Open for projects in 2024 Q3 & Q4
We Solve
Client Acquisition
Sales
Growth
Operations
Market Fit
Client Acquisition
Client Acquisition
Sales
Growth
Operations
Market Fit
Client Acquisition
for Businesses
Monument Solutions helps companies unlock hidden revenue potential with customizable, proven systems to increase sales and optimize resources.
Trusted by 100+ businesses
Open for projects in 2024 Q3 & Q4
We Solve
Client Acquisition
Sales
Growth
Operations
Market Fit
Client Acquisition
for Businesses
Monument Solutions helps companies unlock hidden revenue potential with customizable, proven systems to increase sales and optimize resources.
Trusted by 100+ businesses
Trent Scott
CEO
PrivateEquityLife
“I couldn't recommend anybody higher…”
“I couldn't recommend anybody higher…”
Monument Solutions' structured approach and personalized solution guided us through a seamless transformation, resulting in increased efficiency and a significant boost to my bottom line.
Trent Scott
CEO
PrivateEquityLife
“I couldn't recommend anybody higher…”
Monument Solutions' structured approach and personalized solution guided us through a seamless transformation, resulting in increased efficiency and a significant boost to my bottom line.
Why Monument
Use Monument to Build Your Scaling Infrastructure
Market Analysis & Offer Validation
Sales & Marketing Assets
Offer Refinement & Campaign Brief
Monumental Force
Market Analysis & Offer Validation
Sales & Marketing Assets
Offer Refinement & Campaign Brief
Monumental Force
Why Monument
Use Monument to Build Your Scaling Infrastructure
Market Analysis & Offer Validation
Sales & Marketing Assets
Offer Refinement & Campaign Brief
Monumental Force
Testimonials
Testimonials
See What Our Clients Say
See What Our Clients Say
Sophia Rodriguez
Tax Acumen LLC
"Monument Solutions helped us streamline and refine our sales process, saving us countless hours and allowing us to take on more clients without expanding our team."
Managing Partner
William Brown
Audit & Assurance Firm
"Thanks to Monument Solutions' end-to-end processes, we gained valuable time back, allowing us to tailor our consultations and increase client retention."
Principal
Sophia Rodriguez
Tax Acumen LLC
"Monument Solutions helped us streamline and refine our sales process, saving us countless hours and allowing us to take on more clients without expanding our team."
Managing Partner
William Brown
Audit & Assurance Firm
"Thanks to Monument Solutions' end-to-end processes, we gained valuable time back, allowing us to tailor our consultations and increase client retention."
Principal
Jane Smith
Financial Advisory Group
"We were struggling to keep up with the demands of our growing practice. We implemented automated workflows that significantly improved our efficiency, allowing us to focus on higher-value activities."
Partner
Michael Anderson
Law Firm
"We were hesitant to invest in new systems, but Brody and his team guided us through the process and the results have been remarkable. Our team is more productive, our clients are happier, and our bottom line has grown."
Founder & CEO
Jane Smith
Financial Advisory Group
"We were struggling to keep up with the demands of our growing practice. We implemented automated workflows that significantly improved our efficiency, allowing us to focus on higher-value activities."
Partner
Michael Anderson
Law Firm
"We were hesitant to invest in new systems, but Brody and his team guided us through the process and the results have been remarkable. Our team is more productive, our clients are happier, and our bottom line has grown."
Founder & CEO
Liam Patel
Zenith Solutions Group
"I'm grateful for Monuments' exceptional work. They transformed our approach, increasing leads and revenue significantly. It's been a pleasure working with such a talented team."
Founder
Emily Chang
Evergreen CPA Agency
"Choosing Monument Solutions was a smart move. Their strategic approach and attention to detail set them apart. Within weeks, they revamped our assets and boosted sales. We're grateful for their commitment."
COO
Liam Patel
Zenith Solutions Group
"I'm grateful for Monuments' exceptional work. They transformed our approach, increasing leads and revenue significantly. It's been a pleasure working with such a talented team."
Founder
Emily Chang
Evergreen CPA Agency
"Choosing Monument Solutions was a smart move. Their strategic approach and attention to detail set them apart. Within weeks, they revamped our assets and boosted sales. We're grateful for their commitment."
