Get the System Behind Automated Practice Growth ►

The One System Your Practice Is Missing

Built exclusively for financial professionals. Runs while you work.

Business Growth One is the all-in-one growth automation platform built exclusively for financial professionals. One platform. One login. Replaces your existing disconnected tools. Pre-built for your practice.

The One System Your Practice Is Missing image

Ready to Get Started?

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15 minutes. No pitch. No obligation.

Pricing ($USD)

System ► Monthly: $399/month or Annual: $3,990/year (2 months free)

One-time setup ► Regular: $1,600, Charter Member sale: $800

Setup payment options ► 1 x $800, 2 x $425, or 3 x $300

Charter Member price for first 50 clients only | No contracts - cancel anytime

Your Practice Runs on Systems.
This is the One That Grows It.

Your Practice Runs on Systems image

Most financial practices have a system for clients, accounting, payroll, HR, and operations. Almost none have a Business Growth Automation System - and that gap quietly costs them clients, revenue, and practice valuation every year.

Business Growth One is that missing system. It captures leads, follows up automatically, books appointments, manages your pipeline, generates reviews, and tracks every result - all in one place, pre-built for financial professionals.

Ready to Get Started?

Not Sure?

15 minutes. No pitch. No obligation.

Stop Duct-Taping Together Your Marketing Tools

Most financial professionals are paying $600-$1,800+ per month across 8 or more disconnected tools.
Business Growth One replaces all of them.

What You Need Typical Separate Tools Monthly Cost Business Growth One
CRM Salesforce, HubSpot, Zoho CRM $49-$800/mo ✅ Included
Email Marketing Mailchimp, Constant Contact, ActiveCampaign $19-$350/mo ✅ Included
SMS Marketing Twilio, SimpleTexting, Klaviyo $49-$200/mo ✅ Included
Website Builder WordPress, Wix, Squarespace $29-$150/mo ✅ Included
Funnel Builder ClickFunnels, Leadpages, Kartra $127-$297/mo ✅ Included
Appointment Scheduling Calendly, Acuity, Square Appointments $19-$29/mo ✅ Included
Reputation Management Podium, Birdeye, Reputation $199-$599/mo ✅ Included
Social Media Scheduler Hootsuite, Buffer, Sprout Social $79-$379/mo ✅ Included
Pipeline Management Pipedrive, Zoho Bigin, Close $20-$50/mo ✅ Included
Course Platform Kajabi, Teachable, Thinkific $149-$399/mo ✅ Included
Community Platform Circle, Mighty Networks, Skool $99-$199/mo ✅ Included
Automation/Workflows Zapier, Make, n8n $49-$199/mo ✅ Included
AI Chatbot Manychat, Intercom, Chatbase $19-$99/mo ✅ Included
AI Voicebot Retell AI, Vapi AI, Synthflow AI $49-$299/mo ✅ Included
Form/Survey/Quiz Builder Jotform, Typeform, SurveyMonkey $29-$49/mo ✅ Included
Much More... IVR, eComm, Client Portal, Elec Signatures, Video Hosting, QR Codes, Call Tracking, etc. ✅ Included
TOTAL All Separate Tools Combined $600-$1,800+/mo $399/mo

$600 - $1,800+ per month: That's $7,200 - $21,600+ per year!
Plus you also gain:

  • Everything integrates automatically (no Zapier/Make/n8n glue needed)

  • One login instead of 8+

  • One bill instead of 8+

  • One support team that knows your entire system

  • Built specifically for financial professionals, not generic for all industries

  • No more data sync issues between platforms

  • Unified reporting and analytics across all tools

  • Single source of truth for all client data

Business Growth One: $399/month. Everything above included.

Ready to Get Started?

Not Sure?

15 minutes. No pitch. No obligation.

Here Is What It Does For Your Practice

Captures Leads Automatically icon

1. Captures Leads Automatically

Your website, landing pages, AI bots and forms capture leads and add them to your CRM without manual entry. No lead falls through the cracks.

2. Follows Up While You Work icon

2. Follows Up While You Work

Automated email and SMS sequences follow up with every new lead on a schedule you set once. They run while you are in client meetings or on weekends.

3. Books Appointments Without Back-and-Forth icon

3. Books Appointments Without Back-and-Forth

Leads and prospects book directly online into your calendar. Automated confirmations and reminders reduce no-shows without any effort from you.

4. Manages Your Entire Pipeline icon

4. Manages Your Entire Pipeline

See exactly where every lead and client is in your processes. Nothing gets forgotten, all tasks get completed. No lead goes cold without you knowing.

5. Generates Google Reviews & Responses Automatically icon

5. Generates Google Reviews & Responses Automatically

When you complete work for a client BGO sends a personalized review request at exactly the right moment. Your online reputation builds on autopilot.

