Tax Strategists, Fractional CFOs, & Bookkeepers 👇

Fill Your Calendar With Perfect Fit Clients

We’ll build your in-house client acquisition system so you can consistently sign new clients - no retainers. no recurring fees.

See What Our Clients Have To Say 👇

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"I have tried to work with several lead generators and have never received the same kind of responsiveness, insight, and flexibility as we received from Willem. They make sure we have the pitch right so we only get those leads that really meet out criteria as potential clients."

- Clause Madsen, Managing Director

“You guys have generated a fantastic amount of leads, it's a challenge to keep up! We have a couple of transaction going on right now."

- Jonathan Tate

“Great news coming today, it's official!!!  $500,000 in deals closed. Thank you for our continued partnership my friend. Let's keep it going!"

- Edward DeAngelis, Owner & CEO

“Willem, hope all is well. Wanted to say we are pleased with the work you have been doing for us. As discussed a few months ago, we want to explore what increasing your scope with us would include.”

- Bill Schloth, Co-owner & Managing Director

“We’ve been pleased with both the quality of your customer service and the general volume of leads”

- Terra Porter, Communications Manager

“We have enjoyed working with you and have found the program to be a successful one in that it created a number of conversations and some good clients for us.”

- Stephen Goldberg, Managing Partner

“Thanks for your hard work. We appreciate all you have done and looking forward to continuing. Let's roll!"

- Billy Mitchell, Co-owner

44 sales calls per month, 2 months after launching

- David Marchese, Managing Director

$119,200 Revenue Generated for Tax Strategy Firm

Within 4 months, we were able to generate a tax strategy firm $119,200 in revenue.

With an average cost per lead of $32.50, this firm was able to keep their calendar full of new and qualified tax planning opportunities every month.

Why Atrevido Partners?

No Retainers. No Recurring Fees. Ever.Unlike traditional marketing agencies, we don’t lock you into monthly retainers or ongoing fees.

We believe in giving you full ownership. That means we’ll build a complete, high-performing client acquisition system tailored specifically to your firm, and once it’s live and optimized, it’s yours to run in-house, forever.

Complete Marketing System Buildout

We’ll build your entire client acquisition system custom-tailored to your offer, done-for-you from start to finish.

Campaign Launch & Leads

We will launch your ad campaing utilizing our proven and custom ad strategy, to flood your calendar with sales calls. While also teaching your team how to use it.

Done For You Ad Creatives

We will ideate, script, and edit your video ads. Giving you proven ads that grab attention and drive booked calls.

60 Day Ad Management & Training

We will work with your firm for 60 days to launch, scale, and optimize the ads. Ensuring everything is running smoothly and delivering results.

Launched in 14 days

Your full system will be built and launched within 14 days so you can start scaling with ads in days, not months.

Handoff & In-house Ownership

We will work with your firm for 60 days to launch, scale, and optimize the ads. Ensuring everything is running smoothly and delivering results.

FAQs

What makes you different?

No Retainers. No Recurring Fees. Ever.

Unlike traditional marketing agencies, we don’t lock you into monthly retainers or ongoing fees.

We believe in giving you full ownership. That means we’ll build a complete, high-performing client acquisition system tailored specifically to your firm, and once it’s live and optimized, it’s yours to run in-house, forever.

We handle everything: strategy, buildout, launch, and optimization for the first 60 days. Then we train your team so you can confidently manage and scale the system without needing us long-term.

Why should I run ads?

You’re probably in one of these boats:

- You’ve hit a ceiling with referrals, content, or cold outreach.

- You’ve tried ads before, but they felt like a black hole of wasted money and confusion.


And that’s completely normal — most business owners (myself included) have been there.

Referrals, organic content, and cold outreach can work. But they only take you so far. They’re inconsistent, time-consuming, and difficult to scale past $20k–$40k/month.

Ads, on the other hand, are different. When done right, they’re the most scalable, predictable, and high-leverage client acquisition channel available. You can dial them up like a faucet, fueling growth without burning out your team or relying on luck.

That’s why the fastest-growing companies in the world all use paid ads. Not because they have to, but because they work.

If you want to scale past the plateau, ads are the lever that gets you there.

How do you ensure that leads are qualified?

Your time is valuable, so your funnel is built to filter out the tire-kickers.


We use multiple proven mechanisms across your ad system and funnel to ensure only serious, high-quality leads make it through to your calendar or checkout page.

Here’s how we do it:

1) Pixel Conditioning – We train the algorithm to find and attract your ideal buyers by feeding it the right signals from day one.

2) Conditional Logic – Smart forms and applications dynamically filter unqualified prospects before they ever reach you.

3) Targeted Messaging – Every ad and landing page speaks directly to your ideal client, repelling the wrong people and drawing in the right ones.

This means your system isn’t just optimized for volume, it’s dialed in for quality, so you spend your time speaking with leads who are ready to buy.

How much time and effort will this take me?

Very little. We handle all the heavy lifting, from strategy and funnel buildout to targeting, ad management, and lead qualification.

All we need from you is about 2 hours during onboarding so we can tailor everything to your business. We’ll ask for your input, and you’ll record the video ads we script for you.

After that? The system runs almost entirely hands-off. Your only job is to show up to pre-qualified appointments and close the deal.

What is your pricing model?

We operate on a one-time setup model - not retainers, not commissions, and no recurring fees.

You pay once for us to build and launch a fully customized client acquisition system tailored to your goals. This includes strategy, ad creation, funnel build, qualification, and a 60-day optimization period to ensure performance.

After that, the system is yours. If you'd like us to continue managing it for you, we offer optional ongoing support.

How long until I see results?

Here's what to expect month by month

Days 1–30: Dialing In & Data Gathering
In the first month, our goal is slight profitability as we train the ad algorithm, gather data, and test different creative angles, audiences, and messaging. This phase is all about laying the groundwork for scale.

Days 31–60: Optimization & Momentum
By month two, we double down on what’s working. With real performance data in hand, we begin refining targeting, increasing budgets strategically, and optimizing the system to drive stronger returns.

Day 60+ : Scale & Max ROI
This is where it really takes off. With the system proven, the creative dialed in, and the data backing every move, you’ll see your most consistent and scalable returns.

How does the in-house handoff process work?

Once we build and launch your ad system, we don’t just leave you hanging.

We’ll give you the exact SOPs, templates, and frameworks we use internally to create high-performing ads, copy, and funnels, so you can continue running campaigns with the same level of precision and results we deliver as an agency.

You’ll also get 60 days of support, where you can ask questions, request changes, or get feedback directly from me as you get comfortable with the system.

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