COO
Monument in Numbers
Being highly streamlined is the key to minimize friction and maximize operational efficiency. All partners get access to a tailored infrastructure that allow them to explosively scale.
In revenue generated
Firms we’ve helped scale
Client referral rate
Typical ROI seen in 1 year
Monument in Numbers
Being highly streamlined is the key to minimize friction and maximize operational efficiency. All partners get access to a tailored infrastructure that allow them to explosively scale.
In revenue generated
Firms we’ve helped scale
Client referral rate
Typical ROI seen in 1 year
Next steps
Your Path To Growth Starts Like This
We build you the infrastructure that will allow you the scale, and show you how to operate it
Discovery Call
Let's have a conversation about your firm's unique needs and goals. We'll explore your current challenges and discuss how Monument Solutions can help you achieve greater efficiency and profitability.
Discovery Call
Let's have a conversation about your firm's unique needs and goals. We'll explore your current challenges and discuss how Monument Solutions can help you achieve greater efficiency and profitability.
Roadmap Creation
Based on our discovery call, we'll develop a customized 90-day roadmap outlining specific steps to transform your firm's operations, enhance client experience, and boost your bottom line.
Roadmap Creation
Based on our discovery call, we'll develop a customized 90-day roadmap outlining specific steps to transform your firm's operations, enhance client experience, and boost your bottom line.
Fulfillment
Our team will work closely with you to implement the roadmap, providing guidance, support, and training along the way. We'll track progress, analyze data, and make adjustments as needed to ensure your success.
Fulfillment
Our team will work closely with you to implement the roadmap, providing guidance, support, and training along the way. We'll track progress, analyze data, and make adjustments as needed to ensure your success.
Pricing
Plans to fit your business
Installments
Upfront
360-Degree Infrastructure Setup
Sales and Status Asset Creation
Outbound/Inbound Acquisition Channels
Team, Leadership, and Sales Process Training
Optional add-ons
SEER Operating System - $400/yr OPS AI Agent - starting at $500/m + Onboarding Fee
Installments
Upfront
360-Degree Infrastructure Setup
Sales and Status Asset Creation
Outbound/Inbound Acquisition Channels
Team, Leadership, and Sales Process Training
Optional add-ons
SEER Operating System - $400/yr OPS AI Agent - starting at $500/m + Onboarding Fee
Pricing
Plans to fit your business
Installments
Upfront
360-Degree Infrastructure Setup
Sales and Status Asset Creation
Outbound/Inbound Acquisition Channels
Team, Leadership, and Sales Process Training
Optional add-ons
SEER Operating System - $400/yr OPS AI Agent - starting at $500/m + Onboarding Fee
Scaling
Apr 8, 2022
The CPA's Playbook for Exponential Growth: How to Scale Your Firm Without a Sales Army
Processes
Feb 28, 2022
From Manual to Magic: How AI-Powered Workflows are Transforming Accounting Firms
Landing Pages
Mar 15, 2022
Unlocking Growth Through Data: How CPA Firms Can Leverage Analytics for Strategic Decision-Making
Get started
We Solve Client Acquisition and Scaling
We Solve Client Acquisition and Scaling
Never rely on referrals or agencies ever again with a reliable, scalable infrastructure that runs in the background to get you predictable clients.
Never rely on referrals or agencies ever again with a reliable, scalable infrastructure that runs in the background to get you predictable clients.
"30 days in, and the new inbound system we implemented booked 55 appointments for us at a cost of $20-30 per lead. Ended up closing 7, so far, at $900/m, each"
Hunter Morley
Hive Insurance
Get started
We Solve Client Acquisition and Scaling
Never rely on referrals or agencies ever again with a reliable, scalable infrastructure that runs in the background to get you predictable clients.
"30 days in, and the new inbound system we implemented booked 55 appointments for us at a cost of $20-30 per lead. Ended up closing 7, so far, at $900/m, each"
Hunter Morley
Hive Insurance
© Monument Solutions 2024. All rights reserved. Website & Systems by Falcon Corporate Systems
© Monument Solutions 2024. All rights reserved. Website & Systems by Falcon Corporate Systems
© Monument Solutions 2024. All rights reserved. Website & Systems by Falcon Corporate Systems