Marketing for CPA and accounting firms
Marketing for CPA firms that brings in clients all year, not only in tax season.
People look for an accountant when they need one: a tax deadline, a new business, a messy set of books. We help CPA and accounting firms show up for those searches and turn them into booked consultations.
The route to a new client
Have you been frustrated with:
Accounting firms tell us the same three things.
A busy season, then nothing
Tax season fills your calendar. The rest of the year, new clients are hard to find.
Referrals you can't control
Word of mouth is great, but it doesn't grow when you need it to.
Leads that aren't a fit
You get calls for services you don't offer, or from people looking for free advice.
How we get you there
Four steps to bring in the clients your firm wants.
Audit
We review your website, Google Business Profile and the firms ranking above you.
Fix
Tracking, booking and follow-up get set up first, so no lead is lost.
Launch
Ads and pages for your main services: tax preparation, bookkeeping, payroll or advisory.
Measure
We track every lead to a consultation, so you know what each service costs to win.
Marketing for accounting firms and tax preparers
We already run Google Ads, Local Service Ads and the CRM for a tax and accounting firm. We know how demand peaks around deadlines, and how to keep leads coming between them.
What's included
- Google Ads for tax, bookkeeping and payroll searches
- Local Service Ads where your category is eligible
- SEO pages for each service and city
- Google Business Profile and reviews
- Online booking and automatic follow-up
- Campaigns timed around tax deadlines
- Monthly reporting tied to consultations and new clients
Questions accounting firms ask
Can you help us grow outside tax season?
Yes. We build campaigns for year-round services like bookkeeping, payroll and advisory, so new clients don't stop when the deadline passes.
Do you work with solo tax preparers or only larger firms?
Both. The plan changes with your size and budget, but the basics stay the same: show up, answer fast and follow up.
Can accountants use Local Service Ads?
In many US areas, Google offers Local Service Ads for tax and accounting services. We check whether it's available where you are and set it up if it is.
How do you keep our marketing professional?
We write clear, accurate copy and never promise results we can't back up. Everything goes to you for approval before it goes live.
Works well with
Let's find your way through.
Tell us where the leads are getting stuck. On a free call we'll look at it with you and tell you what we'd fix first.