6. Tracks Results In One Dashboard icon

6. Tracks Results In One Dashboard

See your leads, conversions, revenue, and growth performance in one place. Know what is working and what is not without logging into six different tools.

Plus: Your Practice Gets an AI Employee That Never Sleeps

7. Voice AI - Answers your phone 24/7 icon

7. Voice AI - Answers your phone 24/7

Voice AI handles incoming calls, answers common questions, and books appointments directly into your calendar - even at 9pm on a Sunday. You never miss a lead because you were unavailable.

8. Conversation AI - Engages your website visitors 24/7 icon

8. Conversation AI - Engages your website visitors 24/7

Conversation AI responds to visitors on your website around the clock, answers their questions, and guides them toward booking a call - without you lifting a finger. Every visitor gets an immediate response regardless of the time or day.

Solves 2 critical issues: (1) Missing Leads (2) Slow Response (Speed to Lead)

Ready to Get Started?

Not Sure?

15 minutes. No pitch. No obligation.

See Business Growth One In Action

Simple, Transparent Pricing

Single plan. No confusion.

Business Growth One System: $399 per month

Business Growth One Setup:

Regular: $1,600

Charter Member: $800 (save $800 or 50%)

Limited time - first 50 Charter Member clients only.

Payment plan options:

2 payments of $425

3 payments of $300

Business Growth 360° Diagnostic credit:

Purchased the 360° Diagnostic within 14 days: $300 off setup. Net setup $500.

Purchased within 15-30 days: $150 off. Net setup $650.

What is included:

All features. No upgrade walls. No feature tiers.

One plan, full access, done-for-you setup, done-with-you training, ongoing support.

No contracts. Cancel anytime.

Annual option: $3,990 per year (2 months free)

Ready to Get Started?

Not Sure?

15 minutes. No pitch. No obligation.

Here Is What Happens After You Sign Up

Four Steps

Within 48 hours - Patrick contacts you to schedule your strategy call

Within 48 hours - Patrick contacts you to schedule your strategy call

Within 7 days of your strategy call - your BGO account is fully configured for your practice

2. Within 7 days of your strategy call - your BGO account is fully configured for your practice.

Within 48 hours of setup - your training call is scheduled image

3. Within 48 hours of setup - your training call is scheduled.

After training - your system is live, leads are being captured, and automated follow-up is running image

4. After training - your system is live, leads are being captured, and automated follow-up is running.

You do not figure this out alone. We build it with you and for you.

Ready to Get Started?

Not Sure?

15 minutes. No pitch. No obligation.

Perfect Business Growth System

Busines Growth One: Perfect Business Growth System image

To reach the profits and business valuation you desire, your practice doesn't need a big name, large staff or a lot of money. However, it does need three things:

  • 1. A powerful, affordable and reliable SYSTEM

  • 2. A solid and proven STRATEGY

  • 3. Consistent and automated ACTION PLANS

Get all 3 with Business Growth One.

Capture Leads From Your Website, Social Media, Google, and more!

Text messaging is the #1 preferred method of conversation today, so why make your customers call you? Unlock the power of Text Messaging, Facebook Messaging, Instagram DM, and Google Business Chat - all in one place!

  • Generate FREE Leads From Existing Traffic

  • Unlock More Prospect Channels

Generate Sales With The Push Of A Button

Turn your database of leads & customers into new sales via email and text-message campaigns whenever you want!

  • Turn First-Time Customers Into Repeat Buyers

  • Drag-And-Drop Email Builder

Effortlessly Scale Your Online Reputation

Send review requests with a simple click. Reply to Google & FB reviews in the same place you reply to everything else. Managing your reviews and, most importantly, protecting your brand’s reputation becomes a cinch!

  • Quickly & Easily Send Review Requests

  • Read & Reply To New Reviews From Your Pocket

Everything That Is Included

CRM, Contacts & Unified Inbox

Keeping track of leads and clients doesn’t have to be a headache. Business Growth One helps you stay organized, follow up effortlessly, and manage all your client interactions in one place. No more scattered notes or lost emails - just a simple, streamlined system that helps you grow your business with ease.

Reputation Mgmt & Reviews AI

Your online reputation can make or break your business. With Business Growth One's Reputation Management tools, you can automate review collection, monitor feedback, and respond to reviews - all from one easy-to-use dashboard. Build trust, attract more clients, and stand out from your competitors with a strong and credible online presence. Integrate with Google, Facebook and many more!

AI Employee 24/7 Assistant

Imagine having an extra set of hands to handle your marketing, answer client questions, and create content - all without hiring or lifting a finger. Business Growth One’s AI tools help you write emails, generate social media posts, create images, and even converse with leads through voice or chat. It’s like having a virtual assistant working 24/7, helping you connect faster ("Speed to Lead"), to significantly reduce the chance of losing leads.

