Digital Growth &
A 12-month plan to make Synergy CPA the most visible, most trusted finance partner in Scarborough and the wider GTA — and to deliver qualified leads straight into your CRM.
Prepared By
Marketrix Tech Nepal
Date
August 2026
Term
12-month growth plan
Web
marketrixnepal.com.np
What we will cover in the next 20 minutes
The Situation
What our audit of thesynergycpa.com found — and the opportunity sitting underneath it.
The Growth Engine
Six pillars: SEO, LinkedIn, B2B email, video, trust and paid — built in sequence.
Lead Delivery
How every qualified lead reaches your CRM, and exactly where our scope ends.
Execution & Timeline
A 12-month roadmap with monthly deliverables you can hold us to.
Measurement
The KPIs we report on and the numbers that gate every budget increase.
Investment & Terms
Setup, retainer options, add-ons and the recurring payment plan.
01
What we found, and
what it is worth
A full audit of the website, search footprint, social presence and local listings.
Six gaps standing between you and inbound leads
Every recommendation later in this deck traces back to one of these findings.
No Google Business Profile
You are invisible in the map pack — where most local 'accountant near me' searches end.
Zero public reviews
Strong testimonials exist on-site, but nothing third-party-verified that a stranger will trust.
No phone number on the site
The highest-intent action a visitor can take is blocked on every page.
No video presence anywhere
Three credentialed founders, and none of that trust is visible or moving.
No conversion tracking
No GA4 goals, no pixels, no call tracking — spend today cannot be measured or defended.
Thin pages, no schema
Service pages and blog are not structured for search engines or AI answer engines.
The raw material is already there
None of the gaps above are positioning problems. Synergy CPA already has assets most firms in the GTA spend years trying to build.
3
Credentialed founders
FCCA (UK) · CPA CGA (Canada) — visible expertise is the single strongest ranking and trust signal available to you.
4
Countries of experience
Canada, UK, UAE and Nepal — a cross-border story no competitor in Scarborough can copy.
2
High-value niches
Fractional CFO for growing businesses, and first-year tax for newcomers to Canada.
11
Service pages ready
Already written and live — they simply are not optimised, structured or interlinked yet.
We build and run the demand engine.
You run the conversations.
Clear scope on day one prevents every awkward conversation in month six. Here is exactly where our responsibility starts and stops.
Marketrix Owns
- Traffic, content, SEO and AI-answer visibility
- LinkedIn presence and automated B2B outreach
- Email campaigns, sequences and nurture tracks
- Video production, social publishing and reviews
- Lead capture, qualification and CRM routing
Synergy CPA Owns
Leads arrive ready to work
Every qualified lead lands in your existing CRM — or one we set up for you — with the channel, the campaign, the page they converted on and the full message history attached.
No spreadsheet handovers
Leads sync automatically, not in a monthly export.
Instant alerts
Email and WhatsApp notification the moment a lead qualifies.
Full attribution
You always know which channel paid for which client.
02
Six pillars, built
in sequence
Foundations first, distribution second, paid spend last — and only once the numbers earn it.
Six pillars, two of them carrying the weight
Website SEO and LinkedIn are the primary growth channels. Everything else feeds, proves or amplifies them.
Website SEO & AEO
Technical fixes, 11 optimised service pages, schema, local landing pages and AI-answer formatting.
LinkedIn Authority
Founder-led posting plus automated, targeted outreach to GTA decision-makers via Snov.io.
B2B Email Outreach
Verified ICP lists, warmed domains and five-touch sequences that book consults, not opens.
Social & Video
Four videos every month, each cut into Reels, Shorts, LinkedIn native and quote graphics.
Reviews & Trust
GBP, Bing Places, directories, review workflow and a testimonial engine that travels.
Paid Social — Month 3+
Facebook and Instagram targeting, launched only once tracking proves the funnel converts.
Website SEO: the only channel that compounds
Technical foundation
Core Web Vitals, crawl and indexation fixes, XML sitemap, and full schema markup — Organization, LocalBusiness, Person and FAQPage.
