Practice Management Software Marketing Agency Turn firm owners already comparing tools into trials that actually renew.

We publish real numbers, not “contact us.” Google Ads management is 10% of your monthly ad budget, with a $600/month minimum — your ad budget goes to Google in full, and we add no markup. SEO runs $50 per page per month, with a 10-page minimum to start. A custom site is one of eight fixed one-time packages, $1,500 to $20,000+, laid out at /websites. No setup fee, no contract, month to month — request a proposal and we'll have exact numbers back to you within one business day.

If your CAC keeps drifting up, trials keep stalling before a firm imports its first client, or your pipeline still leans on conference booths and word of mouth between firm owners, probably yes. We take the landing pages, the ad accounts, the SEO, and the onboarding email off your plate so your team stays on the product. If trials are already converting and renewing on their own, there's no reason to change that.

It's the team behind every trial, demo, and signed firm you get outside of referrals. We build the product site and pricing pages, run Google Ads against firm owners actively comparing tools, win the “[competitor] alternatives” and category searches on G2 and Capterra, and automate the onboarding and renewal email that keeps a signed firm past its first busy season.

Ask three things: do they optimize for trials and signed firms or just traffic, can they show you CAC and trial-to-paid rate by channel, and do they understand why a firm won't touch new software once tax season starts? Then check ownership — your domain, ad accounts, and firm data need to stay in your company's name, not the agency's. A candidate who can't explain how they'd time a launch around filing deadlines hasn't done this before.

Google Ads can produce trial signups within the first few weeks. Rankings for category and “alternatives to” searches take about 3–4 months to build and then keep compounding. Lifecycle email starts moving your trial-to-paid rate almost immediately, since it's working on people who already signed up — so you're not waiting on organic alone to see results.

One team runs your site, your ads, your SEO, your AI-search visibility, and your onboarding email, so nothing gets lost in a handoff between vendors — and we're measured on trials and signed firms, not clicks. Pricing is public, there's no setup fee, contracts are month to month, and your site, ad accounts, analytics, and firm data are yours from day one.

Our starting prices are public on the pricing page — nothing hidden behind a sales call. What changes proposal to proposal is scope: how many landing pages, how many keywords, how big your ad budget is. Tell us about your platform and your current funnel and we'll turn around exact numbers within one business day, no obligation.

Trials, demos, and signed firms — traffic that doesn't convert isn't worth reporting on. Every landing page and ad is built around getting a firm owner to start a trial, and every trial gets traced back to the campaign or keyword that produced it, so you can see your actual CAC and trial-to-paid rate, not just visit counts.

Yes, and we build separate messaging for each. Bookkeeping firms tend to search around client volume, recurring billing, and QuickBooks Online or Xero sync; CPA and tax firms search around deadline tracking, workpapers, and capacity across a busy season. Most platforms sell to a mix of both, and we scope your campaigns and content to whichever split matches your actual customer base.

Yes — it's the calendar this whole category runs on. We push onboarding hard enough that a new firm is comfortable and live before individual and business filing deadlines hit, and we know the calmer weeks right after those deadlines pass are when firms actually evaluate switching tools. A firm still learning your platform during the April rush is a firm that reverts to spreadsheets.

Yes. Your site, brand assets, ad accounts, analytics, and firm data all live in accounts your company owns, not ours. We work month to month — if you ever leave, everything simply stays exactly where it is.

Yes. We plug into whatever CRM and product analytics you already run — HubSpot, Salesforce, or your own stack — so trials, demo requests, and pipeline land where your team already works, and attribution holds together from the first ad click to a signed, renewing firm.

Most practice management software sites and landing pages launch in about 2–4 weeks. What moves that timeline is mostly how quickly we get your product screenshots, pricing, and feedback back from you — we'll map out a real schedule before any work starts.