For independent CPA firms
Stop paying the Sameness Tax.
We turn good CPA firms into the obvious choice for the clients they actually want.
What the Sameness Tax costs your firm
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A 30- to 40-minute call with [Closer first name]. We build your firm's report before we meet.
- No setup fee
- 90 days, then month to month
- We never ask for your time Jan 15 – Apr 15
01 — The problem
When every firm looks the same, clients compare the only thing left: price.
The Sameness Tax is what a firm pays for looking like every other firm in town. It never shows up on an invoice. It shows up in three places:
- Lower fees.Prospects shop you on price because nothing else stands out.
- Worse-fit clients.You take whoever calls, including the ones who drain your team.
- Harder hires.Good candidates can't tell why they should pick you over the firm down the street.
Can you tell these firms apart?
Your trusted financial partner.
Contact usPersonalized service. Proven results.
Contact usHelping you reach your financial goals.
Contact usTax, accounting and advisory services.
Contact usServing our community for over 30 years.
Contact usPeace of mind, every tax season.
Contact usIllustration. Fictional firms, names removed.
02 — What you actually need
You don't need more clients. You need better ones.
More of the clients you love working with. Fewer of the ones who drain your team. And a floor under your fees. It starts with one clear sentence your firm can own.
Your Specialist Statement
The CPA firm for [industry] owners in [region] who [situation].
The CPA firm for restaurant owners in Austin who are opening their second location.
Fictional example.
03 — The Zeno Plan
One monthly plan. Three moves.
Website, video and Meta ads, built around your niche and run every month. Never in your busy season. Month one is The 30-Day Install, included, with no setup fee.
FIND
We find the clients worth having.
- Client Ledger Review. A six-column sheet your team fills in. No client names, no SSNs, no client financials.
- Right-Client Profile + Fee Floor. A portrait of your ideal client and the minimum fee from here on.
- Specialist Statement. The one sentence your firm will own.
CLAIM
We make your position impossible to miss.
- Signature Site. Built from scratch around your niche. No calculators, handshakes or blue skylines.
- Fit Filter. A 60-second qualifier that sends right-fit prospects to your calendar.
- Warm Intro Kit. A page and a 90-second video for people who come to you by referral.
- Talent Page. Careers, plus a day-in-the-office video.
PROVE
We prove it, every month.
- Off-Season Shoot. Half a day of filming a year, between May and August, becomes a year of content.
- AI Answer Visibility. Q&A pages, structured data and your Google profile, checked monthly. No ranking promises.
- Meta ads for your firm. Your content in front of the right business owners, and in front of candidates when you're hiring.
- The Monthly Close. One page, five numbers, every month.
Every month: 12 production credits
- 8 short videos
- 4 posts or carousels
- 1 email to your client list
- 1 new Q&A page for your site
Swap items as your needs change, as long as the total stays at 12. Always included: managing your Meta ads, site updates, the AI Answer Check and the Monthly Close.
04 — Working together
Your first 30 days take about seven hours of your time.
Half of it is one filming session, booked outside busy season. You get one point of contact, a three-minute video update every Friday, and approvals by link, on your phone.
- Day 190 minKickoff: your goals, the clients you love, the ones that drain you, and a first Fee Floor.
- Days 2–530 min, plus about 1 hour from a managerClient Ledger Review. Your team fills in the sheet and we analyze it. On day 5, a short call to approve your Specialist Statement.
- Days 6–1230 minPositioning and message. On day 12, you see your new homepage next to your competitors.
- Days 10–203–4 hoursOff-Season Shoot, directed remotely. If this falls in busy season, it moves to May.
- Days 13–27NoneWe build your Signature Site, Fit Filter, Warm Intro Kit and Talent Page.
- Day 2820 minFinal approval, by link.
- Day 30NoneLaunch. Everything moves into your firm's name, and you get your first Monthly Close.
- Total About 7 hoursAbout 7 hours
Every month after: The Monthly Close
One page, five numbers: qualified inquiries, booked consultations, your average proposed fee against your Fee Floor, mentions in AI answers, and candidates for your open roles.
January 15 – April 15: we don't ask you for anything.
The same goes for the two weeks before September 15 and October 15. Your busy season stays yours.
05 — Start here
Before we ask you for anything, we do the work.
Book a call and we'll build your firm's Sameness Report before we meet. It's free, it's built for your firm, and it's ready before we talk.
Blind Test.
Your homepage next to five competitors in your city, logos removed. Can you pick out yours?
AI Answer Check.
We ask ChatGPT, Gemini and Perplexity five questions your ideal client would ask. Who do they recommend?
Referral Test.
What a referred business owner sees when they search your firm's name: Google, reviews, your site on a phone.
The Blind Test uses real competitor sites, so we only show it to you, privately, on the call.
06 — Guarantees
We guarantee what we control.
Blind Test Guarantee.
By day 21, we'll show you your new homepage in a lineup with your five closest competitors. If it doesn't stand out at first glance, or you simply don't love it, we refund your first month and you're free to go.
Busy-Season Guarantee.
If we ask for a single hour of your time between January 15 and April 15, that month is on us.
You Own It.
Your domain, your ad accounts, your videos and raw footage are yours from day one. The site is yours after six months.
No long contract.
Ninety days to start, then month to month.
07 — The rules we follow
Built for a profession with rules.
- Compliance Guardrail. Every piece is checked against the AICPA Code of Professional Conduct, IRS Circular 230 and your state board's rules. We keep an archive of your ads and emails for 36 months.
- Zero Client Data. We never receive your clients' data. Our forms never ask for SSNs or documents.
- No hype. Everything we publish is something a partner would say in a client meeting. No promises of tax savings.
08 — Who you'll work with
One point of contact, from the first call to every Monthly Close.
[Closer full name]
Co-founder, Zeno
[Two or three sentences, written and approved by the closer.]
Zeno is a small, founder-led studio. Our production team works on the US business day.
Founding Firm Program
We're taking on five founding firms. They lock in launch pricing for 12 months in exchange for a documented case study and an interview on day 90.
FAQ
Questions partners ask.
One monthly plan, with no setup fee. You'll see the starting price in the 60-second fit check, before you book anything.
No. Ninety days to start, then month to month.
No. Your ad budget is paid directly to Meta, from your firm's own ad account. Our fee covers running the ads.
A referred business owner Googles you before they call. What they find decides whether they call, and what fee they expect.
Then we're not here to bring you more clients. We're here to change which clients you have.
Everything we publish is something a partner would say in a client meeting. No hype, no promises of tax savings, and every piece is checked against the AICPA Code, Circular 230 and your state board's rules.
About seven hours in the first 30 days, and half of that is one filming session. After that, a few minutes a month to approve work by link. Nothing between January 15 and April 15.
Yes. Reserve your spot now and we'll start on April 16. We'll do the prep quietly in the meantime.
Never. Our Client Ledger Review has no name column, and our forms never ask for SSNs or documents.
Your domain, ad accounts, videos and raw footage are yours from day one. The site is yours after six months.
You'd be one of our first five. That's exactly why the Founding Firm terms and the day-21 guarantee exist.
Find out what the Sameness Tax is costing your firm.
Book a call. Your Sameness Report will be ready before we meet.
It takes about 60 seconds to see if we're a fit.