Five options, each a different layout. Pick one number and use that option's banner, headline and Featured tile together. Every option points to one thing: your tax diagnostic for CPA firms, with the keyword “DIAGNOSTIC”, your own word for it (“I will give you the diagnostic”, 6 July). Each banner is also shown at real phone size, so you can see it reads.
Year-round tax planning for CPA firms of 11 to 50 people | 30 years inside accounting firms | 10 years a tax partner | Attorney, former EY | DM "DIAGNOSTIC"
This is the real size on a phone. Every word is readable.
I help CPA firms give every client real tax planning | Not just the few who can carry the partner hours | 10 years a tax partner | Attorney, former EY | DM "DIAGNOSTIC"
This is the real size on a phone. Every word is readable.
30 years inside accounting firms, 10 as a tax partner | Now I help CPA firms deliver year-round tax planning | Attorney | Law school valedictorian | DM "DIAGNOSTIC"
This is the real size on a phone. Every word is readable.
CPA firms: turn $6K return clients into year-round planning | Former EY tax | 10 years a tax partner | Attorney | Founder, Excelerating AI | DM "DIAGNOSTIC"
This is the real size on a phone. Every word is readable.
Most business owners pay more tax than they have to. I help CPA firms fix that | Attorney, 7 years in tax at EY | 30 years inside accounting firms | DM "DIAGNOSTIC"
This is the real size on a phone. Every word is readable.
Send it to anyone who likes or comments on your posts, or who's just connected. Swap the highlighted bits for each person.
Hey [FIRST NAME], I'm just about to head out the door to [one of the boys' games] and wanted to send this before I forget.
I saw you [liked / commented on] my post about [TOPIC] (or: thanks for connecting!), so I wanted to properly introduce myself.
I'm Brian. I run Excelerating AI. We help accounting firms of 11 to 50 people give every business client real tax planning, not just the few who can carry the partner hours.
I looked at your firm's website and you reminded me of [CLIENT NAME], who I was just on a call with. [RESULT].
Here's why it works. The diagnostic does the gathering, the issue spotting and the scenarios before the client call. The partner keeps the judgment. That's about 45 minutes of preparation, not four unbillable hours in March.
It took me 30 years inside accounting firms to dial this in, including seven in tax at EY and ten as a tax partner.
Right now we've got an offer where [THE OFFER].
As you can imagine, the billable hour isn't a big fan of us haha.
Anyway, I really have to go or I'll miss [the first pitch].
Happy to walk you through how it works. I've got [TIME 1] or [TIME 2] free tomorrow?
If not, no biggie at all. Happy to just send you the tax diagnostic instead.
Nice to meet you!
Cheers,
Brian