On-page optimisation
All 11 service pages expanded to 600–900 words with process, FAQ and CTA. Unique titles and meta descriptions; duplicate H1s removed.
Local search dominance
Dedicated geo landing pages for Scarborough and the GTA, plus citations across CPA Ontario, BBB, Clutch, chambers and newcomer organisations.
Two content silos
Fractional CFO & advisory, and newcomer & cross-border tax — four supporting posts a month, interlinked back to pillar pages.
Conversion layer
Click-to-call in the header, embedded booking calendar on Coffee & Clarity, and a persistent trust bar with credentials and reviews.
Fractional CFO & Tax Advisory
for Growing Canadian Businesses
Why SEO leads this plan
Ads stop the day you stop paying. A ranked page, a schema-marked FAQ and a five-star profile keep working every month afterwards — which is why we build them before we spend a rupee on media.
Being the answer, not just a result
A growing share of "should I hire a fractional CFO?" research now happens inside AI chat, never touching a search results page. Content has to be written to be quoted.
How we write for AI answers
- Answer-first format — a direct two-sentence answer, then the detail
- FAQ blocks with FAQPage schema on every service page and cornerstone post
- CPA credentials shown under every byline, not just on the Team page
- Identical name, address, phone and services across web, GBP, Bing and LinkedIn
The monthly AI visibility audit
Every month we ask all four engines the questions your buyers actually ask — "best fractional CFO in Scarborough", "first year tax filing new to Canada" — and record whether Synergy CPA is named, cited or absent.
LinkedIn: authority above, outreach below
One channel, two layers running at the same time. Founders build the credibility; automation puts it in front of the right people at scale.
Founder-led authority
In advisory services, prospects hire people, not logos — especially newcomers, who need a named advisor they can trust.
- Three founder profiles fully rebuilt — banner, headline, About, Featured
- 12–16 founder posts a month: POV on Canadian tax news, anonymised client lessons, native video
- Company page posting three times a week
- Comment strategy on target-account posts to build familiarity before outreach lands
Automated outreach via Snov.io
Targeted, human-sounding sequences to founders and finance leads across Ontario — sent on schedule, never blasted.
- ICP targeting: Ontario founders and directors, 10–50 employees, growth-stage
- Connection request + three-touch follow-up, personalised per segment
- Replies scored and pushed straight into your CRM with full thread history
- Daily send limits respected — account safety over vanity volume
B2B email that reaches the inbox
Cold email fails on deliverability far more often than on copy. We treat the technical setup as the campaign.
List building & verification
Snov.io email finder against a defined ICP, then multi-tier verification. We hold bounce rate under 3% — above that, domains get burned.
Domain & mailbox warm-up
A dedicated sending domain with SPF, DKIM and DMARC configured, warmed over two weeks before a single prospect is contacted.
Five-touch sequences
Separate tracks for fractional CFO, newcomer tax and year-end compliance — each ending with a soft Coffee & Clarity invitation.
Lead magnet & nurture
The 2026 Tax & Cash Flow Playbook as the gated hook, followed by an automated nurture track for everyone who downloads.
How Snov.io turns a name into a booked conversation
One platform runs LinkedIn outreach and email sequencing side by side, so a prospect gets a coherent sequence rather than two disconnected pitches.
Your data, your accounts
Every tool is provisioned under Synergy CPA ownership. If we ever part ways, the domains, sequences, lists and CRM data stay with you — nothing is held hostage in an agency account.
Four videos a month, sixteen-plus placements
One short recording session per week produces a month of content across every channel. Consistency beats production polish in this format.
Ask the CPA
A founder answers one real client question in plain language.
Deadline & compliance
CRA dates, filing changes, what it means for a business owner.
Myth-buster / client story
An anonymised lesson from a real engagement.
Newcomer focus
First-year Canada questions, spoken to the community directly.
"Do I really need
a CFO yet?"
from 4 recordings
Synergy CPA · Brand Film
One-time investment
Rs. 30,000
The brand film that carries every channel
A single two-to-four minute film introducing the founders, the philosophy and who Synergy CPA serves best — then cut down into the assets every other pillar needs.
