation

• Invoicing automation

• Reviews and referral campaigns

RETENTION Automations:

• 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.

Everything You Need to Dominate Your Market

Two powerful solutions working together to transform your accounting firm into a growth machine.

Real Results. Real Rewards

CPA firms are transforming their practices with Bolt-On Revenue

"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

Ready to Multiply Your Impact?

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.

Transforming CPA firms with innovative revenue solutions and automated marketing systems.

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