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US424-955-6202
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CA647-557-2289
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For CPA, accounting, advisory & bookkeeping firms

Run a sharper firm.
Get your time back.

A completely custom Premium website and connected client system. Look authoritative, turn enquiries into prepared appointments and spend less time chasing.

PREMIUM WEBSITE + CONNECTED CLIENT SYSTEMUS$99/week for your core system

+US$50/month Everyday AI

US$479 total, charged monthly.Covers 2 to 3 users, with Everyday AI.

US$5,500 Premium setup fee waived.Custom design. Up to 30 meaningful pages. Original copy. SEO + AEO. Subscribe by December 31, 2026.

Your website direction + connected client-system walkthrough. Free, 30 minutes.

Top-rated: 5.0 on Google

Your website. Connected to the next step.
YOUR FIRMACCOUNTANTS & ADVISORSOur services Our people
Accounting for what comes next.Clear books.
Confident decisions.
Start a conversation
A bright accounting office, presented within a website design for your firm.
BookkeepingPayrollPersonal taxBusiness tax
INTAKE + BOOKING + FOLLOW-UPThe details arrive
before the meeting.
Service
Bookkeeping & payroll
Context
Current setup. Timing. What needs help.
Routing
The right person. The right calendar.
Booked. Confirmed. Reminded.Follow-up stays with the contact record.
Website → Intake → Booking → Reminders → Follow-up
A stronger first impression. More context. Less chasing.

Your next chapter starts
with the right foundation.

A clear website. Connected client information. The right questions, calendar and next step. Bring the journey together, with Everyday AI to help your team prepare and create.

Build the foundation for a more capable firm.
Scattered information. Manual chasing.A connected firm, ready for what comes next.

Look the part.

A custom design, original copy and up to 30 meaningful pages. Give prospects, search engines and AI assistants a clearer picture of your services and expertise.

Authority before the first conversation. AI-ready architecture.

Get your time back.

Picture 5 to 10 hours a week redirected from scheduling, chasing and repeated admin into client work. Your preview helps identify the steps your firm could take off its plate.

Find the opportunity in your actual working week.

Fewer loose ends.

Walk into the meeting with context. Help reduce no-shows with confirmations, reminders and easy rescheduling. Keep the next step in the system instead of in someone’s head.

A more organised firm. A more prepared client.
What makes your Premium website AI-agent-ready?

Clear, crawlable pages put your services, expertise and useful answers where search engines and AI assistants can read them. Structured service information, metadata and a deliberate page architecture help them understand how your firm fits.

Branded calendars, custom intake questions and connected client records give the next conversation a practical place to go. Your website becomes the front of a system your team can build on as AI becomes part of more working days.

Built around your practice

CPA / Advisory / Bookkeeping / Tax / Full-service / Specialist

Everyday AI · US$50/month

Your next step.
One request away.

The client history. The follow-up. The post you never found time to write. Give your team a useful head start with AI built into the system they use.

You ask. You review. You move forward.
Ask AI helps with the contacts, tasks and content in your client system. Your team reviews proposed actions.

Show me what this could change
Pick a moment in your day
01 / BEFORE THE CONSULTATIONAsk AI

Walk into the meeting ready.

You could askSummarise this contact and the next steps before our consultation.

Start with the contact history already in your system. Spend more of the conversation understanding the client.

02 / AFTER THE MEETINGAsk AI

Turn the conversation into a next step.

You could askPrepare a follow-up email and create a task for this contact.

Review the draft and proposed action. Move the work forward with less typing and fewer loose ends.

03 / WHEN THE BLANK PAGE WINSContent + social publishing

Stay visible between busy seasons.

You could askDraft a LinkedIn post explaining who our bookkeeping service helps.

Get to an editable draft faster. Approve it, then use your social planner to schedule and publish.

AI REVIEW REPLIES ARE INCLUDED, TOO

Keep good work from going unanswered.

Reply in your firm’s tone without starting from scratch. Review suggested replies, or use agreed automatic responses to keep up with new reviews.

Part of your plan.
One less thing to chase.

From “just enquiring”
to ready for a conversation.

Your branded client front desk gives prospects, existing clients and professional referrals a clear next step. The right details reach the right person before a meeting takes up your calendar.

Four enquiries. Four clear next steps.

Choose an example. Fictional enquiries show routing TQP can configure around your firm’s rules.

The client asks
“We need help with our company’s year-end.”
Intake enquiry
What your team receives
Context
Corporate tax · Books current
Routed to
Tax intake team

Offer the right consultation.

Show the approved corporate-tax calendar, then send the confirmation and reminders.

The client asks
“Our books are behind and the deadline is close.”
Intake enquiry
What your team receives
Context
Bookkeeping cleanup · Deadline close
Routed to
Intake reviewer

Review before booking.

Give your team the context before offering a partner’s time.

The client asks
“Where should I send my documents?”
Intake enquiry
What your team receives
Context
Existing client · Document request
Routed to
Client service team

Keep client work moving.

