For CPA, tax and bookkeeping firms
Clients for the whole year, not just tax season.
A one-time return pays once. A business on monthly bookkeeping or advisory pays every month. Reach the owners who want a firm to keep them ahead, and be easy to find when they look.
- Written to your board's and the AICPA's rules
- Pages for each service you sell
- A written read every Friday
Tell us about your business
Reply within one business dayWhat your buyers search
What owners search when the books get away from them.
Some searches are seasonal, most are triggered: a notice, a new business, a bad year. The firms that rank for those moments get the engagements that last.
- CPA near me
- small business accountant
- bookkeeping services for small business
- tax preparer near me
- IRS notice help
- fractional CFO
- payroll services small business
- accountant for LLC
The work worth chasing
Monthly business clients
Bookkeeping, payroll and advisory on a monthly fee: the engagements that carry the firm.
Business tax returns
Often the first engagement, and the natural step into monthly work.
Notices and cleanup
Back taxes, IRS letters and messy books: urgent, and often the start of a long relationship.
Advisory and planning
Entity choice, tax planning and cash flow, for owners who want to see ahead.
What goes wrong
Why firms stay buried in returns.
The skill for advisory is usually there. The marketing still sells the season.
Four months of demand, eight of quiet.
Marketing that only says “tax prep” fills the season and leaves the rest of the year empty.
Every firm says the same thing.
“Accurate. Reliable. Personalized.” When every site reads alike, the owner picks on price. Say who you serve, what you do monthly and what it costs to talk.
Owners do not search for “accounting.”
They search for the problem: an IRS letter, payroll, books for an LLC. One services page cannot rank for all of it.
The wrong clients find you.
Without pages aimed at the clients you want, you get the ones you would rather refer out.
How a firm gets chosen
From “I need an accountant” to a monthly engagement.
Each step needs something specific from your site.
The trigger
A notice, a new business, a bad year
Something pushes the owner to look. They search the problem and the town.
The shortlist
Two or three firms
They look for a firm that serves businesses like theirs and says plainly how it works.
The first call
An easy way to start
A clear way to book a consultation or send documents gets you the meeting.
The engagement
One job, then monthly
A return or a cleanup turns into bookkeeping or advisory when the first job goes well.
What we build for CPA and accounting firms
What we build for an accounting firm.
Each service aims at year-round clients, not only the season.
Web Design & Development
A page for each service you sell and each kind of client you want, with a clear way to book a consultation.
How Web Design & Development worksSEO Management
Local search for your town and the services owners search for all year: notices, bookkeeping, payroll, advisory.
How SEO Management worksPay Per Click Advertising
Search ads timed to the season for returns and running all year for the engagements that last, tracked to booked consultations.
How Pay Per Click Advertising worksSocial Media Marketing
Plain posts on deadlines and changes that keep your name in front of clients and the owners they refer.
How Social Media Marketing worksCompetitor Analysis
Which firms rank in your market for the work you want, and what none of them say.
How Competitor Analysis worksAI Lead Response
Answers the after-hours call or form in the busy season, collects the kind of work and the deadline, and books the consultation.
How AI Lead Response works
How you pay
How an accounting firm plan is built.
Every plan is built from the same three parts. What changes by trade is what counts as a lead and how long a job takes to close.
What counts as a lead
A business or household in your area asking about work you offer, with a name and a way to reach them.
What does not
Spam, a vendor pitch, or work you do not take. Whether one-time individual returns count is your call.
A monthly retainer
Covers the site, the service pages, SEO and the Friday read.
A price per qualified lead
A flat price for each inquiry that meets the definition above.
A share of each closed job
Offered only where your board's rules allow it and disclosed the way they require (the AICPA treats it as a referral fee, ET 1.520). Many firms choose the retainer and per-lead parts only.
What counts as a lead is agreed before work starts. Prices depend on your market and season, so we quote them on a call. No setup fee.
Questions owners ask
About marketing for CPA and accounting firms.
Can you help us fill the months after April?
Do we have to pay you a share of new client fees?
Who answers during the season when we are buried?
We serve a niche. Can the site say that?
From our blog
Worth reading before you call.
Professional Services · Competitor Analysis
Who Is Actually Searching for Your Firm: Market Sizing for Professional Services
Most firms market on instinct. The ones that win start with the number: how much real demand exists, and how much of it you can take.
Read itSEO · Professional Services
Content That Actually Ranks for Professional Services Firms
Most professional-services content sounds the same because every firm pays the same content mill. Here’s how to sound like you.
Read itProfessional Services · Analytics
The Three Numbers a Professional Services Firm Should Track
Traffic is not a result. These three numbers are the difference between marketing you can manage and marketing you just pay for.
Read itProfessional Services · 2026 Trends
The Professional Services Growth Playbook, by Firm Size
Same fundamentals, different scale. The right move for a solo practice is the wrong move for an enterprise firm, and vice versa.
Read it
Quiet after April?
Tell us the clients you want more of. We will tell you what your site ranks for today and what would bring in year-round work.
Frontend Horizon, Dallas, TX
Your site should be paying for itself. Let's find out together.
Take ten minutes with us. You will leave knowing where your site stands and what we would do first, whether or not you hire us.
- Monthly retainer
- Pay per lead
- Pay per close
- A written read every Friday