Who I work with · Professional services

Marketing for accountants.

Accounting clients forgive a fee increase faster than they forgive silence in March. Organization is what they are buying, so it has to show before they hire you.

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How the work actually comes in

The honest version.

People go looking for an accountant when something changes or something goes wrong. A new business, a first rental property, a parent's estate, a letter from the IRS. They ask around, then they look you up. They want to see that you handle their situation, that you are taking new clients, and that the process will not involve emailing their Social Security number to a stranger.

Trust is the whole sale, and it gets judged on small things. A website that still describes tax rules from several years ago. A Google profile with no reviews and old hours. A contact form that goes nowhere during the busiest stretch of the year. Firms that are excellent at the work often look stretched thin online, because every hour in season goes to returns, not to the website.

By the numbers. Census County Business Patterns, 2023 counts 67 businesses in Plymouth County, 70 in Bristol County, 201 in Norfolk County and 211 in Rhode Island classified as offices of certified public accountants. Source: U.S. Census Bureau, County Business Patterns 2023. Counts cover businesses with paid employees.

Where the work leaks

Your Receipt, accountants and CPAs.

SICC MEDIA

Customer copy

Receipt #2995CE · ACCOUNTANTS AND CPAS

01
The phone goes unanswered all season
LEAKING
Your best prospects call in tax season, exactly when nobody can pick up. A voicemail box that is full by noon tells them you cannot take new clients, even when you can. At minimum, missed calls need an immediate reply and a clear answer about whether you are accepting new returns.
02
Document collection by email attachment
LEAKING
Clients email tax documents unencrypted, lose track of what they sent, and your staff spends weeks chasing a single missing brokerage statement. A secure portal with an automated checklist of what is still outstanding looks more professional and gives your team back hours of follow-up.
03
The off-season goes quiet
LEAKING
Plenty of firms stop marketing once returns are filed. That is the window for advisory, planning and bookkeeping clients who pay year-round. If nobody hears from you between returns, they think of you as the person who does their taxes once a year, and they buy advisory somewhere else.
04
Generic about every niche
LEAKING
A site that says you serve individuals and businesses of all sizes says nothing. A restaurant owner wants to know you understand tip reporting and payroll. A contractor wants someone who gets job costing. Firms with a clear niche get referred more, because people can describe who they are for.

This is the general version

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The leak that costs the most

You missed the call. Now what?

One missed call. Two endings.

2:14 PMIt is March and you are buried in returns. The phone rings. You cannot get to it.
2:14 PMThey hit voicemail and hang up without leaving a message.
2:15 PMThey tap the next name on Google.
6:40 PMYou see the missed call. You call back. No answer.
The new business return went to whoever picked up.

An example of how it plays out, not a real customer. The text-back is part of automation for accountants and CPAs.

Timing

The year, for accountants and CPAs.

January is the starting gun. Documents trickle in, the crunch builds toward the filing deadline, and extensions keep part of the team busy into fall. Late spring through year-end is when you have room to market, and it is when business owners start thinking about planning before the year closes. Build the systems in summer so they run on their own when the crunch arrives.

Where I would start

Automation for Accounting Firms

Document collection and missed calls are where tax season hurts most. Automating the outstanding-items checklist, the reminders and the immediate reply to a missed call takes pressure off staff in the exact months you cannot hire your way out of. It also makes the firm look organized to every client, which is what keeps them.

See the plan →

Everything I do

Ten services, written for accountants and CPAs.

Or skip straight to your problem

I run My business and I keep losing jobs to My problem

The list is not everything. Not on it? Pick “a business not listed,” or run the free Receipt. It works for any business.

Service 01Branding for Accounting Firms

Clients are handing you their finances.

Service 02Websites for Accounting Firms

A prospect wants to know whether you handle their situation, whether you are taking new clients, and how to start.

Service 03Marketing Strategy for Accounting Firms

Compliance work peaks in spring.

Service 04Social Media Management for Accountants

Accounting social does not need to be funny or daily.

Service 05Content Design for Accounting Firms

Your clients need clear instructions more than inspiration.

Service 06E-commerce for Accounting Firms

An accounting firm sells judgment, not inventory.

Service 07Automation for Accounting Firms

The work that breaks in tax season is the chasing: missing documents, unsigned forms, unanswered calls.

Service 08Voice Agents for Accounting Firms

In tax season the phones outrun the staff.

Service 09Local SEO for Accountants

People search for an accountant by their problem and their town.

Service 10Google Ads for Accounting Firms

Accounting ads have a short, expensive window.

Questions

What accountants and CPAs ask first.

When should we start marketing for next tax season?

Well before it. The systems, meaning intake, document checklists and reminders, should be built in summer and tested in fall. New-client marketing works best in late fall and early January, when people are deciding whether to stay with their current preparer. Once the crunch starts, you should be capturing demand, not building anything.

Should we advertise that we are a CPA firm?

Only if you are. Use of the CPA title is restricted by state boards of accountancy, so a firm built around enrolled agents or non-CPA preparers should describe its credentials accurately. That accuracy builds trust anyway. I write your positioning around what your team actually holds and what they actually do.

We are full every season. Why market at all?

Because full of the wrong work is still a problem. Marketing lets you choose: fewer simple returns, more business clients, more advisory that pays outside of spring. It is also how you raise prices without losing the clients you want to keep. Being full is a reason to market more selectively, not a reason to stop.

Where they are

Towns with the most accountants and CPAs.

Warwick, RI · 39Providence, RI · 36Cranston, RI · 25Braintree, MA · 20Quincy, MA · 17Fall River, MA · 15Plymouth, MA · 14East Providence, RI · 13Hingham, MA · 12New Bedford, MA · 12

Business counts by town, Census category "Offices of certified public accountants". Source: U.S. Census Bureau, ZIP Code Business Patterns 2023.

Close neighbors

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