Flambé Revenue Dashboard
Client acquisition & revenue automation for Gordon W. Ulen, CPA · Last 30 days
Website Visitors
1,284
Meta Ads + organic
AI Intake Conversations
236
18.4% of visitors
Paid Checkouts
41
17.4% of intakes
Calendly Meetings Booked
38
Auto-scheduled
Recurring Bookkeeping Revenue
$6,500
13 active clients / month
Tax Prep Revenue
$18,400
One-time engagements
Leads Ready for Drake
1
Handed to tax team
Conversion Rate
17.4%
Industry avg ~3%
Revenue trend
One-time tax prep vs. recurring bookkeeping
Acquisition funnel
Visitor → Ready for Drake
Each lead handed to the tax team for Drake preparation.
Live activity
Auto-updatingNew lead completed AI intake
Northside Rentals LLC · lead score 91
2m ago
Meta Ads
Business tax package purchased
J&D Plumbing LLC · $750 + $500/mo
14m ago
Meta Ads
Calendly meeting booked
Sarah Mitchell · Tuesday 2:00 PM
31m ago
Website Organic
Document checklist sent
Michael Rosen · IRS notice (urgent)
47m ago
Meta Ads
Client marked ready for Drake
J&D Plumbing LLC · handed to tax team
1h ago
Meta Ads
Follow-up email sent automatically
Kelly Adams · checkout reminder
2h ago
Website Organic
New lead completed AI intake
Sarah Mitchell · lead score 82
3h ago
Website Organic
Integrations
Backend systems wired into the revenue engine
Paid lead source → website
Organic & referral traffic
Intake agent scores leads
Payment capture (Stripe-ready)
Auto-books intake meetings
Secure checklist collection
Routes file to prep queue
Automated nurture sequences
Flambé does not replace the accountant. It replaces the manual sales, intake, scheduling, follow-up, and document-chasing work that prevents firms from converting new clients efficiently.
The tax team still prepares every return in Drake. Flambé fills the calendar and the document folder before they sit down to work.