Point the client to your approved document process, rather than a new-business calendar.

The client asks
“I’m introducing a business owner who needs advice.”
Intake enquiry
What your team receives
Context
Professional introduction · Advisory
Routed to
Advisory intake team

Keep the introduction intact.

Pass along the referral context so your team can choose the right conversation.

Your questions. Your calendars. Your configured automations. We build and connect the journey.

YOUR INVITATION TO SEE WHAT’S POSSIBLE

Don’t picture
a better firm.
Preview it.

See your website direction, follow an enquiry into a prepared appointment, and explore how Everyday AI could help with the work your team keeps doing by hand.

Book my free previewFree, 30 minutes. Book and attend to see your preview.

Bring your firm.
See its next chapter.

  1. 01
    The impression you make

    Your website, your services and a clearer reason to choose you.

  2. 02
    The admin you can stop chasing

    Intake, booking, reminders and follow-up connected around your firm.

  3. 03
    Your team, with AI in its corner

    Contact context, follow-up tasks and content. See what you could ask, review and put to work.

A serious upgrade.
A timely opportunity.

Your Premium website, connected client system and Everyday AI. We build and configure it around your firm, with onboarding and continuing support for the agreed scope.

PREMIUM WEBSITE + CONNECTED CLIENT SYSTEM

US$5,500

Setup fee waived.

Put the foundation for your firm’s next chapter in place during the Q4 setup offer. Subscribe by December 31, 2026.

Book my free preview

Look established.
Work like it, too.

  • Completely custom Premium website, up to 30 meaningful pages
  • Original copy, helpful content and on-site SEO + AEO
  • Branded client front desk, calendars and custom intake questions
  • Connected client records, desktop access and a mobile app
  • Everyday AI + AI review replies: US$50/month, part of every plan
  • Agreed setup, onboarding and continuing support
US$99/week for your core system+US$50/month Everyday AIUS$479 total, charged monthly.Covers 2 to 3 users, with Everyday AI.
See your team’s investment
One complete offer. See your team’s investment.
ONE COMPLETE OFFER, BUILT AROUND YOUR FIRM

Premium website.
Connected client system.
Everyday AI, built in.

A completely custom website with up to 30 meaningful pages, original copy and an architecture built for your firm.

Premium website includedClient front desk & booking includedInbox, reminders & follow-up includedEveryday AI + AI review replies: US$50/month

Completely custom.

No template. A structure and design built around your firm.

Content with a purpose.

Up to 30 meaningful pages. Original copy. Helpful content built around growth.

SEO + AEO, built in.

Clear page architecture and useful answers, optimized for search and AI discovery.

Every enquiry connected.

A lead-capture widget, intake, booking and email reminders. Optional SMS.

Your team’s investment, with Everyday AI

  • 1 user: US$69/week for your core system.+US$50/month Everyday AI.Charged US$349/month total.
  • 2 to 3 users: US$99/week for your core system.+US$50/month Everyday AI.Charged US$479/month total.
  • 4 to 6 users: US$129/week for your core system.+US$50/month Everyday AI.Charged US$609/month total.
  • 7 to 10 users: US$159/week for your core system.+US$50/month Everyday AI.Charged US$739/month total.

More than 10 users? We’ll confirm the right scope and investment with you.

Your investment covers the selected team, not each person. Weekly equivalents use the core monthly subscription × 12 ÷ 52. The standard Everyday AI charge is added to the core subscription and accounted for in every monthly total shown. Plans are billed monthly. Standard included AI usage applies. Phone, SMS/MMS, email, A2P registration, carrier and payment-processing charges are billed separately at actual usage or applicable fees. Custom integrations and work beyond the agreed scope are quoted separately.

The tools behind your working day
  • Premium website built for your firm
  • Client front desk for new prospects, existing clients and referrals
  • Branded booking calendars for every service, person and team
  • Automated confirmations and reminders
  • Unified inbox for email, text and calls
  • Contact records and pipeline
  • Unlimited e-signing
  • Proposals and documents
  • Invoices and payment links
  • Standard automations and follow-up
  • Review requests and Google Business Profile connection
  • Desktop and mobile app access

Everyday AI and AI review replies are included. Your team uses the tools, reviews proposed actions and approves content. Standard included AI usage applies. Managed social media, custom agents and ongoing SEO campaigns are separate services.

Your Premium website and client-system setup fee of US$5,500 is waived when you subscribe by December 31, 2026. Monthly subscription applies.

You run the firm.
We put it together.

Your services, your people, your way of working. We write and design your Premium website, build your intake questions, brand your client front desk and calendars and connect the notifications and follow-up. Your team gets desktop access, a mobile app and guidance on putting Everyday AI to work.

One team for your agreed setup and ongoing support.

The useful details.

Can I preview the website, intake and booking system first?

