It's Time to Get WISE.
15-Minute ConsultationA quick, honest call to assess your needs and point you in the right direction—no sales pitch. Best suited for:
- Established businesses with a defined marketing budget
- Businesses prepared to grow and scale
60-Minute Strategy SessionA deep dive with a top expert to uncover gaps and map a smarter path forward.
- Includes a $250 digital audit covering your website, SEO, local presence, and online performance—yours to keep.
- Get smart, actionable ideas you can apply to your business right away.
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CLIENT SUCCESS STORY
From Acquisition-Led Growth to a Multi-Channel Revenue Engine
A Firm Built to Acquire — But Not to Grow Organically
When Capstone Accounting & Tax partnered with WISE, they had built an impressive multi-location firm through strategic acquisitions — but organic growth was a blind spot.
Their digital presence was fragmented, their previous marketing efforts had no measurable impact, and they had no reliable engine for attracting the high-value clients they actually wanted.
No digital growth engine
Organic growth was entirely referral-dependent. Digital marketing had been minimal — not a priority due to limited bandwidth and resources.
Fragmented legacy website
Their own team described it as "incohesive, wordy, outdated, and piece-mealed" — it couldn't support the firm they were becoming.
No reliable ads partner
Previous Google LSA campaigns brought in low-quality leads with poor targeting. No ad investment was producing consistent, measurable returns.
Ineffective SEO strategy
They had worked with other partners on SEO before. None of it moved the needle — no trackable revenue, no measurable ROI.
Rebuilt from the Ground Up
The old site reflected a firm that had grown by stitching pieces together. The new one was built to reflect where Capstone is going — a premium, multi-state advisory firm targeting high-value business owners and individuals.
The Old Capstone Site
- Incohesive messaging and formatting issues
- Wordy, outdated, and piece-mealed together
- No clear calls-to-action or service distinctions
- Couldn't support 12+ locations or expansion
capstoneaccounting.com
- Clean, premium brand: "Beyond Numbers. Beyond Expectations."
- Built for multi-state scale across 12+ locations
- Clear service architecture for businesses and individuals
- Conversion-focused with structured intake and CTAs
The First Year of a System Built to Last
Channel-by-Channel Performance
These are Year 1 results — the foundation phase. Year 1 is always when ROI is at its lowest: the infrastructure is being built, campaigns are being optimized, and SEO authority is still compounding. Capstone had also single digital client acquisition channel before this engagement. What you're looking at is the floor — not the ceiling. We expect these numbers to accelerate significantly in Year 2 and beyond, exactly as they did with other WISE clients.
Organic Search (SEO)
SEO LTV projection: 18.07x
ROI as clients are retained over time
Paid Search (Google Ads)
LTV projection: 2.32x ROI as pipeline closes and clients are retained.
All Channels Combined
94 pipeline leads not yet counted. Full pipeline conversion would push blended ROI well above current figures.
Patrick Dillon has built a stellar team, and it shows. The level of organization throughout the process has been unlike anything I have experienced with other agencies.
— Kayla Davis, Marketing Manager · Capstone Accounting & Tax
100+ Reviews
READ MORE REVIEWS
Trevor Myres
Founder, Myres CPS
Working with WISE has been great. They have been thorough, professional, knowledgeable, and have really taken our brand image and brought it to life. We couldn't be happier and more excited for things ahead.
Chase Birky
CEO + Co-Founder; Dark Horse CPA
Some companies are vendors, others are partners to your business. WISE is definitely the latter. They have partnered with us strategically on all things digital, created an incredible website (probably the best in the industry to be honest), built the underlying SEO, optimized our Google AdWords, helped us tremendously on the creative side…the list goes on and on. All aspects of your digital presence and marketing are taken into account when you work with them and you get great insights into your performance and improvements. Incredible ROI. Incredible people.
Chris DeBlanc
Managing Principal, DeBlanc, Murphy & Murphy, LLC
They are great people to work with. Great track record of success. WISE Digital built us a complete and functional website, and delivers us a consistent stream of leads with a high conversion rate.
The Road Ahead
Optimizing Paid Search ROI
Paid is in early-stage optimization with 94 leads still in pipeline. Continued refinement targets a 2.32x+ LTV return as campaigns mature.
Expanding to New Markets
Capstone is actively acquiring new locations across the Pacific Northwest and beyond — each new market gets a full local SEO and digital presence built on the same system.
Shifting Mix Toward High-Value Services
With the growth engine now running, Capstone is focused on attracting more Business Tax Planning and CAS clients — their highest-margin, most strategic work.
Ready to Build Your First Organic Growth Engine?
Whether you're a multi-location firm that's grown through acquisitions and never had a real digital strategy — or a single-office practice ready to stop depending on referrals — the WISE Growth System™ was built to give CPA firms a measurable, repeatable path to the clients they actually want.
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