Email Marketing Campaigns

Stay connected with your clients and turn leads into loyal fans with easy-to-use email marketing. Business Growth One helps you send professional-looking emails, automate follow-ups, and track results—so you can keep your business top-of-mind without spending hours on email.

SMS (Text) Marketing Campaigns

Want a fast and easy way to reach your clients? Business Growth One lets you send personalized text messages, appointment reminders, and special offers right to their phones. It’s quick, effective, and gets your message seen—no more waiting for emails to be opened!

Smart Websites & Landing Pages

Need a professional website without the high cost and hassle? Business Growth One makes it easy to build a fast, sleek, mobile-friendly site that showcases your brand and attracts clients. With drag-and-drop tools, Calls To Action (CTAs) and built-in SEO features, you can create a smart website that not only looks great but also helps grow your business - no tech skills required!

Funnel & Opt-in Page Builder

Turning website visitors into paying clients just got easier! Business Growth One helps you build step-by-step sales funnels that guide potential clients from interest to action. Whether you're capturing leads, booking appointments, or selling services, our simple drag-and-drop builder makes it easy - no tech skills needed!

Social Media Planner

[NEW: Now integrates with: Facebook, Instagram, LinkedIn, Google Business Profile, YouTube, TikTok, Pinterest, Threads, and Bluesky]. Keeping up with social media can be time-consuming, but it doesn’t have to be! Business Growth One lets you schedule and post content across all your social media accounts from one easy-to-use platform. Stay consistent, keep your audience engaged, and grow your online presence in one place - without the daily hassle!

Mobile App

The Business Growth One all-in-one mobile app is designed to help you grow smarter and faster. With everything from calls, texts, and emails to pipeline tracking and automation in one place, you’ll never miss a contact, lead or opportunity again. Real-time notifications keep you connected to prospects and clients, while automated workflows handle the busywork so you can focus on building relationships and closing deals.

Opportunities & Pipeline Mgmt

Never let leads fall through the cracks. This is your streamlined system for turning leads into loyal clients. Track every deal from first contact to closed business with clear, customizable pipelines that keep your team focused and organized. Real-time updates and reporting give you the insights you need to forecast revenue and make smarter decisions. By automating follow-ups and reducing manual tasks, you’ll boost conversions while freeing up time to strengthen client relationships.

Online Appointment Booking

With Business Growth One, clients and leads can book directly into your calendar online, eliminating the back-and-forth and ensuring your availability is always clear. Automated reminders reduce no-shows, while integrated workflows handle confirmations and follow-ups seamlessly. The result is a professional, branded booking experience that builds trust and makes connecting with you simple and stress-free.

Forms, Surveys & Quizzes

Easily gather valuable client insights and turn visitors into leads! Business Growth One lets you create custom forms, surveys, and quizzes to capture information, get feedback, and engage your audience. Whether it’s a simple contact form or an interactive quiz, you’ll collect data effortlessly and use it to grow your business!

Communities

Build a thriving community around your business! With Business Growth One, you can create private groups, discussion boards, and interactive spaces where your clients can connect, share insights, and support each other. Strengthen relationships, boost engagement, and position yourself as a trusted leader in your field - all in one place!

Courses

Share your expertise and generate revenue by creating and selling online courses. With Business Growth One, you can easily develop, market, and deliver high-quality educational content. Offer free or paid courses, build membership programs, and provide exclusive content to engage your audience while growing a steady income stream. You can also develop your own internal staff training system.

Memberships

Turn your expertise into a steady revenue stream by offering exclusive content through memberships. With Business Growth One, you can create a members-only area where clients get access to premium content, special offers, and personalized experiences. Whether it's ongoing education, coaching, or insider perks, memberships help you build stronger relationships while generating predictable recurring income.

Newsletters

Keep your clients and prospects engaged with regular, value-packed newsletters. Business Growth One makes it easy to create visually appealing and informative emails that keep your audience updated on industry news, special offers, and expert insights. With built-in tracking, segmentation, and automation, you can send the right message to the right people at the right time - boosting engagement and strengthening relationships effortlessly.

Automated Workflows

Stop wasting time on repetitive tasks! Business Growth One lets you automate follow-ups, reminders, and client communications so nothing falls through the cracks. Set it up once, and let the system handle the busy work—giving you more time to focus on what really matters: growing your business.

Metrics & Analytics

Get clear, actionable insights into your marketing and sales performance with Business Growth One’s built-in analytics. Track key metrics, monitor trends, and measure the success of your campaigns in real-time. Understand what’s working, optimize your strategies, and make data-driven decisions to grow your business more efficiently.

Ready to Get Started?

Not Sure?

15 minutes. No pitch. No obligation.

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We help firms in Accounting, Bookkeeping, CPAs, Tax, Estate & Financial Planning & Advisory grow their practice.