For CPAs and accounting firms

Busy season should not cost you next year’s clients.

We run your firm’s marketing end to end: local search, ads, social, brand, and an AI front desk that answers every inquiry while your team is deep in returns.

Book a 30-minute call Get your free report card

A February inquiry becomes a booked consultation, not a voicemail.

Where the system earns its keep

  • Season-proof intake

    January through April, the phone loses to the deadline, and those callers hire another firm. The front desk answers every call and chat in seconds, takes structured intake, and books consultations for after the crunch.

    In the system: AI voice receptionist, after-hours coverage, instant text-back

  • Advisory clients, not just returns

    The clients worth growing pay monthly, not once in April. Positioning, pages, and campaigns built around advisory and CAS work attract businesses looking for a partner, not a preparer.

    In the system: Positioning, content, and landing pages built around advisory services

  • Be found when businesses switch

    Businesses change accountants at year-end and right after a bad season. Being visible in your market at those moments is most of the battle.

    In the system: Local SEO and Google Business Profile management

  • Follow up on every proposal

    A prospect comparing two firms hires the one that stays in touch. Automated follow-up runs until the engagement letter is signed or the prospect opts out.

    In the system: Automated follow-up sequences on every open proposal

  • Reactivate past clients and stalled leads

    One-time returns, dormant clients, and inquiries that never engaged sit in your practice management system. Reactivation campaigns give them a reason to come back.

    In the system: Database reactivation campaigns

  • Reviews that reassure a careful buyer

    Choosing an accountant is a trust decision made by careful people. A steady stream of real client reviews answers the question they will not ask out loud.

    In the system: Review generation and reputation monitoring

What a missed inquiry costs

Example numbers. Edit them to match your firm; the math updates as you type.

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Estimated revenue left on the table

Editable examples, not industry statistics. Change any number and see what answering faster is worth to your firm.

Built for a regulated profession

CPA advertising runs under state board and AICPA professional conduct rules, and your marketing should be written like it. We build campaigns that avoid misleading claims and outcome promises, handle testimonials carefully, and collect SMS consent the compliant way under TCPA and A2P 10DLC. Your professional obligations stay yours; the marketing is built so it does not create new ones.

Compliance aware

Common questions

We get most clients from referrals already. Why this?

Referrals are the best clients and the worst forecast. The system builds the second channel and also protects the first one: a referred prospect who reaches voicemail twice stops calling.

Can the AI answer tax questions?

No, and it is not supposed to. It answers the phone, captures what the caller needs, books the consultation, and transfers to your team when you want it to. Advice stays with the professionals.

What does this look like during busy season?

The front desk absorbs the volume your team cannot take, and campaigns are tuned to the calendar: switching season in fall and winter, extension and advisory work after April.

Which firms fit best?

Established firms with staff who handle intake get the most from it. Solo practitioners are welcome; the system simply replaces the front desk they never had.

See if this fits your firm

A 30-minute call. We look at your current marketing and show you exactly what one accountable team would change.

Book a 30-minute call See pricing