Dear Accounting/Tax pro,
Are you spending hours on tasks that could be done in minutes? From data entry to reconciliation, payroll, and tax filing—these repetitive tasks eat away at your time and keep you from doing what matters most: growing your firm and providing real value to your clients.
AI is not just a buzzword. It’s a tool that’s revolutionizing the accounting profession. Firms using AI are 10 times more efficient, with fewer errors, more satisfied clients, and a greater focus on advisory services.
My name is Juliana Pace and I’m CEO of Client Matchmaking. For the last 7+ years my husband Ben Pace & I have helped 500+ accounting professionals reach their goals thanks to the framework and strategies I reveal inside this eBook.
Download your copy now to learn how AI can revolutionize your practice and make you more competitive, efficient, and client-focused.
With AI-powered accounting solutions, you can transform your practice overnight. Imagine software that handles the repetitive, time-consuming tasks, allowing you to focus on what matters most: providing strategic advice, improving client relationships, and growing your business. The firms that adopt AI today are the ones leading the industry tomorrow.
Reclaim Your Time: Automate bookkeeping, tax prep, and payroll so your team can focus on growth and strategy.
Boost Accuracy: AI-powered systems process data more accurately than manual efforts, drastically reducing costly mistakes.
Enhance Client Relationships: Use the extra time AI gives you to deepen client relationships and offer high-level, proactive advice.
Stay Competitive: Firms that adopt AI are seen as forward-thinking and more efficient, positioning themselves as leaders in the industry.
Predict the Future: AI offers predictive analytics, allowing you to foresee financial risks and opportunities before they happen.
Testimonial Viewing Tip:
Don't get fixated on Dollar amounts or speed.
Results vary and not everyone is going to close $30,000 in 2 weeks or 12 clients in 4 months.
Pay focus to what people say about the experience and the consistency.
Even a broken clock is right twice a day and any agency can eventually get a client a big win and make a testimonial.
Its the consistency and "done for you" white-glove experience that can't be faked and that is what makes us the "No-Brainer" choice for any firm looking to consistently scale their practice with confidence and that is what you should take from these testimonials.
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Since implementing 2 weeks ago, i've had 2 clients sign up and I replaced the 9-5 salary I left already! - Stephanie Seidel
Finding better clients was such a struggle. All the methods I tried before felt like I was getting nowhere. It Finally feels like "Okay, this is working!" - Kate Presto
I got my first client in 2 weeks. For $30,000!! It happened because of you(ClientMatchmaking) YOU did all the work!! - Shalini Kodial
After A Few Weeks It's Been A Nice Stream Of Appointments. Closing Clients at a nice steady pace. - Craig VonDemfange
The quality of the appointments has been Great! They get on, know who i am, what I do and can actually afford me!- Greg Batton
The deals were anywhere from a few $1,000 to over $100k for some clients! We basically within 4 months picked up a dozen clients. - John Moore
I tried coaches, agencies, consultants and blueprints. Client Matchmaking is the only solution I haven't quit on or fired. They're my best source of leads - Daren
We were on a downhill spiral. I started up and um, man... It was like the damn is breaking open! Our revenues in 2022 increased 78% from the previous year. We are closing 1 out of 3 appointments! - Jeff Davidson
Very happy with the work they've done, very happy to be continuing working with them, very happy with the clientele they've brought to my firm and would recommend them to absolutely anybody else. - Hollis Fullilove
"I've gotten nine new clients and the most valuable part of all working with them is that every time I talk to new appointment they actually tell me that they love how professional my team is.
Our favorite part is being the good communication that we've had with them. bi-weekly updates, going over each person, each of the contacts that we've made with them and they've been following up with with all of them and and that's been highly valuable for me saving me a lot of time. - Kevin Roberts
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In the nature of transparency and authenticity, I do make a special offer at the end only if you'd like help actually implementing these marketing tactics and strategies. Is it required? Absolutely not. Will you receive value & insight even if you don't want to speak together? 100% yes. Some people will take this training, implement it by themselves, and see breakthrough. Some people will see what's possible, and know that working together is just what they need to get results even faster. It's completely up to you but I hope that you'll at least participate in the free training, use it, and let me know what you think!