Growth stalls every busy season
Outreach and follow-ups stop the moment tax season starts, and the pipeline has to restart from zero each year.
All firm types
For CPA firms
More advisory clients, without adding to your partners' plate.
CPA firms are built on expertise and trust — but between deadlines, compliance work and client service, business development is usually the first thing to slip. SJW Consulting steps in as part of your team to keep new conversations coming in year-round.
What you get
- Consistent LinkedIn outreach
- Proposal & prospect follow-up
- Client newsletters
- Appointment setting & CRM
All tracked in your own Client CRM Portal.
Sound familiar?
What we hear most often.
Referrals have plateaued
Word of mouth built the firm, but it isn't enough to bring in the higher-value advisory work you want more of.
Partners are stretched thin
The people best placed to win new clients are also the ones with the least time to chase leads and proposals.
How SJW helps
Support built around your firm.
Your partners focus on advising clients. We keep the pipeline moving in the background.
Consistent LinkedIn outreach
Professional, personal outreach to business owners who fit your ideal client profile — running even during your busiest months.
Proposal & prospect follow-up
No more opportunities going cold. We track every conversation and follow up so promising leads become engagements.
Client newsletters
Timely tax and advisory updates that keep your firm top of mind and open the door to additional services.
Appointment setting & CRM
Discovery calls land on your calendar and every lead is tracked in your Client CRM Portal.
“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
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
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