What is included
- Concept, script and shot list developed with the founders
- Remote direction for the shoot, or coordination with a local GTA videographer
- Full edit, colour grade, licensed music, captions and subtitles
- Three cut-downs — 60s, 30s and 15s — for ads and social
- Vertical and horizontal masters, delivered in source quality
Profiles, reviews and proof that travels
You have satisfied clients and written testimonials. What you do not have is anything a stranger can independently verify.
Profiles we claim, verify and build
Google Business Profile · Bing Places · LinkedIn company page · three founder profiles · Instagram · Facebook · YouTube · CPA Ontario directory · BBB · Clutch · local chambers of commerce
The review engine
A review request built into your offboarding — sent by SMS or email within 48 hours of a filed return, when satisfaction is highest. We draft the message, track who has been asked, and respond to every review within two days.
Paid social starts in Month 3 — and not before
Sending paid traffic to an untracked page buys expensive data, not clients. Spend scales on proof, never on the calendar.
Phased ad investment — Facebook & Instagram first
Months 1–2
Zero paid spendFoundation, tracking and creative only. Nothing to spend against yet.
Months 3–4
Facebook & Instagram launchGTA geo-targeting, newcomer interest audiences, founder video as primary creative.
Months 5–6
Retargeting layerPixel audiences re-engaged; only organically proven video gets boosted.
Month 7+
Google Search addedHigh-intent keyword campaigns, expanded once cost per lead holds steady.
The gate: we only increase spend once the landing page converts at 3–5% and cost per qualified lead is known. Ad budget is paid directly to the platforms by Synergy CPA.
From stranger to CRM record, in five steps
This is the handover point. Everything left of the line is ours; everything right of it is your sales conversation.
Works with your CRM, or we set one up
We integrate with whatever Synergy CPA already uses. If there is no CRM in place yet, we will configure HubSpot Free or Zoho at no licence cost and hand you the keys — set up once, owned by you permanently.
Where our scope ends
Marketrix does not make sales calls, send proposals, negotiate fees or close engagements. We deliver a qualified, contextualised lead into your pipeline — your team owns the conversation from there.
03
Twelve months,
four phases
What gets built when, what you receive every month, and the numbers we will be judged on.
Foundation, activation, amplification, compounding
Foundation
- Full technical and content audit
- GBP and Bing Places claimed and verified
- GA4, GTM, pixels and call tracking live
- Technical SEO fixes and schema deployed
- Snov.io infrastructure and domain warm-up
- Brand film scripted and shot
Activation
- Four videos live across all channels
- Founder LinkedIn posting begins
- First outreach sequences go out
- Review request workflow switched on
- First four SEO blog posts published
- Brand film delivered and placed
Amplification
- Facebook and Instagram ads launch
- Two dedicated landing pages shipped
- Retargeting audiences built from pixel data
- First keyword ranking movement
- 15–20 Google reviews reached
- Conversion rate gate reviewed
Compounding
- Ad spend scaled against proven cost per lead
- Google Search campaigns introduced
- ICP and keyword clusters expanded
- Cornerstone AEO guides published quarterly
- Monthly reporting and strategy cadence
- Full attribution by channel
What lands every single month
Reflects the recommended Growth package. Volumes scale up or down with the package selected.
| Workstream | Monthly Output | Channel |
|---|---|---|
| Website SEO & AEO | 4 blog posts · 2 service pages optimised · technical audit · schema upkeep · backlink outreach | Google · AI engines |
| LinkedIn authority | 12–16 founder posts · 12 company posts · comment strategy on target accounts | |
| LinkedIn outreach | 400–600 targeted connections · 3-touch sequences · replies routed to CRM | LinkedIn · Snov.io |
| B2B email | 1,000–1,500 verified contacts · 5-touch sequences · A/B tested subject lines | Email · Snov.io |
| Video & social | 4 videos → 16+ placements · 12 quote graphics · full publishing calendar | IG · FB · YT · LinkedIn |
| Reviews & trust | Review requests sent · every review answered · all profiles kept current | Google · Bing · directories |
| Paid media (M3+) | Campaign build · creative refresh · weekly optimisation · retargeting | Facebook · Instagram |
| Reporting | Bi-weekly dashboard · monthly strategy call · full channel attribution | Shared live dashboard |
The numbers we are judged on
Vanity metrics are useful for diagnostics, but we only report on pipeline. You have a live dashboard and a monthly strategy call.
