Your Industry —

Professional Services

Empower your brand, become an influencer in the financial management space. Read more

We will transform your marketing strategies to enhance your presence online, with the objective to widen your customer base.

Our Recommendation

1

Marketing Consulting

Includes high level marketing plan, monthly meeting, website hosting, and fees with the overall goal for additional support. This is a great starting place to plan for growth.

2

Customer Retention and Customer Engagement

Includes email drip campaigns, SMS marketing, social media management, SEO optimization, website copywriting, and online chat built in website) with the goal to retain and acquire new customers.

3

Custom Content

Blogging, Custom Videos, with the option to create your own Youtube channel to build an audience and become an influencer as an accountant. On your CoPilot team, we will staff you an individual with work experience in the accounting industry.

4

Custom Sign-In Portal

For clients to upload and update documents within your new website. This will streamline the work process as a one-stop shop and make your clients feel more secure. Any new software updates we develop, you’ll get for FREE.

Please note:

Each stage of services will compound as you progress.
This is our recommended service packages, but feel free to acquire your custom pricing set with our selected service pricing table below.

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