HopkinsGTM GROUP

Your next clients already called you once.

Past consultation requests that never signed. Prospects who said "after tax season." Clients who quietly didn't come back. We reach out to them under your firm's name and book the ones who are ready, before the busy season starts.

Book a free Dead Lead Audit See the offer

For CPA, enrolled agent and accounting firms that have grown on referrals and want a steadier way to fill the calendar.

40 seconds. Sound on for the hold music.

Referrals are rain. A system is plumbing.

Most firms we talk to grew by word of mouth, which works until it doesn't. Meanwhile, the leads you already have sit in a spreadsheet, an inbox or a stack of paper. These are the leaks we see in almost every firm.

The leakThe patchWhat changes
Leads in spreadsheetsOne pipelineEvery prospect has a stage, an owner and a next step, so nobody falls through between the inquiry and the engagement letter.
Follow-up on sticky notesA follow-up scheduleCalls, emails and texts go out on a set cadence, whether or not anyone remembers.
Referrals nobody trackedSource trackingYou know where every client came from, so you can do more of what works.
Every industry at onceYour most profitable clientsWe target the kinds of businesses you actually make money on, not everyone with a tax return.
30 days, before tax season

Pre-Season Client Reactivation

We contact your past prospects and past clients who didn't return, under your firm's name, and book the interested ones onto your calendar before the busy season.

$1,500 to start, plus $100 per consultation booked

If we don't book at least 8 consultations in 30 days, we keep working at no charge until we do.

Start with a free audit
  • Your old lead list sorted, cleaned and prioritized
  • Scripts and emails written for your firm, approved by you
  • Calls, emails and texts made under your firm's name
  • Consultations booked onto the times you choose
  • A short weekly report: calls, conversations, consultations
  • Your follow-up system, set up to keep running after day 30

How it works

  1. Free audit

    Thirty minutes to see how leads come in, what happens next and how many old leads you're sitting on.

  2. Your list

    You share names, phone numbers and emails of past prospects and lapsed clients. Nothing else.

  3. We reach out

    We call, email and text under your firm's name, using scripts you've approved.

  4. You meet clients

    Ready prospects land on your calendar, and you get a short report every week.

$213K in 13 new deals in one quarter

A DMV-area accounting firm was winning clients from every industry at once. Margins were thin, onboarding was messy, and the team was stretched before tax season even began.

What we did

Asked one question first
Which clients does the firm actually make money on? The answer: blue-collar businesses like contractors, paving and sealcoating, auto glass, mold remediation and restaurants.
Rebuilt the target list
We pulled a focused list of those owners and called and emailed them in plain, friendly language.
Tracked every deal
From first call to signed engagement, in the CRM.

The result

13 new deals, $213K, Q4 2025
Engagements ranged from $4K to $30K each, almost all from blue-collar businesses.

The result had nothing to do with call volume. It came from deciding who not to call.

Your clients' trust stays intact

Contact details only

We only ever need names, phone numbers, emails and notes from past conversations. Never tax returns, Social Security numbers or financial files.

You approve every word

Scripts, emails and texts are written for your firm and approved by you before anything goes out.

The leads stay yours

Everything lives in your CRM or a system we set up for you. When the 30 days end, you keep the list, the notes and the follow-up system.

Questions from firm owners

Will my clients know you're not on staff?

We introduce ourselves as calling on behalf of your firm, using the wording you approve. Most people are simply glad someone followed up.

We're already busy. Won't this add work?

That's why we start before tax season. Consultations are booked only into the time slots you choose, and we handle all the outreach and follow-up.

What if we don't have a CRM?

That's common. A spreadsheet, an export from your tax software or an inbox is enough to start. We'll set up a simple pipeline so nothing gets lost again.

What size firm is this for?

Established firms with a backlog of past prospects or lapsed clients, typically a few hundred contacts or more. The free audit will tell you whether it's worth doing.

See what your old leads are worth.

Thirty minutes, free. You'll leave with the leaks we find and the first three fixes, whether or not you work with us.

Book a free Dead Lead Audit Email Rashad