Lock In Stable, Recurring Accounting Revenue for your firm for $650/mo.

Lock In Long-Term Annual Tax and Quarterly Bookkeeping Contracts.

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The Problem

Without a clear discount for long-term retainer agreements, businesses seeking "small business tax preparation" hop between firms annually, robbing your firm of stable recurring revenue.

The Solution

Over the weekend, add a bonus credit for recurring seasonal details. Track all credits and reminders exclusively via your mobile loyalty portal for high-value repeat visits.

Our Recommended Fix

Lock In Long-Term Annual Tax and Quarterly Bookkeeping Contracts.

Turn first-time visitors into loyal patrons at your Accounting Firm with Buildify. Your loyalty program from $650 per month.

Get Started

Chat with us!

What our research recommends:

Action Items

Item #1

Add a Bonus Credit: Offer a clear discount for long-term retainer agreements and a bonus credit for recurring seasonal details.

Item #2

Track Loyalty: Track all credits and reminders exclusively via your mobile loyalty portal for high-value repeat visits.

Item #3

Stop Firm Hopping: Stop businesses seeking "small business tax preparation" from hopping between firms annually.

Our Work in Action:

Businesses hopped between firms annually, robbing us of stable recurring revenue. By adding a bonus credit for recurring seasonal details (long-term retainer discount) tracked exclusively via our mobile loyalty portal, we secure high-value repeat visits. We've secured stable, recurring revenue.

David Chen

Summit Accounting

made with 🫰 in california