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
Scroll to begin
01 · What we heard

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

Seven people, six years, and a client list of seven-figure businesses that come to you for proactive tax and advisory work, not commodity returns. The firm is established. The website and search presence around it are not, and closing that gap is the whole point of this plan. If we have any of this wrong, it is the first thing we fix on our kickoff call.

02 · The opportunity

Your reputation is strong. Your visibility is the opening.

When a business owner needs a CPA, they start on Google or ask an AI assistant. To be the firm they find, your website has to show up for the phrases they type. Here is where that stands today, in plain terms, and how much room there is to grow. We pulled these numbers this week.

0
Your website's authority in Google's eyes, scored 0 to 100. It is low today, which means almost all of the climb is still ahead of you.
0
search phrases your site shows up for today. Nearly every term a client might type is still open to win.
0
visitors a month from Google search today. A small trickle now, and the channel with the most room to grow.
0
business social profiles today. A clean slate to start showing up where owners also look before they hire.
How you compare to the other firms in town

These are the things that decide who gets found and trusted when someone looks for a CPA online. No single firm in town is strong in all of them, and that gap is your opening.

FirmSearch terms they show up forVisitors from search / monthGoogle reviewsPublishes helpful 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

Four systems, one team, working together.

Most firms buy these from separate vendors who never speak. We build them as one connected engine: the site converts the traffic that search and ads send to it, social keeps your name familiar in between, 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 that put you in front of buyers

Local Services Ads put you at the very top of Google on a pay-per-lead basis, and a right-sized search campaign captures the high-intent searches below them. You see exactly what each dollar returns.

  • Local Services Ads, ranked on your reviews
  • Right-sized Google Search on high-intent terms
  • Aimed at the businesses you want
  • Cost-per-lead reporting and optimization
Pillar 04

Social that keeps you top of mind

Most owners are not on Facebook or Instagram looking for a CPA the way they are on Google. But when they see your name regularly, you become familiar. So the day they need an accountant, you are the firm that comes to mind.

  • Regular, on-brand posts
  • Built for recognition, not vanity metrics
  • A steady presence between tax seasons
  • Handled for you, start to finish
Pillar 03, in depth

How the advertising works: leads first, clicks second.

Your market is small, high-intent, and inexpensive to reach, which is exactly why a focused plan wins it. Here is how we put your reputation to work the day campaigns go live.

01

Local Services Ads first

Local Services Ads run at the very top of Google with a verified badge, above the map and the regular ads. You pay per lead, not per click, and Google ranks them largely on review score, review count, and proximity.

Your 50 five-star reviews, more than any firm in town, put you in pole position from day one. We confirm availability for your category and ZIP at kickoff.
02

Right-sized Google Search

Below the Services Ads, a tight search campaign covers the terms owners type. Volume is modest and top-of-page clicks run only a few dollars, so a focused budget goes a long way instead of being spread thin.

We target the searches that bring established businesses, then tune toward the keywords that turn into real consultations.
03

Every dollar tracked, nothing wasted

We skip the buys that don't pay. Separate Granite Bay and Loomis search campaigns, for example, have almost no volume, so we cover those areas through your Services Ads radius instead.

You set the budget and it's paid straight to Google. Every dollar of spend is reported against real inquiries, in plain English.
Local demand, pulled from Google this week
What owners searchMonthly searchesCompetitionHow we win it
cpa, accountant~260LowA right-sized Search campaign. Top-of-page clicks run about $3 to $13.
"cpa near me," "tax preparation near me"~90 eachMedium-HighLocal Services Ads sit above the map and bill per lead. Reviews and proximity decide the order, and you lead on reviews.
"cpa roseville," "tax preparation roseville"90 / 40HighWhere competition is toughest, your 50 five-star reviews are the deciding edge.
Advisory terms: tax planning, CFO, small-business CPA~10 eachLowLong-tail you can own cheaply with authority content, not ad spend.

Average monthly searches across Roseville, Rocklin, Granite Bay and Loomis, from Google's Keyword Planner. The market is small but inexpensive and high-intent, so a focused budget can own it instead of getting lost in a big-city bidding war.

Our focus

We win Roseville first, then expand.

Your office is in Roseville, so that is where we plant the flag. We take the top spot for the keywords that matter most there, in search and ads alike, before we add the next city. Going after every surrounding town at once is how firms end up ranking in none of them. We own your home market first, then move outward from a position of strength.

How the timing works

Leads now, while search compounds.

Search is the long game. In a field as competitive as accounting and advisory, earning the top spots can take six months to a year of steady work before your website is pulling its full weight. That is exactly why we run paid ads and social from day one. They bring leads and visibility in the near term while your search presence builds underneath them, so you are not left waiting on results to start seeing them.

04 · What you get

Where this takes your firm.

Not features for their own sake. Here is what the website, search, and advertising are built to deliver for ManzCPA.

01

You're the firm that gets found first

When a Roseville business owner searches for a CPA, or asks an AI tool to recommend one, you are there: in the map, in the results, and in the answer. Visibility stops being the thing holding your reputation back.

02

A website that earns the seven-figure conversation

An owner who researches you before the first call finds a firm that looks as established as it is. The site does the early convincing, so more of the right businesses reach out ready to talk.

