Captures every lead.
Every lead from every source lands in one place automatically, with nothing falling through the cracks.
The CPA Client Engine
The complete client-getting system for your accounting firm. Installed in one week.
We built a done-for-you CRM and automation system designed specifically for accounting firms and CPAs, and we install it directly into your business. Lead capture, follow-up, booking, and client reactivation — all pre-built, all working from day one. No piecing it together yourself. No months of setup. One week, and it is live.
1-Week Install
100% Satisfaction Guarantee
Built for CPAs
The problem
You are great with numbers. Client acquisition is a different job entirely.
Most firms grow on referrals, which means growth speeds up and slows down on its own and you never control it. The leads you do get slip through the cracks: someone fills out a form, nobody follows up for two days, and they have already hired the firm that responded first. The tools that fix this exist, but stitching together a CRM, automations, booking, and follow-up sequences is a full-time technical project most firms never finish. So it sits on the to-do list while revenue leaks.
We remove that problem entirely. Instead of handing you software and wishing you luck, we install a complete system that is already built, already configured for accounting firms, and already working the moment we hand it over.
The offer
A done-for-you client engine, installed in your business.
This is not a course, a template, or a pile of tools you have to assemble. It is a pre-built CRM and automation system, engineered for accounting firms, that we install directly into your business and have running in one week. Think of it as hiring a full marketing and operations team to build your backend — except it is already built, and you get it in days, not months.
Follows up for you, instantly.
The moment a prospect comes in, automated text and email sequences follow up instantly, so you are the firm that responds first.
Books consultations on autopilot.
Prospects book consultations straight onto your calendar, with automatic reminders that cut no-shows.
Reactivates your past clients.
An automated campaign to your existing client list, introducing additional services and bringing lapsed clients back, often paying for the system before anything else does.
Keeps your whole firm organized.
Two-way text and email, full client history, and a clear pipeline so your whole team works from one organized system.
What's inside
Everything is pre-built. You just start using it.
When we install the system, here is what goes live in your firm. All of it configured for how accounting practices actually operate, so there is nothing to design from scratch.
The CRM, fully configured.
A complete CRM configured for accounting firms, with the pipelines, stages, and fields a practice actually needs.
Automated follow-up sequences.
Pre-written, ready-to-run text and email sequences for new leads, booked consults, reminders, and no-show recovery.
Booking and scheduling.
A calendar and booking system connected to your availability so prospects self-schedule without the back and forth.
Client reactivation campaign.
A ready-to-launch reactivation campaign for your existing client list, so you see revenue from day one.
Unified inbox.
Two-way text and email built in, so your team communicates with every client and prospect from one place.
Reporting dashboard.
Clear, simple reporting so you always see your leads, bookings, and pipeline at a glance.
How it works
From kickoff to live in one week.
No long onboarding, no drawn-out build. The system already exists. Our job is to install it, tailor it to your firm, and hand you the keys — fast.
- 01
We kick off.
A short kickoff call where we learn your firm, your services, and your availability. That is all we need from you.
- 02
We install and tailor.
We install the pre-built system into your business and configure it to your firm: your services, your calendar, your branding.
- 03
We test it live.
We make sure every piece works end to end, from a lead coming in to a booked consult landing on your calendar.
- 04
We hand you the keys.
In one week, the system is live and working, and we show you exactly how to use it. Then the leads and bookings start flowing in.
The guarantee
If you're not satisfied, neither are we.
We stand behind this completely. The system is proven, the install is fast, and we back it with a 100% satisfaction guarantee. We are not interested in a transaction. We are interested in your firm actually using a system that works, and we put our money where our mouth is to prove it.
100% Satisfaction Guarantee
We are confident in what we install. If you are not satisfied, we make it right. Simple as that.
Why Crasto Media
Best in the game. Transparent about everything.
We have done this for years.
Real marketing and systems experience, paired with an automation stack we have built and refined across industries. This system is the product of work we do every day, not a theory.
Built specifically for accounting firms.
This is not a generic template repurposed for CPAs. It is configured around how accounting practices actually capture leads, book consults, and serve clients.
Fast, guaranteed, and transparent.
One week to install. A 100% satisfaction guarantee behind it. And complete clarity on exactly what you are getting before we start. No black box, no surprises.
Investment
One system. One flat investment. Yours to keep.
This is a one-time install of a complete, done-for-you system — not an open-ended retainer. We will walk you through the exact investment on a quick call, along with everything that is included and what it can return for your firm. The fastest way to see if it is a fit is to book a call.
Next step
Get the system
that fills your calendar, installed next week.
Book a call and we'll show you exactly what we install, how fast, and what it can do for your firm. Backed by a 100% satisfaction guarantee. No pressure, no obligation.