Echo Catalyst Consulting

"Revenue Recovery & Retention Concierge"

"Recover Dormant Revenue. Re-Engage Top Talent. Discreetly.

White-Glove reactivation services for accounting firms earning over $1M+ annually."

The Profit Recovery System That Works For Your Firm.

Most firms leave six figures of revenue and valuable talent on the table. We help you recover both - without ads, gimmicks, or high volume marketing.

Our firm deploys a proprietary, on-premise AI engine to analyze the complete discovery record. We surface the dispositive evidence, identify key contradictions, and deliver a synthesized Key Evidence Brief, allowing your team to focus on what matters most: building a winning legal strategy.


Data Reveiw & Segmentation

Identify dorman clients, lapse propspects, and ex -talent in your CRM.

White-Glove Reactivation Campaigns

Never miss a lead because you’re buried in compliance work.


Revenue Impact Tracking

Transition from tax preparer to trusted advisor.

Evaluate Our System

Echo Specializes in reactivating clients and talent through a private-banker approach.

Connect Your Inquiry Channels

We’ll link our system to your email and web forms to capture new inquiries in real-time.

Activate a Nurture Sequence:

Messages that feel personal, not automated. Intelligent sequencing that stops the moment someone engages.

Review Your Growth Analysis:

Appointment-ready leads delivered directly to your team. You don't chase, You don't spam. You simply welcome them back.

Why Acccountant Love Us

  • Proven ROI - Firms reguary recover

    $80,000 -$150,000 in dormant reveune within 90 days.

  • White-Glove Process - Every Message reflects the prestige of your brand.

  • Exclusive Engagements - We work with a limited number of firms at a time to ensure quality and discretion.

"Our Commitment to Your Practice’s Growth"

We understand the trust your clients place in you. Our system is designed to enhance your professionalism and reliability, not replace your personal touch. All communications are customized with your branding, and you maintain absolute control over your client relationships.

Dormant Clients Reactivaion Firm: 12 - Person accounting firm, $1.2M annual revenue. Situation: 120 leads from past 2 years never converted. Process: Your reactivaton campaign sends discreet, personalized outreach. Result: 25% of leads respond, 10 schedule appointments, $50k potential revenue opportunity identified

Scenario #1
Scenario #1
Is this Your Firm?

Talent Re-Engagement: Firm: 8- Person tax advisory firm $1.5M annual revenue. Situation: 5 former top -performing accountant left., showed in retuning. Process: Carefully sequenced LinkedIn mesages and follow-ups, respecting their past engagemnt and currenty commintments. Result: 2 respond positively, schedule meetigs with HR firm, has option to rehire wihout lengthy recruting process.

Scenario #2
Scenario #2
Is this You Firm?

Firm: 15 - Person bookeeping & advisory firm, $2M annual revenue. Situation: 200 dormant clients + 10 Potential recruits from previous pipeline. Process: Multi-channel private banker styl outreach, each touch point cusomized, no spam, campaign stops at engagement. Result: 3 candidates, express interest in returning, estimated $75K in recovered revenue.

Scenario #3
Scenario #3
Is this Your Firm?

Start Your Practice Growth Analysis

To begin the process, please complete the confidential intake form below. The information will allow our principal strategist to prepare for your initial analysis. All submissions are covered by a digital non-disclosure agreement.

To begin the process, please complete the confidential intake form below. The information will allow


our principal strategist to prepare for your initial briefing. All submissions are covered by a digital non-disclosure agreement.

Echo Catalyst Consulting

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Phone: (510) 250-3226

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