💼 Finance 

Upstart Marketing Solutions is uniquely positioned to serve professionals and firms in the financial services space. Whether you're a credit repair expert, tax preparer, bookkeeper, or full-scale accounting firm, our sales and marketing support is designed to help you attract and retain clients in a highly trust-based industry.

We begin with a strategic sales plan tailored to your niche. Who is your ideal client? What services are most profitable? How can we position your firm as both credible and approachable? We answer these questions and build a roadmap for client acquisition that aligns with your growth goals.

Our cold calling campaigns are handled with professionalism, targeting homeowners, small business owners, and individuals who need your services. We create scripts that highlight your value while navigating compliance considerations and objection handling with care.

Email marketing campaigns help you educate your audience and build long-term trust—whether you’re promoting seasonal services like tax filing or recurring support like bookkeeping. We also manage appointment setting, so your team can focus on client work instead of juggling calendars.

With Upstart Marketing Solutions, financial professionals gain a partner who understands the importance of trust, transparency, and follow-through. We help you maintain a full calendar—and a full pipeline—all year long.