PipelineOS
Growth Proposal · Confidential
Prepared exclusively for ManzCPA

A growth plan
built to match
your expertise.

A custom website, a search presence that earns trust, and advertising that brings the right businesses to your door. Built for a firm that works only with companies doing seven figures and up.

Prepared forManzCPA · Andre Manzyuk, CPA — Roseville, CA
Prepared byPipelineOS
DateJune 2026
Valid through30 days
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01 — What we heard

You've built a real firm. The marketing hasn't caught up to it yet.

Before we talk about what to build, here's what you told us. If we've understood your business, the rest of this plan will make sense. If we missed something, that's the first thing we fix on our kickoff call.

A — The firm

Seven people, six years, real momentum

One CPA and six team members, growing into a senior leadership hire. This is a firm with process and results, not a side practice. Your online presence should read that way the moment someone lands on it.

B — The client you want

Businesses doing $1M and up

You work with established companies and lead with tax optimization and proactive advisory, not commodity return filing. The marketing has to consistently put you in front of that caliber of client.

C — The starting point

A canned template, when you're ready for more

Right now you're on a templated site and a basic SEO subscription, the same setup most firms start with. You told us you want something built specifically for your firm. That is exactly the opening this plan is built around.

D — The standard

Look as professional online as you are in the room

This is a relationship business, not a one-time sale. When a seven-figure owner researches you before a first meeting, what they find online has to earn the conversation. That is the bar we're building to.

02 — The opportunity

Your reputation is strong. Your visibility is the opening.

We mapped where Roseville business owners are searching and how much of that ground is still wide open. The numbers below are the upside available to capture, pulled this week.

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Search authority today, on Google's 100-point scale. Every point above this is new visibility to win.
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keywords your site ranks for now. The room above that is open for the taking.
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search visitors a month today. This is the channel with the most room to grow.
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business pages on social today. A clean slate to build presence where owners look first.
What winning Roseville looks like

Here is the visibility winning the market right now, and the lane still open for you to take.

FirmRanks forMonthly search visitorsGoogle reviewsPublishes content
ManzCPAYou, today2 keywords~2750, all 5★No
Cook CPASearch leader~460 keywords~1,016A fewRarely
Next LevelReviews leaderVery fewMinimal15+ at 4.9★Yes, a blog

Here is the opening. You already have what most firms are still chasing: 50 five-star reviews, more than any competitor in town. What's missing is the visibility to put that reputation in front of more people. Cook pulls the search traffic but has a fraction of your reviews. Next Level has the advisory voice but is invisible in search. Pair your reputation with real content, an active profile, and search that works, and that combined position is yours to take.

03 — Our approach

Three systems, one team, working together.

Most firms buy these from three different vendors who never speak. We build them as one connected engine: the site converts the traffic that search and ads send to it, and every dollar is tracked back to real client conversations.

Pillar 01

A website worthy of the firm

A custom-designed, fast, mobile-first site that positions you as the advisory partner for established businesses, with clear paths to book a consultation.

  • Bespoke design, no template
  • Advisory and tax-optimization positioning
  • Consultation booking and lead capture
  • Built for speed and credibility
Pillar 02

Search that earns trust

We make you the firm Roseville-area business owners find when they search for proactive tax and advisory help, and the answer AI tools cite when asked.

  • Local and advisory keyword strategy
  • Authority content written for owners
  • Google Profile optimization, posts & fresh photos
  • Tracking tied to real inquiries
Pillar 03

Ads & social that pay back

Paid search puts you in front of owners actively looking, and a real social presence keeps you visible between tax seasons. You'll see exactly what each dollar returns.

  • Google Ads built around your niche
  • Launch of your social channels
  • Clear cost-per-lead reporting
  • Continuous optimization
04 — Investment

Choose the pace. We recommend Growth.

Every plan includes your new custom website. The tiers differ in how aggressively we grow your search, advertising, and social presence after launch. Most firms at your stage start with Growth.

Foundation
A modern home base and a solid organic footing.
$1,500/ month
  • Custom website redesign
  • Local SEO foundation
  • Google Business Profile setup
  • Conversion tracking installed
  • Monthly performance report
  • Google Ads management
  • Social media management
  • Authority content engine
Website build: $6,500 one-time
Recommended
Growth
The full engine: search, ads, and social working together.
$2,500/ month
  • Everything in Foundation
  • Advisory & local keyword strategy
  • 2 authority articles per month
  • Google Ads management
  • Social media management, 1 channel
  • Monthly report + strategy call
  • Cost-per-lead tracking
Website build: $6,500 one-time
Market Leader
Own the conversation across Roseville and beyond.
$3,500/ month
  • Everything in Growth
  • 4 authority articles per month
  • Dedicated ad landing pages
  • Conversion-rate optimization
  • Multi-platform social management
  • Advisory niche campaign pages
  • Priority strategy support
Website build: $6,500 one-time

Flexible on the build

The $6,500 website is split 50% to start and 50% at launch. Prefer no upfront cost? We can roll the build into your monthly plan so you start for $0 down.

Ad spend is separate

Management fees are included above. The advertising budget you set is paid directly to Google, so every dollar of media goes to reaching clients, not to us.

05 — The first 90 days

From kickoff to a working pipeline.

A clear, paced rollout so nothing stalls and you always know what's happening next.

Weeks 1–2

Discovery & positioning

We learn your firm, your ideal client, and your advisory niche, then lock the message and map the new site.

Weeks 3–6

Design & build

Your custom website is designed and built, with the SEO foundation and conversion tracking baked in from day one.

Weeks 6–8

Launch

The new site goes live, your Google Business Profile is optimized, and search foundations are in place and indexing.

Weeks 8–12

Engine on

Authority content begins, Google Ads go live, and your social channels launch. First full performance report lands at day 90.

06 — Why PipelineOS

Built for you, by people you can reach.

Custom, never canned

No template, no shared subscription. Your site, content, and campaigns are built specifically for a firm that serves seven-figure businesses.

One team, one point of contact

Website, SEO, ads, and social under one roof. No coordinating three vendors who blame each other when results lag.

Measured in clients, not clicks

You told us you want to know what your advertising and search are bringing in. Our reporting ties every dollar of spend to real inquiries, in plain English.

Senior attention from the start

You're growing your team and raising your standard. We work the same way: thoughtful strategy and direct access, not a junior queue.

07 — Next step

Let's build the firm's presence to match its reputation.

Pick the plan that fits, and we'll send a simple agreement and schedule your kickoff call. We can have discovery underway within a week.

Approve a plan & book kickoff →
Prepared by Wesley Cable · PipelineOS wesley@localbusinesspipeline.com