For CPA & tax firms

Win tax season, and stay the firm they keep all year.

Marketing for CPA and tax firms that captures the rush when everyone is searching, then keeps you top of mind for the advisory work that lasts. We do the work, and we teach you how it holds.

An accountant reviewing tax documents with a small-business owner

Found by clients

“CPA near me”

searched hardest from January to April.

We understand the practice

Your demand spikes for a few months, but your best clients are the ones who stay for the advice all year.

Tax season brings a flood of searches and a flood of one-time filers. The firms that grow are the ones who get found during the rush and then convert those filers into year-round clients who need bookkeeping, planning, and a real advisor. Most of the firms we meet are great with the numbers and quiet about the marketing, so they lose new business owners to a competitor who simply shows up first. That part is our job.

Where clients find you

Three places people look before they hand over their books.

01

On Google

Someone types “small business CPA near me” or “tax preparer for an LLC,” and your firm is right there when the deadline pressure hits.

02

On the map

You show up in the Maps pack with your reviews, your hours, and your services, the things a business owner checks before trusting you with their finances.

03

In AI

When someone asks ChatGPT for a good accountant for a small business in town, your firm is the name it gives.

How we help CPA & tax firms

Four ways we keep clients coming in and staying.

Pages for the searches that pay

Small-business tax, bookkeeping, S-corp and LLC filings, individual returns. We build a page for each service you want more of, so the right clients find you in season and out.

Local search that wins the rush

Your Google Business Profile, reviews, and “near me” presence, tuned so nearby filers and business owners find you first when the deadline looms.

Found in AI search

We structure your pages so AI tools can read them, trust them, and recommend your firm when someone asks for an accountant nearby.

Content that earns the year-round client

Clear answers to the questions business owners actually ask, so a one-time filer sees you as the advisor worth keeping, not just a seasonal stop.

Why a small firm

We treat your reputation the way you treat a return: accurately, and like every detail counts.

Your clients trust you with sensitive things, and we respect that. We take on a small number of firms at a time, keep your reviews and your profile honest, and never overstate what we can do. No retainer lock-in, no jargon, just steady work that keeps the right clients coming in.

Utah-based · founder-led · no retainer lock-in

Questions CPA & tax firms ask.

Marketing only matters in tax season, right?

That is when demand peaks, but the firms that grow get found during the rush and then keep those clients all year with bookkeeping, planning, and advisory work. We build for both: capture the season, then earn the relationship.

Can you help us attract small-business clients, not just one-time filers?

Yes, and that is usually the goal. We build pages around small-business tax, entity filings, and advisory services so the business owners you want find you, not only the once-a-year individual returns.

Do you handle marketing for individual tax clients too?

Yes. If individual returns are part of your practice, we make sure “tax preparer near me” finds you. Many firms want a healthy mix, and we can weight your pages toward the work you want most.

How do business owners usually find an accountant?

Most search “CPA near me” or “small business accountant,” then check reviews and your site before they call. Increasingly they also ask AI tools for a recommendation. We make sure you're the firm they find in all three.

How long until we rank higher on Google?

Local improvements often show in a few months, then compound over six to twelve. The best time to start is well before tax season, so you are visible when the searches surge. We tell you the honest timeline up front.

Do we have to learn marketing ourselves?

No. We handle the work and explain enough that you understand what's happening and own it long term. You're never in the dark, and never held hostage by a vendor.

Let's make this your best season yet.

A free 30-minute call. We'll tell you honestly where your firm shows up today and what's worth doing first.

Book a free call