New qualified leads
Cost per lead (CPL)
Organic traffic
LinkedIn impressions
Email open rate
Meetings booked
Live reporting dashboard
Always on, pulling directly from HubSpot, Google Analytics, LinkedIn and Snov.io. No hiding behind PDFs.
04
Transparent pricing,
predictable billing
Setup, monthly retainer options, optional add-ons and the recurring payment schedule.
Setup & Engine Build
The first 30 days are dedicated exclusively to building the foundation. We don't launch outreach or publish content until the infrastructure is perfect.
One-time investment
The 30-Day Build
Strategy
- Kickoff & goal alignment
- ICP definition & messaging matrix
- Keyword research & content calendar
Infrastructure
- Snov.io workspace setup
- Cold email domain warmup
- CRM / HubSpot integrations
Digital Assets
- Website technical audit & fixes
- Google Business Profile optimization
- LinkedIn profile makeovers (3x founders)
Creative
- Brand film shoot & edit
- First batch of social graphics
- Email sequence copywriting
Choose the engine size
Billed monthly in advance. Ad spend and tool subscriptions are separate and paid at cost.
Foundation
A steady baseline of organic visibility and inbound enquiry.
- 2 SEO blog posts per month
- Company LinkedIn page, 3× per week
- Email outreach — 500 verified contacts
- 2 videos per month
- Reviews and profile management
- Monthly performance report
Dominance
Everything running at once, including managed paid media.
- Facebook, Instagram & Google Ads
- Retargeting & lookalike audiences
- 6 videos per month
- Outreach — 2,500–3,000 contacts
- Dedicated account manager
- Weekly reporting
Add-ons & Pass-through Costs
We believe in zero markup on media spend and clear boundaries on scope.
Paid Social Media Budget
Paid directly to Meta/Google by Synergy CPA. We recommend starting at $1,500/mo in Month 3.
Additional Video Shoots
Rs. 25,000 per half-day shoot if you want to stockpile content beyond the initial brand film and monthly remote recordings.
Custom Web Development
Billed at Rs. 2,500/hr if you require advanced calculators, client portals, or API integrations outside the standard scope.
Our policy on ad spend
Many agencies charge a percentage of your media spend as their management fee. We don't. Your retainer covers our management; you pay the platforms directly. It keeps our incentives aligned on efficiency, not volume.
Payment schedule & terms
Billing Cadence
Project Kickoff
Signature & onboarding
Day 30
Setup complete, engine launches
Day 60 and onward
Steady-state execution
Terms & Conditions
- All prices quoted in NPR (exclusive of applicable taxes).
- Retainer agreements require a 30-day cancellation notice.
- Ad spend is billed directly to the client's credit card by the ad platforms.
- Invoices are due Net 15 from the date of issue.
Why Marketrix?
Specialists, not generalists
We don't build ecommerce sites for sneaker brands on Tuesday and CPA firms on Wednesday. We understand the regulatory environment you operate in, the difference between bookkeeping and advisory, and what your ideal client actually cares about.
A complete ecosystem
Most agencies sell you the one thing they are good at — SEO, or ads, or email. But an email without a credible LinkedIn profile fails. An ad sending traffic to a slow website fails. We build the entire engine because these pieces only work together.
No vanity metrics
We won't send you a report celebrating "impressions" if the phone didn't ring. We measure our success on one metric: qualified conversations generated for your partners.
Ready to build?
Move to the final slide to schedule your kickoff.
Four steps to a live growth engine
Confirm scope & package
Pick a retainer tier and any add-ons. We adjust volumes to fit your budget.
Sign and release advance
Agreement signed, 50% of the setup fee released.
Kickoff & access handover
Website, domain, analytics and social access. One 60-minute onboarding call.
Foundation live
Profiles, tracking, SEO fixes and outreach infrastructure all running.