Made for Accountants
Acquire
TAX ADVISORY CLIENTS On Autopilot
Deploy The Advisory Client Acquisition System to fill your books with high-earning tax advisory clients.
Backed by the Advisory Client Guarantee
THE TRACK RECORD
Trusted By Specialists
100%
Business OWNERS
3 DAYS
AVERAGE LAUNCH
5.0★
CLIENT RATING
EXCLUSIVE OPPORTUNITY
SECURE YOUR booking NOW
Only a handful of new clients a month. It's the only way we can promise exceptional quality.
GUARANTEE: 15 QUALIFIED CLIENTS IN 90 DAYS OR WE WORK FOR FREE UNTIL WE DELIVER.
5 STAGE PROCESS
The TAX ADVISORY CLIENT Acquisition SYSTEM
01
TRIGGER CAMPAIGNS
Meta ads that reach real estate investors at the moment they go looking for a tax strategist, like a recent purchase, a short-term rental or a planned 1031 exchange.
02
PROSPECT SCREENING
A person on our team phones every lead before anything reaches your calendar. We check what they own, what's changing in their portfolio and whether they want planning or just a return. Every call is recorded.
03
Ad Creative & SALES Pages
High-converting, compliance-focused ad copy paired with engineered sales pages that educate and capture intent.
04
Educating and Nurturing Prospective Client
Investors enter a sophisticated sequence of educational touches, moving them from initial interest to booked consultation automatically.
05
Account Management & Reporting
Complete transparency. Monitor investor flow, qualification rates, and campaign ROI through your dedicated dashboard.
SOUND FAMILIAR?
WHY GENERIC MARKETING
FAILS REAL ESTATE CPAs
INCONSISTENT INVESTOR FLOW
Investor volume fluctuates unpredictably from month to month, making revenue forecasting and capacity planning difficult.
WRONG-FIT ENQUIRIES
Consultations frequently involve prospects who lack the required portfolio size or do not need specialized real estate tax advice.
SLOW FOLLOW-UP
Generalist systems often delay response times, allowing high-value prospects to engage competitors first.
WEAK POSITIONING
Marketing materials fail to differentiate your firm from standard CPAs, reducing perceived authority in the real estate niche.
PROOF
SEE IT IN ACTION
Every qualified investor lands in your CRM with the screening notes attached: what they own, what's changing in their portfolio and when they can talk. Your team walks into the call already knowing why the person is there.
Our Ironclad Commitment
We guarantee 15 exclusive, tax advisory clients within your first 90 days, or we work for free until you get it.
No shared clients. No retainer fees if we miss the target.
Complete financial alignment with your firm's growth.
WHAT OUR CLIENTS SAY ABOUT US
Business owners
Just Like You
The real estate investors we receive are highly qualified. These landlords genuinely have multiple properties. It has completely changed who we take as a client now.
I was skeptical about outsourced investors, but the quality here is unmatched. We are no longer wasting time on unqualified prospects. Exceptional system.
Finally, a lead generation system that actually understands the economics of a property business. The clients are prepared, high-value, and ready to convert immediately.
FOUNDER AUTHORITY
Built By
REAL ESTATE
Investors
We're active real estate investors ourselves, and we built Excellens Group to fix the lead problems we ran into in our own portfolios. We don't just know ad platforms. We know cap rates, vacancy, and depreciation, and what a 1031 exchange or a passive loss limit does to an investor's tax bill. That's how we screen investors so the ones who reach your calendar already fit your practice.
PROCESS TIMELINE
FROM BOOKING TO
15 TAX ADVISORY CLIENTS
Clear expectations for your onboarding speed. We move quickly from strategy to execution.
01
FILL OUT SHORT FORM (30s)
Short form to understand more about your business before the call
02
STRATEGY ALIGNMENT CALL (45 MINS)
We map out the exact performance marketing strategy tailored to your firm.
03
CAMPAIGN BUILD (3 DAYS)
Development of ad creatives, landing pages, and backend CRM integration.
04
PROSPECTS ARRIVE
Campaign goes live and qualified investors begin entering your dashboard.
QUALIFICATION CRITERIA
Are We A Fit?
WHO THIS IS FOR
Specialist Real Estate CPAs
Niche Firms Scaling Operations
Firms Seeking Predictable Growth
WHO THIS IS NOT FOR
Generalist Accounting Practices
Startups Without Established Processes
Firms Looking for Cheap Shared Leads
CLARITY BEFORE YOU COMMIT
YOUR QUESTIONS ANSWERED
Transparent answers regarding ad compliance, prospect exclusivity, and operational deployment timelines.
Are the prospects exclusive to my firm?
Yes. Every prospect from your campaign goes to your firm only. We don't share, recycle or resell them.
How quickly does it start?
Ads go live 3 days after the onboarding call. Prospects start booking once the ads are running, and the 90-day guarantee clock starts that same day.
What does it cost?
A flat monthly retainer that covers creative, landing pages, ad management, prospect screening calls, nurture and reporting. Ad spend is billed separately at cost, so you see exactly what went to Meta. We'll go through the numbers on the strategy call.
How do you screen a prospect?
A person on our team calls every lead and checks what they own, whether something is happening in their portfolio and whether they want planning. The calls are recorded, and you can listen to any of them.
Got a question we haven't covered? Bring it to your strategy call.
Engineered for precision. Excellens Group delivers high-authority B2B financial and real estate accounting services tailored for the US sector.
CONTACT
Email [email protected]
Phone
UK: +44 7700 179905
US: +1 469-405-5697
Office 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ
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Excellens Group is a trading name of Thalpara Property Services Ltd