Accountants
Busy season swallows the year, and new-client marketing keeps slipping to “next month.”
A steady stream of qualified leads that doesn't depend on your calendar.
Learn moreThe embedded growth partner for accounting firms
Your growth partner,
not just your marketer.
I join your firm like a team member — running LinkedIn outreach and email newsletters that bring in new clients, and handling the executive assistant work that keeps your partners focused on the work only they can do.
- Embedded
- inside your team
- 2 channels
- LinkedIn + email
- 1 partner
- marketing + EA support
Discovery call booked
Morgan & Co. CPAs · Tue 10:00
New reply from a prospect
Who I help
Built for firms that are great at the numbers — and short on time to grow.
CPA firms
Referrals have plateaued and the partners are too stretched to build a real outbound engine.
Consistent LinkedIn presence that attracts higher-value advisory work.
Learn moreBookkeepers
Great service, but price-shopping clients and churn make growth feel like a treadmill.
Newsletters that build trust and keep your best clients around for years.
Learn moreFractional CFOs
You sell strategic expertise, yet you're the one chasing leads, emails and meeting invites.
An embedded assistant who fills your pipeline and runs your admin.
Learn moreServices
Three engines, one partner who runs them all.
Most firms juggle a marketer, a VA and a tool stack. You get one person who knows your firm and connects all three.
LinkedIn lead automation
Targeted, personal outreach to the business owners you actually want as clients — written in your voice, run every day.
- Ideal-client list building
- Personalised connection & follow-up sequences
- Profile optimisation for partners
Email & newsletter campaigns
A newsletter your clients and prospects look forward to — tax-season tips, advisory insights and firm news.
- Monthly or bi-weekly newsletter
- Nurture sequences for new leads
- Reporting on opens, clicks & replies
Executive assistant & team support
Embedded in your Slack or Teams: calendar, inbox triage, lead qualification and the follow-ups that fall through the cracks.
- Calendar & meeting management
- Lead qualification & CRM hygiene
- Proposal and onboarding prep
Client CRM Portal
See every lead we're working on — anytime.
When you partner with SJW, you get access to your own Client CRM Portal. It's where your leads are tracked and updated, so you always know exactly what's in your pipeline.
Your own personal CRM
Every client gets a dedicated Client CRM Portal — your leads, your pipeline, in one place.
Updated as we work
See every lead we're tracking and how it's moving, from first outreach to booked meeting.
Full visibility, no chasing
Check in whenever you like — no waiting for a monthly report to know what's happening.
Client CRM Portal
Updated todayInterested
Meeting Scheduled
Proposal Sent
Current Client
Illustrative preview · client details are always kept private
How it works
From first hello to a fuller calendar in four steps.
- 1
Join your team
I plug into your Slack or Teams, your CRM and your calendar — like any new hire.
- 2
Learn your firm
Your niches, ideal clients, services and voice. Two weeks of listening before any outreach.
- 3
Build your outreach
LinkedIn sequences and newsletter go live, tuned to the clients you want more of.
- 4
Grow your pipeline together
Weekly pipeline reviews, booked calls on your calendar and steady improvements.
Why a growth partner
An agency works for you. A partner works with you.
Typical marketing agency
- Rotating account managers who never meet your partners
- Generic templates reused across dozens of industries
- Monthly reports full of impressions, not meetings
- Little visibility into what's actually happening with your leads
- Long retainers and change requests through a ticket queue
SJW Consulting, Inc.
Your embedded growth partner
- One person inside your Slack, meetings and CRM
- Outreach written for accounting buyers, in your voice
- Your own Client CRM Portal to see every lead being tracked
- Also takes admin off your plate as your executive assistant
Stacie
Founder, SJW Consulting, Inc.
Meet Stacie
The person you'll actually work with.
I'm Stacie, the founder of SJW Consulting. I built SJW around a simple idea: accounting professionals should be able to focus on the work they do best, without everything behind the scenes competing for their attention.
I take a hands-on, relationship-driven approach. That means learning your business, understanding how you like to communicate, getting familiar with your systems, and representing your firm with the same professionalism you expect from your own team.
I'm not here to hand you a strategy and disappear. I become part of the day-to-day effort, adapting my support as your priorities change and helping you build a stronger, more organized firm along the way.
- Mission: be the trusted partner behind accounting firms, creating more capacity and better opportunities
- Clear communication and initiative, like an extension of your team
- Professionalism, responsiveness and a genuine commitment to your success
Client reviews
What clients say about working with SJW.
5.0 on Google reviews
“Some of my best clients have been a result of working with SJW. The founder is diligent and cares about my company's success. I have always felt that my account was getting attention and any questions/concerns I have were addressed in a timely fashion.”
Chad Hagger
Hagger Tax & Advisory · Google review
“Stacie has been an outstanding marketing partner for our business. She takes the time to understand our goals, provides practical recommendations, and always follows through on commitments. Her communication is clear, her creativity is impressive, and she genuinely cares about helping her clients grow. It is refreshing to work with someone who combines professionalism with such a personal approach. We highly recommend Stacie and SJW Consulting.”
Andrew T. Swaby
ATS Group · Google review
FAQ
Questions firms ask before we start.
Something else on your mind? Ask it in the form below — I reply to every message personally.
SJW Consulting specializes in supporting accounting, bookkeeping, tax, advisory and fractional CFO firms. Because our focus is within the accounting industry, we understand the importance of professional communication, consistent follow-up and representing your firm well throughout the client journey.
Book a call
Let's talk about growing your firm.
Whether you need help keeping up with outreach, staying on top of follow-ups, managing your pipeline, or taking some of the day-to-day work off your plate — tell me a little about your firm and I'll personally follow up to see if SJW Consulting is a good fit.
- 740-794-1527
- info@sjwconsulting.net
- 7965 N High St, Ste 350 #212, Columbus, OH 43235
- Mon–Fri 9:00 am – 5:00 pm · Sat 9:00 am – 12:00 pm