Marketing for Accountants & Accounting Firms
CPA Marketing
Tax season fills itself. The rest of the year doesn't. We help your firm win the clients you want before the rush, then market bookkeeping, payroll, and advisory work so the calendar stays full after April 15.
What Makes CPA Marketing Different
Accounting firms have one brutal season and three quiet ones. Here's what we plan around.
Hover or tap a card to see how we handle it.
- 01
Demand comes in one wave
Everyone searches for an accountant from January to April, when you have the least time to answer and the least capacity to take on clients.
How we handle itMarketing that starts in the fall, so the clients you want are booked before the rush, with intake that filters out the ones you don't.
- 02
Tax-only clients are seasonal
A firm that only markets tax prep earns most of its revenue in four months and spends the rest waiting.
How we handle itYear-round campaigns for bookkeeping, payroll, advisory, and tax planning, the recurring work that smooths out the calendar.
- 03
The wrong clients find you
Generic 'tax preparer near me' traffic brings in price shoppers with simple returns when you want business owners and complex filers.
How we handle itPages and ads aimed at your ideal clients by industry and need, such as S-corp owners, real estate investors, or multi-state filers.
- 04
Clients share sensitive documents
Prospects hesitate when a firm asks them to email tax documents, and some forms quietly send personal data into tracking tools.
How we handle itIntake that points to your secure client portal, and tracking set up so financial details never reach ad or analytics platforms.
Keep the Firm Busy After April 15
Turn on the services your firm offers and see what to market in each quarter. Gaps show up as quiet quarters.
Q3: Jul to Sep
Quiet with this mix- Business tax (steady)Extended business returns are due September 15, a second window for owners who are behind.
No service peaks here. Adding advisory, bookkeeping, or tax planning gives this quarter its own campaign.
The Marketing Mix That Works for Accounting Firms
Our usual order of priorities, adjusted to your firm and services on a call.
SEO
CoreAccountant SEO and your Business Profile for local searches, plus service pages for the niches and services you want more of.
PPC & Google Ads
CoreGoogle Ads timed to the season: tax prep ahead of the rush, then bookkeeping and advisory campaigns for the rest of the year.
Web Design & Development
CoreA clear site with service pages by client type, a short intake form, and a link to your secure portal instead of email attachments.
AI Workflows & Automation
Add when readyIntake routing, document reminders, and off-season check-ins inside the practice tools you already use.
Social Media Marketing
Add when readyDeadline reminders and plain-language tax tips on LinkedIn and Facebook that keep your firm in front of business owners.
Every Lead Traced to Its Source
A monthly report built for accounting & cpa firms owners: what came in, from where, and what it cost.
Your First 90 Days
What happens after the strategy call.
- Week 1
Ideal client and audit
The clients and services you want more of, your profile, site, and reviews audited, and lead tracking set up without capturing financial details.
- Weeks 2-4
Service and niche pages
Pages for your priority services and client types, an intake form that qualifies, and a clear path to your secure portal.
- Weeks 3-6
Pre-season campaigns
Search campaigns and email to past prospects that book tax clients before the rush, aimed at the returns you want.
- Weeks 6-12
Year-round services
Bookkeeping, payroll, and advisory campaigns, review requests from happy clients, and a content calendar around deadlines.
Accounting & CPA Firms Marketing Questions, Answered
More Finance Marketing
Fill the Calendar After April 15
On a free strategy call we'll plan your pre-season push and the year-round services that keep your firm busy.
- 30 minutes
- No obligation
- Clear action plan