03

Your reputation working everywhere

Your 50 five-star reviews stop sitting on one profile and start showing up where buyers decide: in search, in your ads, and on your site. The trust you have already earned finally pulls its weight.

04

Clarity on every dollar

You see which ads and searches turn into real client inquiries, reported in plain English. You will always know what is earning its keep and what to cut.

05

One team, and your time back

Website, search, ads, and social run under one roof, so you stop coordinating vendors and stay focused on the work only you can do.

06

A system that compounds

Content, reviews, and advertising build on each other month over month. The longer it runs, the more ground you own and the more efficient each new client becomes to win.

05 · Investment

Choose the pace. We recommend Growth.

Your investment comes in two parts: a one-time website build of $6,500, the same on every plan, and a monthly fee for the marketing that grows your firm after the site goes live. The tiers below differ only in how far we push your search, ads, and social. 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
Plus a one-time website build of $6,500
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
Plus a one-time website build of $6,500
Market Leader
Own Roseville, then expand to the surrounding cities.
$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
Plus a one-time website build of $6,500
The math, plainly

You run these numbers better than we do.

The Growth plan is $36,500 in your first year, then $30,000 a year after that. You know what a new advisory client is worth to your firm. If it is even a few thousand dollars a year, and most stay for years, a small handful of new clients covers the entire system. Everything past that is upside.

Why we ask for six months

Search compounds over months, not weeks, so a six-month start gives the work the runway it needs. You are not flying blind, though: from day one you see exactly what every dollar produces, and the website and content we build are yours to keep.

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.

06 · 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.

07 · Why PipelineOS

Built for you, by people you can reach.

Most marketing for firms like yours is assembled from separate vendors, generic templates, and reports full of numbers that don't translate to clients. We built PipelineOS to work the other way. Here is the difference at a glance.

The typical agency
With PipelineOS
Website, SEO, ads, and social spread across separate vendors who rarely coordinate.
One team running all of it as a single connected engine.
A template shared across dozens of firms, lightly customized.
A site designed only for your firm, from a blank page.
One generic playbook applied to every business and industry.
A plan built around proactive advisory for seven-figure businesses.
Reports full of clicks, impressions, and keyword rankings.
Reporting tied to real client inquiries, in plain English.
A junior account manager and a support ticket queue.
Senior attention and a direct line, from day one.
And specifically, three things most firms can't say

Built to be the answer AI gives

When a business owner asks ChatGPT, Perplexity, or Google's AI for a good Roseville CPA, we structure your site and content so you're the firm it names. We optimize for AI recommendations, not just blue-link rankings.

We run this on our own businesses

The website, SEO, and advertising systems we would build for you are the same ones we run on companies we own. Every tactic is proven with our own money on the line before it touches your account.

Every lead traced to its source

A dedicated tracking number and CRM tie each new-client call and form back to the exact ad and keyword that produced it. You will see that a few dollars of spend brought in a five-figure client, not just that impressions went up.

08 · Proof

Real businesses. Real results.

The plan above is not theory. Here is the same system at work for two other local businesses, with numbers pulled straight from their own accounts.

Case study · A local auto glass company, Sacramento area

A full system that cut ad spend 76% and still grew the leads.

They were spending $2,500 a month on Google Ads just to keep the phone ringing, with no SEO and no way to see what was working. We rebuilt the site for search, added content and call tracking, and tightened the ad spend. Twelve months later:

76%
less ad spend, from $2,500 down to $600 a month
$7
cost per new customer, down from $89
135%
growth in organic search traffic
1,350+
customer calls tracked

Organic search now brings in more traffic than paid ads ever did, saving around $24,000 a year while producing more leads than before. They have also become a recommended answer on AI search tools including ChatGPT, Google's AI, Gemini, and Perplexity, the new way customers find local businesses.

Case study · A junk removal company, Roseville

From invisible in search to number one in nine months.

This company came to us with no organic presence at all: a single-page site, no service or location pages, and no content strategy. We rebuilt it with dedicated service pages, location pages for every area they serve, and content targeting the searches their customers were making. Nine months later:

2,350%
growth in organic clicks, from 8 a month to 196
621%
growth in search impressions
#1
for "junk removal Rocklin CA"
Page 1
for its core service keywords

They went from zero organic presence to page one for the searches that bring customers. The foundation we built kept performing even after the engagement ended, because search is an asset you own, not one you rent. They are now a recommended answer on AI search tools as well.

And here is what it's like to work with us
★★★★★

"Wes and his team are incredible. We love our website and our marketing plan. Keep Charging!"

G
Gary K.Google review
★★★★★

"Wes did an absolutely phenomenal job on my website. The new site is very consistent with my brand imaging while also being professional. He's also extremely professional and working with him has been a delight. I 100% recommend."

K
Kyley S.Google review
★★★★★

"Wesley at PipelineOS did a fantastic job re-designing my website. It was in dire need of modernization and revamping, SEO/search optimization, and overall aesthetic charm. I'm very happy with the results. Highly recommend Wesley and his services!"

C
Creature Catchers Wildlife ManagementGoogle review
★★★★★

"Wes is amazing! He built our company's website from the ground up, as well as managing the back end of our website including all of our SEO. He is on top of all analytics and is very responsive. Wes also checks in weekly to see what we need to adjust for our company to further our success... Look no further than Wes!"

M
Mike F.Google review
09 · 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