More of the right clients for your accounting firm, all year round
Win clients that fit your services and fees, answer every inquiry fast even in peak season, and grow advisory work with the clients you have.
87%
of clients turn to referrals first when looking for an accountant, then check the firm online.
Sound familiar?
Busy season fills your calendar, then the phone goes quiet. We help CPA firms and chartered accountants win clients that fit their services and fees, respond fast even in peak season, and grow advisory work with the clients they already have.
Busy season swallows follow-up
In peak filing season, new inquiries wait while your team files returns. Many of those prospects book elsewhere.
Referrals plateau
Word of mouth built the firm, but it doesn’t grow on demand, and you can’t control who it sends.
Clients want advice, firms sell compliance
Most clients want proactive advice, yet few see their firm as an adviser. That gap is revenue left on the table.
Quiet churn after the season
Some clients simply don’t come back next year, and nobody notices until the next season.
Your year, and when we push
Deadlines differ by country, so we build the calendar around your filing and audit dates. A typical year looks like this.
- 1
Before season
Reactivate last year’s clients and offer year-end planning.
- 2
Season opens
Document checklists and booking reminders go out.
- 3
Peak season
Inquiries answered fast while your team files.
- 4
After the deadline
Thank-yous, review requests and advisory offers.
- 5
Extension period
Extension reminders and business-client check-ins.
Where we’d start for cpa & accounting firms
A typical starting plan. Your free audit tells us which parts matter most for your firm.
The rules we work within
Your license and reputation come first. These are the rules that shape how we market cpa & accounting firms.
This is general information, not legal advice. Your compliance team or adviser has the final word.
Professional advertising rules
Accountancy institutes and licensing boards limit how firms may advertise, and most prohibit false or misleading claims. We keep wording factual, follow the rules of your body and you approve everything.
Genuine proof only
We avoid guarantees and unverifiable claims, and use only genuine reviews and testimonials.
Questions from cpa & accounting firms
Can you help us move away from low-fee clients?
Yes. We target and qualify by service, client type and minimum fee, and politely redirect inquiries that don’t fit.
Is our firm allowed to advertise?
In most places, yes, within the rules of your professional body. We build campaigns within those rules and you approve every message.
When should we start before busy season?
Ideally two to three months before it opens, so reactivation and booking campaigns land before clients decide.