ACCOUNTANTS & TAX PREPARERS
Marketing for accountants, CPAs, and tax preparers
I mapped a nine-step tax return intake for a CPA practice, from document upload to the CPA’s review and signature. So I know how your season runs. Now I do the marketing side for accounting firms, and I do it myself.
DIRECT ANSWER
Marketing for accountants is getting found by the people who need a preparer, a CPA, or a bookkeeper, and then earning their trust. I run your SEO, Google Business Profile, reviews, and social in one plan with a published price. I don’t run paid ads, and I don’t promise rankings.
WHAT YOU GET
01
SEO for accountants
I build pages around the services and towns you actually serve, as part of small business SEO.
02
A Google profile people trust
Hours, services, and tax season updates through Google Business Profile management.
03
Review replies that stay confidential
I never confirm someone is a client in a public reply. No dollar amounts, no tax details, just a thank you.
04
Plain answers to the questions clients ask
Deadlines, what to bring, what it costs. AI tools can quote clear answers.
NOT INCLUDED
Not included: paid ads, ranking guarantees, bought reviews, or tax advice.
HOW IT WORKS
How it works
01
The free AI visibility audit scores your site, Google profile, and how AI tools describe you. It also shows which searches people use to find firms like yours.
02
We agree the first fixes in writing.
03
I run the plan each month and send you a dated record.
PRICING
Pricing
It’s one managed plan with nothing up front. Sign up by November 15 and it’s $250 a month, kept while you stay. After November 15 it’s $400 a month. The full terms are on pricing. Social access goes through Zernio, so you never share your passwords. I run the same plan for other trades, like gyms.
It also covers SEO for photographers. See all the industries I serve.
QUESTIONS
Accountant marketing questions
For most small firms, it’s a clear website, a complete Google profile, and steady reviews. People pick a preparer they can find and trust.
Yes, I do. I build pages for your services and towns and fix what keeps Google from showing them.
I never confirm that a reviewer is a client. Replies thank them and invite them to call, with no tax or money details.
Yes, it works the same for bookkeepers, seasonal tax preparers, and full CPA firms.
No, I can’t. I show you the work, the calls, and the inquiries each month instead.
The earlier the better. Google takes weeks to months to pick up new pages, so fall is a good time to start.
No, I don’t run paid ads at all.
RELATED GUIDES
Guides to read next
Guide
The 3-Search Test
The three searches a buyer runs before they call you: the AI answer, the reviews and YouTube. How I check if a business shows up in each. About 15 minutes.
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Guide
Help customers find and choose your business in AI search
Help customers find and choose your business. Use a five-minute website check and a practical 30-day plan, with clear limits on AI-search results.
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Guide
GEO Readiness Checklist
Twelve practical Google Search and content checks, with a printable action log. No ranking or AI-citation guarantees. Free three-page PDF.
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Let me know which part of your practice you want found first.
Get an AI visibility audit