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From Tax Season Scramble to Year-Round Growth Engine
Most accounting firms rely entirely on referrals and a burst of activity around tax season. We build systems that generate qualified leads year-round — so your pipeline doesn't go dry in June and your best prospects aren't going to the firm that showed up first online.
What we see in the industry
Revenue drops 30-40% outside tax season because there's no nurture system keeping your firm top-of-mind
Over-reliance on referrals — no proactive lead generation means growth is someone else's decision
Website that looks like every other CPA firm in the state, competing on nothing but location and price
Prospects who aren't ready to switch firms today disappear — no follow-up, no drip, no re-engagement
How we solve it
We position your firm as the obvious choice for businesses outgrowing their current accountant. SEO captures high-intent searches like 'CPA for growing business' and 'fractional CFO for startups.' Paid campaigns target business owners during key decision windows — Q4 planning, post-tax-season, and fiscal year transitions. Email nurture sequences keep your firm top-of-mind until prospects are ready to move — because the average B2B decision takes 3-6 months.
5-8 qualified conversations per month year-round, not just in tax season
Higher-value client acquisition — business advisory and fractional CFO, not just tax prep
30-50% lower cost per acquisition through targeted digital vs. broad referral dependency
Brand positioning that commands premium fees and filters out price shoppers
Paid campaigns generate leads within 30-60 days. SEO builds momentum over 3-6 months and compounds from there. Email nurture delivers ROI immediately if you have an existing contact list. Most accounting firms see meaningful pipeline improvement by month 3.
Referrals are great — but you can't control them, scale them, or predict them. Digital marketing doesn't replace referrals; it adds a predictable channel on top. The firms growing fastest use both.
We work with established accounting firms who want to grow beyond referral-only. Whether you're a 5-person firm or a 50-person practice, the system scales.
Free Assessment
6-dimension assessment with industry benchmarks, personalized priorities, and service recommendations. Takes 2 minutes.
The second best time is now.
Every month without a clear strategy is another month of revenue walking out the door. Apply in 2 minutes — our team reviews every application within 48 hours.
6-month minimum engagement · Month-to-month after that · Select clients only