Get more of the high ticket advisory clients you actually want

Below is who we are, who we help, and how the system actually works.

✓ Free build session ✓ No pitch ✓ The plan is yours to keep

Who we are, who we help, and how we help. Watch this first.

What we do

We install the acquisition system, run it, and prove it in 30 days.

Step 01

The Audit

We look at how clients reach you today and find the fastest, most predictable way for your firm to get a return, based on your fees and your capacity.

Step 02

The Install

We build the acquisition system and run it ourselves. Ads, targeting, messaging, booking and tracking. Qualified prospects land on your calendar.

Step 03

The Handover

At 30 days you own a working acquisition engine. Keep us on to run it, or take the keys and run it yourself. No hard lock ins.

Who we help

Accounting, tax and finance firms with room to grow

Three years working in this space and nothing else. Here is who this is built for.

Firms growing on referrals

Your next client depends on who remembers to mention you. You want a channel you control instead.

Owners with capacity

You can take on more clients right now and you are good at the delivery. The gap is the pipeline.

Firms selling real fees

Controller-level work, advisory and CFO engagements. Your pricing supports paid acquisition.

Owners who can close

Put the right business in front of you and you convert. You just need more of them in front of you.

Before we speak

Four short videos

The things every firm owner asks us, answered before the call.

01

What does working with Saulna look like?

02

Why most accounting and CPA firms struggle to acquire advisory clients

03

How we generate clients for the firms we work with

04

Is Saulna a marketing agency?

Client results

Firms running systems they own

Named on purpose. Go and look them up.

"I had the expertise. I did not have a way to make the calendar fill on purpose."
K
Kingsley
Dental CPA, tax and advisory
"We had interest. Nothing was turning into booked calls. The system was the missing piece."
J
Jan
Credit repair and funding
"We needed volume and a team that could work it. Now they work a full calendar instead of chasing scraps."
J
James
Investors Institute Inc
"I did not want leads. I wanted an operation that books appointments whether or not I am driving it."
D
Diamond
The Credit Play

Watch the full testimonial library →

Who you are working with

Meet the team

Our ads team, sales team and operations are all in house. The people who build your system are the ones who run it.

Juraj

Juraj

Chief Operations Officer
Jordyn

Jordyn

Head of Sales
Stefan

Stefan

Client Pipeline Manager
Juzer

Juzer

Media Buyer
Bilaal

Bilaal

Sales
The founders

Meet Craig and Derrius

Craig Johnson

Craig Johnson

Co-Founder

Acquisition systems, offer strategy and client install. Craig runs the build, from ICP and messaging through to the funnel that goes live in week one.

Derrius York

Derrius York

Co-Founder

Sales systems, conversion and team development. Derrius builds the motion that turns leads into booked calls, and trains the people who run it.

M Featured on Medium
Craig Johnson and Derrius York on the Business of Staying in Motion
Read the founder story →