ROIzilla implementation sales engine

Claim your headless accounting firm. Build your order in one guided flow.

This now works like a proposal-commerce path: search + claim, choose package, review scope, generate agreement, sign, and pay to unlock onboarding.

Try the claim flow

Popular searches: Westchester CPA firms, Connecticut tax firms, commuter tax, payroll firms

MC Tax & Accounting

Opportunity: High

Elmsford, NY · mctax.example

Services detected: Tax • Bookkeeping • Payroll • Advisory

Claim status: unclaimedWebsite: Detected
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What this purchase flow is for

From manual follow-up to guided delivery

Stop switching between spreadsheets and email threads. Move from claim to launch with contract-grade scope.

From vague quotes to scoped outcomes

Each package includes included modules, exclusions, timeline, and recurring support assumptions.

From uncertain ownership to clear ownership

Firm data remains with the client; ROIzilla retains reusable platform IP for implementation methods.

Package starting points

Claim + Roadmap

$3,500–$7,500

Assessment, readiness score, and fixed-scope implementation proposal.

Professional Pilot

$18,500 setup

First production version with portal, workflow, and staff dashboard.

Firm OS

$45,000 setup

Full operations stack with partner workload visibility and governance.

Clear pipeline

Choose a package, lock the scope, and move through agreement and payment in sequence.

Proposal clarity

You can see what is included, what is excluded, and why each module matters before checkout.

Trust-first conversion

ROIzilla is the seller of record; Square collects payment; HeadlessCPA is the implementation platform.

Trust strip

  • ROIzilla, LLC is the seller of record on this payment flow.
  • Square is used as the payment processor.
  • Agreements lock scope and payment terms before payment starts.
  • Onboarding unlocks after agreement signature and payment confirmation.

New flow includes search, scope, agreement, and payment sequencing in one place.