Yes. Tell us about your firm, then book and attend your free review. We present your website direction and walk through the client system and Everyday AI, including the questions, routing, reminders, client context and follow-up that could work for your firm. Submitting the form alone does not reserve a review or include delivery of a full preview. If we have already sent you an initial look, use the preview-review link to discuss it with us. There is no obligation to buy.

What does the setup offer cover?

Your Premium website and client-system setup fee of US$5,500 is waived when you subscribe by December 31, 2026. Monthly subscription applies.

What kind of website will we receive?

A Premium website built around your firm: Up to 30 meaningful pages, with completely custom design and architecture, original copy, helpful growth-focused content and on-site SEO/AEO optimization. Lead capture, client intake, booking and email reminders are connected, with optional SMS reminders. It connects to your client intake, booking, reminders and follow-up. We agree the page plan, services and content with you before work begins.

Does this work for bookkeeping, payroll and personal tax?

Yes. We configure the services you actually offer, whether that is monthly bookkeeping, cleanup, payroll, personal tax, business tax or advisory. Each enquiry can ask different questions and reach a different person or calendar. Existing clients and professional referrals can take their own paths.

Do we keep our accounting software and client portal?

Yes. Keep the bookkeeping, tax preparation and practice software you already use. We build your website and a branded client front desk for enquiries, booking and follow-up around your process. Document requests can point people to your approved portal. Any integration with another system is confirmed and scoped separately.

How does Everyday AI help our team?

Everyday AI is part of every campaign plan at US$50/month. This standard charge is already accounted for in the monthly total shown. Ask AI helps your team work with contact history, prepare follow-up and create supported CRM tasks. Content tools help you draft and adapt posts and emails, then schedule approved social content. AI review replies are included in Everyday AI too. Your team reviews proposed actions and approves content. Standard included usage applies. Your intake questions, routing, booking and reminders follow the rules and automations we configure for your firm.

What does the monthly subscription cover?

Your plan includes your Premium website and ongoing access to the client intake and booking system: team access, contact records, a shared inbox, calendars, automated confirmations and reminders, standard follow-up, Everyday AI and AI review replies. TQP configures the agreed setup and provides ongoing support. The setup offer covers the initial build and configuration. The subscription covers the website and system your firm continues to use. Phone, SMS/MMS, email, A2P registration, carrier and payment-processing charges are billed separately at actual usage or applicable fees. Custom work and changes beyond the agreed scope are quoted separately.

Is the monthly investment per person?

No. Your monthly investment covers your whole selected team, rather than each person. Weekly equivalents describe the core system: the core monthly subscription multiplied by 12 and divided by 52. Everyday AI is a standard US$50/month charge for your whole team, added to the core monthly subscription. The full monthly total is shown beside the weekly equivalent and AI charge. For 2 to 3 users, that is US$429 for the core system plus US$50 for Everyday AI: US$479 billed monthly in total. A user is a member of your team with system access. Choose the band that fits your staff; you do not buy a user seat for every client. More than 10 users is quoted separately.

What is billed separately, and who looks after the system?

Phone, SMS/MMS, email, A2P registration, carrier and payment-processing charges are billed separately at actual usage or applicable fees. Custom integrations, work beyond the agreed plan and ongoing SEO campaigns are scoped separately. TQP handles the agreed build, configuration and ongoing support. Your firm approves its messages, availability, engagement terms and professional decisions.

FOR FIRMS READY FOR THEIR NEXT CHAPTER

Is your firm
ready for this?

Less chasing. Better-prepared conversations. More time for the work your clients value. Tell us where your team needs room, then see your website, client system and Everyday AI possibilities at your free preview.

  1. 01
    Your detailsSo we can prepare for your firm.
  2. 02
    Your review timeChoose a time you can attend.
  3. 03
    Your website + system previewSee your website, connected client journey and practical AI possibilities.

For CPA, accounting, advisory and bookkeeping firms in the US and Canada.
Bring a real ambition for your firm. We’ll bring a clearer picture of what’s possible.

STEP 1 OF 3Your details → Your priorities → Your time

Tell us about your firm.

Everyday AI is part of every plan: US$50/month.
Already accounted for in the monthly totals shown. We’ll tailor your preview to the work you want to improve.

Fields marked * are required.

Make the preview yours.

Tell us where your firm loses time or makes the wrong first impression. We’ll focus your preview on the website and client journey you want to improve.

Which services should your website feature? *

Select all that apply.

What would you most like to improve at your firm? *

Select the outcomes you want to explore.

We’ll use your details to respond to this request and arrange your review. Privacy policy.

Your request is saved before you choose a time. Submitting this form does not book an appointment.

You already know
something needs
to change.

A more confident first impression. Less chasing. An AI-supported team. Put the foundation in place for your next busy season.

Book my free previewBook your free website + system preview. See it before deciding.Already received a preview? Book your system walkthrough
YOUR WEBSITE + CLIENT SYSTEM + EVERYDAY AI

Choose a time you can attend.

See your website direction, client journey and Everyday AI possibilities. Your free preview is presented at your review. No obligation to buy.

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