LedgerLift AI Marketing
LedgerLift AI Marketing

About LedgerLift AI Marketing

LedgerLift AI Marketing is powered by LedgerLift AI Marketing — we help CPA and tax firms install a predictable, AI-assisted client acquisition system that books qualified appointments consistently, without relying on referrals.

Who we serve

Our services are best suited for established CPA and tax firms doing $25,000+/month that have the capacity to take on new clients and want a consistent flow of qualified appointments month after month.

Our services

  • AI-assisted appointment generation: lead capture + speed-to-lead follow-up system to convert opt-ins into booked calls
  • Paid advertising management: campaign setup, optimization, and performance tracking (platform based on fit)
  • Funnel & messaging optimization: landing pages, qualification flows, and copy improvements to increase lead quality
  • Pipeline visibility & reporting: tracking lead quality, appointment outcomes, and conversion data to improve results

Performance guarantee: If included, “qualified appointment” criteria and required client cooperation (including speed-to-contact and follow-up requirements) are defined in the signed Service Agreement.