Stop Losing CPA Clients to Missed Calls and Manual Follow-Ups
Built by a CPA, for CPAs
"I'm Scott Sonken, and I've been a practicing CPA for 40 years. I built Profit Flow AI because I lived the same frustrations you're experiencing: missed opportunities, manual follow-ups eating up billable hours, and watching potential clients slip away because I couldn't respond fast enough.
After four decades of serving clients, I know exactly what CPAs need to grow their firms without sacrificing the quality of service that built your reputation. That's why Profit Flow AI is designed specifically for how CPA firms actually operate—not generic marketing automation that requires you to change your entire process."
The Profit Flow AI System books clients 24/7 while you focus on serving them. Guaranteed results in 30 days or we work free.
Experience the AI Before You Commit"
Want to see how our AI booking bot works? Call 760-766-2010 right now and have a conversation with Profit Pro Instant Reply. You'll experience firsthand how it answers questions, qualifies prospects, and books appointments automatically—24/7. This is the same technology that will work for your CPA firm.
How CPA Firms of All Sizes Use Profit Flow AI
Solo Practitioners: Automate appointment booking and follow-ups to free up 10+ hours per week
Small Firms (2-5 CPAs): Centralize client communication and never miss an opportunity
Growing Firms (6-15 CPAs): Scale client acquisition without hiring additional admin staff
Return on Investment and Guarantee
Profit Flow AI is positioned as a high-return investment. By generating just two new clients per month (at an average value of $3,000 to $5,000 each), the system can produce $72,000 to $120,000 in new annual revenue. Based on the first-year investment for early adopters, this represents a potential 666% ROI.
Conservative Scenario: Investment $10,961 first year → Book 24 new clients (2/month) at $3,500 each → Generate $84,000 new revenue → ROI: 666%"
Feature Packed SYSTEM for YOUR CPA Firm
"Business in a Box" system pre-loaded in your account
Professionally Designed Customizable Funnel Templates
Customizable Complete snapshot
Pre built automations:
Nurture Inbound Leads Into Appointments
Appointment Confirmation And Reminders
Message Marketing Campaigns
Automated Review Requests
Automated Referral Requests
Regular Investment
$997/month
$797/month for Early Action Takers
Our system helps you book new clients and generate thousands in new revenue
Set up fee $1397
Includes everything you need: booking bot, automation, CRM, AI website, and ongoing support.
🚫 No hidden fees.
🕒 Cancel anytime.
🔒 We never contact your clients directly. You stay in full control.
Unlimited Team Members
Reputation Management
Fully customized Conversational Bot
Missed Call Text Back Bot
Landing Pages That Convert
Professional Scheduling Tools
Pipeline Management
Multi-Channel Messaging
Unlimited Contacts
Automate Everything
Unlimited Funnels
Nurture Campaigns
Professional Invoicing
Contract Builder
eSign
Social Post Planner
AI Powered Booking Bot
Integrated Ads Manager
Account Setup Call
Additional Usage
Text: $0.016 ea.
Local Voicemail: $0.05 ea.
Email: $0.004 ea.
Toll-Free Number: $5 ea
Local Numbers: $3.00 ea.
Toll-Free Minutes: $0.08 ea.
Local Minutes: $0.05 ea.
Toll-Free VM: $0.08 ea.
What Happens Next??
"Your Path to More CPA Clients in 30 Days"
Step 1: Book Your Free Strategy Session We'll discuss your firm's specific challenges, current client acquisition process, and growth goals. (30 minutes, no obligation)
Step 2: Get Your Custom Implementation Plan If we're a good fit, we'll create a tailored plan for your firm, including timeline, setup details, and expected results.
Step 3: White-Glove Setup (Week 1) Our team handles all technical setup: booking bot configuration, CRM integration, automation workflows, and team training.
Step 4: Database Reactivation Campaign (Week 1-2) We launch your done-for-you email and SMS campaign to re-engage dormant clients while the system is being optimized.
