Client growth for finance & tax firms
Researched, plain-language guides on winning, converting and keeping clients. Every number links to its source. New articles every Tuesday and Thursday.
A checklist for CPA, tax and bookkeeping firm websites: what to put above the fold, how to show pricing and proof, page speed, forms and the details that make prospects book.
4 min read
When to ask, what to say, how to reply, and the FTC and Google rules every CPA, tax and bookkeeping firm should know before asking clients for reviews.
4 min read
How to set up and optimize a Google Business Profile for a CPA, tax or bookkeeping firm: categories, services, photos, posts, Q&A, reviews and the mistakes that cost you calls.
4 min read
A week-by-week plan to fill your calendar before filing season opens: reactivation, Google profile, reviews, search ads, booking and no-show reminders.
4 min read
A practical guide to the client acquisition channels that work for CPA and accounting firms, from referrals and Google reviews to search ads, with what each costs in time and money.
5 min read
The research on lead response time, what a five-minute reply process looks like for a tax, accounting or financial firm, and how to set one up without hiring.
5 min readShare a few details and we will reply within one working day with a clear next step. No pressure, no long contracts.