This Accountant Makes $3M/yr With One Simple Funnel

11/04/2025 18 min

Listen "This Accountant Makes $3M/yr With One Simple Funnel"

Episode Synopsis

In this episode, I break down the exact marketing funnel that helped scale a CPA firm from zero to $3 million per year in just three years. I walk through every piece of the client acquisition process—from the video sales letter to the application form to the booking flow—and show how top-of-funnel traffic is converted into high-value clients. Whether you're an accountant looking to scale or a service provider wanting a repeatable growth system, this episode is a masterclass in modern client acquisition.Timestamps:00:00:00 – Intro: Scaling a CPA firm from $0 to $3M/year00:00:53 – The three-step funnel: VSL → Application → Call00:01:50 – What the landing page looks like and how it’s designed to qualify leads00:03:46 – Identifying and speaking to your ideal client00:04:53 – The application form: What to ask and how to filter leads00:06:41 – Why high-income clients aren’t always better clients00:07:40 – Booking calls efficiently and avoiding no-shows00:09:49 – The importance of a proper confirmation page00:11:15 – Adding trust elements: Testimonials, pre-call videos, and resources00:12:31 – CRM & backend setup: How to manage a high volume of leads00:13:54 – The pipeline stages: From opt-ins to follow-ups00:15:40 – Why tracking conversations and payments matters00:16:44 – Automation: How to move leads through the funnel without manual work00:17:32 – What to include in a daily email sequence for new leads00:18:06 – Wrapping up: How to implement this system in your own firmInterested in working with me? Apply here:► socialclubstudios.com/work-with-usLet's connect!► Instagram: https://www.instagram.com/petervndr/► LinkedIn: https://www.linkedin.com/in/petervanderwall/► Twitter: https://twitter.com/petervndr► YouTube: https://www.youtube.com/@petervndr