Step 5: Start Booking Clients (Week 2-4) Your AI system goes live, booking qualified consultations 24/7. We monitor performance and optimize based on results.
Step 6: Monthly Strategy Sessions (Ongoing) Regular check-ins with Scott Sonken to review metrics, refine campaigns, and scale your growth.
You’re Great at Tax & Accounting... No Time For Marketing
But in today’s world, your firm can’t grow if:
You rely only on referrals
Leads fall through the cracks
You’re stuck doing manual follow-ups
Your website is outdated and not converting
You’re spending hours every week just to maybe book 1 call
Here’s the solution:
We’ve built a powerful yet simple AI system that helps CPAs get more clients without cold calls or gimmicks.
Automate client reactivation, streamline follow-ups, and scale your accounting firm — all without chasing leads.
As a CPA, you juggle multiple tasks every day, from managing client data and filing taxes to maintaining client relationships and staying compliant with ever-changing regulations. The workload can be overwhelming, and manual processes often slow you down.
Pain Points CPAs Face:
1. Inefficient Appointment Scheduling
Problem: Managing client appointments manually is time-consuming and prone to errors. CPAs spend valuable hours coordinating schedules, resulting in missed opportunities and disorganization.
Solution: The Booking Bot automates appointment scheduling, allowing clients to book, reschedule, or cancel at their convenience. This reduces the back-and-forth emails and phone calls, freeing up your time to focus on more critical tasks.
2. Missed Client Opportunities
Problem: CPAs often miss out on potential clients because their appointment scheduling process isn't streamlined or accessible. Prospects may get frustrated with delays or lack of availability.
Solution: The Booking Bot operates 24/7, ensuring clients can book appointments at any time. No more missed calls or clients slipping through the cracks, giving you an opportunity to capture and convert more leads.
3. Difficulty in Managing High Client Volume
Problem: CPAs frequently handle large volumes of clients, leading to chaos in scheduling, overbooking, and double-booking.
Solution: The Booking Bot syncs with your calendar and limits the number of appointments based on your availability, ensuring you never overbook. It also integrates with your CRM to automatically update client information, helping you manage clients effortlessly.
4. Client Follow-Ups & Reminders
Problem: Forgetting to follow up with clients or reminding them of appointments can lead to no-shows or last-minute cancellations, affecting your productivity and revenue.
Solution: The Booking Bot sends automated reminders and follow-ups to clients before their appointments, reducing no-shows and last-minute cancellations. This helps ensure that your calendar stays full and your time is well-managed.
5. Lack of Personalization in Client Experience
Problem: Many CPAs still rely on generic or impersonal methods of booking, which doesn’t resonate with clients who expect more personalized and efficient services.
Solution: The Booking Bot allows you to create personalized booking experiences by asking clients specific questions, customizing appointment types, and even integrating with your website to match your branding. Clients feel more valued, leading to higher conversion rates.
How is this different from just hiring a virtual assistant?
Unlike a VA who works limited hours and requires management, our AI system works 24/7, never takes a vacation, and improves over time. Plus, you get the entire CRM, automation platform, and ongoing strategy support.
What if I don't have enough leads coming in for the bot to book?
That's exactly why we include the Database Reactivation Campaign and Integrated Ads Manager. We help you generate leads AND convert them efficiently.
How long does setup take?
Most firms are fully operational within 7-10 days. Our team handles all technical configuration while you focus on your clients.
Can I cancel if it doesn't work for my firm?
Yes, you can cancel anytime. But with our 30-day guarantee, you'll see results before you have to make a long-term commitment.
Will this work for my specific type of CPA practice?
Profit Flow AI is customized for your firm's services, whether you focus on tax prep, bookkeeping, advisory, or a combination. During your strategy session, we'll discuss your specific needs.
Do I need technical skills to use this?
No. We handle all setup and provide complete training. The system is designed to be user-friendly, and our support team is always available.
What happens to my existing clients and data?
We never contact your clients directly—you stay in complete control. We can import your existing client data into the CRM if you choose, but all communication goes through you.
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