Clients for your accounting firm, beyond tax season
Tax season brings a rush of one-time returns. The better business is year-round bookkeeping, advisory and business clients. We help you get the right clients and smooth out the calendar.
Searches we build
your campaigns around.
These are the kinds of searches your customers type before they call. We build ads and pages that answer them directly.
What we do for
accountants & cpas.
Niche positioning
Pages and ads for the clients you want: small businesses, real estate investors, specific industries.
Year-round campaigns
Bookkeeping, payroll and advisory campaigns outside of tax season.
Client onboarding automation
Document requests, engagement letters and reminders sent automatically.
A detail most agencies miss
Starting tax-season campaigns in January, before the rush, usually means cheaper clicks and more control over which clients you take.
The services we’d use.
SEO Services
Technical fixes, genuinely useful content and real links, so you show up when local customers search for what you do.
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Google Ads Management
Google Ads set up and run around calls and sales, with every lead traced back to the search that brought it in.
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Sales & Business Automation
CRM setup, speed-to-lead, follow-up sequences and back-office automation that keep deals moving without someone chasing every step.
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Website Design
Clean, modern websites designed around one goal: getting the visitor to call, book or buy.
Learn moreQuestions from
accountants & cpas.
Can you help us attract business clients only?
Yes. Targeting, pages and lead forms can be built around business clients and filter out simple individual returns.
Do you automate client document collection?
Yes. We can set up secure portals and reminders so clients send what you need on time.
Want more customers for your accountants & cpa business?
Tell us where you are and what kind of jobs you want more of. We’ll take an honest look and tell you what we’d do first.