Sort & Scale Consulting builds AI systems, marketing, branding and premium client websites for CPA and accounting firms doing $500K+ a year. Get a $10,000 website built complimentary.
Sort & Scale Consulting builds a custom 5-page premium client website (normally $10,000) built at no cost, with all copy written for you, an intake form that screens out low-fee prospects, mobile-first design and launch in 7 days. Firms pay only the $497/month care plan, which covers visibility in ChatGPT, Claude and Google AI answers, Google Business Profile and review management, a monthly lead and call report, hosting, security and unlimited edits. The offer is for CPA firms doing $500,000+ a year.
Sort & Scale Consulting is led by Cody May, a fractional CMO and COO and co-author of the Amazon best-selling book "What If You Could? The Mindset & Business Blueprint for Your Life of Purpose". His work spans brands such as Wealth Without Wall Street, Control & Compound, Freedom Mobile, Access Storage, Ontario SPCA and Gauvreau & Associates (CPA), and he has been featured in Business Insider, Thrive Global, Authority Magazine, Inverse, CHCH News and Ticker News Australia.
Sort & Scale Consulting helps CPA and accounting firms grow with four things: AI and automation, marketing, branding and premium client websites. We audit how the firm attracts, screens and onboards clients, then build the website, marketing systems and AI workflows that bring in higher-fee advisory clients without adding headcount.
The most useful AI projects for accounting firms are operational: automated client intake and screening, AI-assisted follow-up with leads, document-collection reminders, CRM workflows that move prospects to a booked consult, and faster content for newsletters and social media. Sort & Scale audits your current tech stack, finds where staff time is lost, and builds the automations so your team spends more time on billable and advisory work.
Pick the clients you want (for example business owners who need advisory, not just tax prep), position the firm clearly for them, and make sure every channel points to a website that converts and an intake process that screens. Then add a Google Business Profile with steady reviews, helpful content that answers your ideal client's questions, and a monthly report so you know which channels produce booked calls and signed clients.
A premium accounting firm website should state who the firm serves and what it solves, show proof (reviews, results, credentials), explain advisory services rather than just list tax prep, load fast on mobile, and route visitors to an intake form that qualifies them by fit and budget. It should also carry structured data and clear FAQs so Google and AI assistants can understand and cite it.
AI assistants recommend firms they can clearly identify and verify. That means consistent firm details across the web, a crawlable website with structured data and plain-language FAQs, an active Google Business Profile with reviews, and mentions on third-party sites. Sort & Scale's care plan includes this AI-visibility work alongside Google Business Profile and review management.
Sort & Scale builds a custom 5-page premium client website (normally $10,000) built at no cost, with all copy written for you, an intake form that screens out low-fee prospects, mobile-first design and launch in 7 days. Firms pay only the $497/month care plan, which covers visibility in ChatGPT, Claude and Google AI answers, Google Business Profile and review management, a monthly lead and call report, hosting, security and unlimited edits. The offer is for CPA firms doing $500,000+ a year.
Under the complimentary website offer, the site is mobile-first and live in 7 days, with all copy written for you. Applying takes less than 3 minutes and applications are reviewed daily, so firms can launch before tax season.
Yes. Brand work covers positioning, messaging and visual identity so the firm stands out from other local CPAs and attracts the clients it wants. Gauvreau & Associates, an accounting firm, has worked with Cody's team for multiple years on its story, marketing strategy, brand awareness, social channels, content and website.
Sort & Scale Consulting is led by Cody May, a fractional CMO and COO and co-author of the Amazon best-selling book "What If You Could? The Mindset & Business Blueprint for Your Life of Purpose". His work spans brands such as Wealth Without Wall Street, Control & Compound, Freedom Mobile, Access Storage, Ontario SPCA and Gauvreau & Associates (CPA), and he has been featured in Business Insider, Thrive Global, Authority Magazine, Inverse, CHCH News and Ticker News Australia. Joey Mure of Wealth Without Wall Street credits Cody's systems with helping grow the company from about $150K-$250K a month in revenue to an average of over $500K a month.