Accounting Firms & Insurance Agencies

Stop losing the clients who are already looking for you.

Most firms lose 30% or more of interested prospects — not because anything is wrong with the practice, but because nobody follows up fast enough. We fix that.

What firms are leaving on the table
Inquiries that go cold within 24hrs 38%
Prospects who hire whoever responds first 78%
Firms with no automated follow-up 83%
Revenue recovered when you close the gap +40%
Avg. across firms we've assessed
Pipeline running 24/7
Zero leads lost
01 — Sound Familiar?

Your firm does great work. But growth still feels like it happens to you, not because of you.

01

The Follow-Up Black Hole

A prospect reaches out. They get a proposal or a call back. Then silence. No one follows up. They quietly go somewhere else — and you never know it happened.

02

The Referral Ceiling

Referrals built your firm. But you can't control when the next one comes. A key source dries up, and suddenly the pipeline is empty with no backup plan.

03

The After-Hours Void

Someone needs you at 8pm on a Tuesday. They hit a contact form or voicemail. By morning, they've called two competitors. You never had a chance.

04

The Speed Gap

Firms that respond in five minutes close dramatically more business than those that respond in five hours. Most firms know this — and still can't hit that window.

05

The Seasonal Rollercoaster

Slammed during peak season. Quiet the rest of the year. Revenue swings 40-60% depending on the calendar, not the quality of the firm.

06

No Net Under the Pipeline

Prospects are already finding you — through Google, referrals, your website. But without anything catching them, most slip through without you ever knowing.

02 — How We Work

Nothing about your firm changes.

You don't hire a sales team. You don't learn new software. You don't change how you run your practice. You just stop losing the prospects who are already coming your way.

01

Diagnostic

A 15-minute conversation to understand where prospects are slipping through — and how much it's costing you in revenue you should already have.

02

Build

We design and install a system that captures every inquiry, follows up within minutes, and keeps your pipeline active — 24 hours a day, 7 days a week.

03

Results

More booked appointments on your calendar. Fewer prospects going cold. Revenue that's predictable instead of seasonal. Most firms see the difference within 30 days.

03 — Who We Serve

Built for financial services.

We work exclusively with two types of firms — because depth beats breadth.

📊

Accounting Firms

For managing partners and firm owners who know their practice deserves a better pipeline than "wait for referrals and hope."

  • Year-round prospect flow — not just tax season
  • Automatic follow-up so no lead goes cold
  • Prospects booked onto your calendar while you focus on clients
  • Advisory client acquisition beyond compliance work
Talk about your firm →
🛡️

Insurance Agencies

For agency owners tired of losing policies to the carrier down the street — or the website that responded at 9pm when you couldn't.

  • Every call answered, every inquiry captured — 24/7
  • Under-5-minute response to online quote requests
  • Renewal retention that prevents policy drift
  • Pipeline growth without buying leads or running ads
Talk about your agency →
04 — Why AiT

We're not a marketing agency. We're from your industry.

AiT Coaching and Consulting was founded by Alistaire Senior after 11 years inside financial services — in accounting and financial analysis at EQ Bank and RFA Bank of Canada. We understand how firms like yours actually operate because we've worked inside them.

We don't sell software. We build the growth infrastructure your firm is missing — and we handle everything so your team can focus on what they do best.

11+
Years in financial services
30%
Avg. prospect leakage we eliminate
<5 min
Response time we build to
24/7
Your pipeline never sleeps
We didn't change anything about how we run the firm. We just stopped losing the people who were already trying to reach us. Easiest growth decision we've ever made.
M
Managing Partner Mid-size CPA Firm, Ontario
05 — Next Step

Find out what you're already missing.

15 minutes. No pitch. Just an honest look at where prospects are slipping through — and whether it's worth fixing.

Book a Conversation
Free diagnostic · No commitment · Answers in 15 minutes