If your firm isn't optimized for both Google and AI, you're invisible to your next client. We deploy an intelligent system that ensures you are seen.
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In today's digital world, expertise alone doesn't guarantee growth. Your firm also has to overcome challenges like:
The Speed-to-Lead Gap: Losing your most valuable potential clients to the first competitor who answers the phone, simply because you were in a meeting or focused on billable work..
The "File-Chasing" Time Sink: Wasting dozens of non-billable hours every month sending endless follow-up emails and reminders just to get the basic documents you need from clients..
The Invisible Reputation: Having a roster of happy, long-term clients but only a handful of online reviews, making your firm look less credible than newer, less-experienced competitors.
The Clunky Onboarding Process: Creating a poor first impression with a confusing and manual intake process that requires endless back-and-forth emails, frustrating both your new client and your team.
Discover how our AI-driven system captures leads, boosts your visibility, automates reviews and streamlines onboarding for your accounting firm.
We use data-driven AI tools to place your firm at the top of Google, Maps and chatbots—so clients find you first.
Our automation captures every call and form submission instantly, sending an AI-powered response that books the next step.
We request and reply to reviews automatically, turning satisfied clients into five-star testimonials that build trust.
Once a lead says yes, our AI-assisted portal gathers their documents and information, saving your team hours and eliminating back-and-forth emails.
My name is Surendharan Ravi. With a background that bridges both information technology and business principles, I've seen firsthand how many brilliant accounting firms struggle to connect with new clients simply because the technology of marketing is changing so fast.
I founded FinTaxAgency right here in Ontario to be the partner I wish every expert had.
My mission isn't just to provide a service; it's to level the playing field. I use my unique expertise in AI and automation to ensure that your firm's skill and reputation are accurately reflected online, turning your expertise into your most powerful growth engine.
Founded by a Specialist Who Understands Both Sides of the Equation
Limited Time Offer!
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