Grow beyond tax season.
Accounting firms face extreme tax season concentration with 60-80% of revenue occurring January-April. Sapt helps CPA and tax firms market year-round services, transition clients from compliance to advisory, and build industry specializations that command premium pricing.
We understand the unique marketing challenges in your industry.
60-80% of annual revenue occurs January-April, creating severe capacity constraints and staff burnout.
DIY tax software and online services commoditize simple returns, forcing firms toward more complex work.
AI-powered bookkeeping and automated tax preparation threaten traditional service models.
Partner retirements and staff departures risk client relationships built on personal connections.
Clients frequently ask "quick questions" that consume significant time, and value pricing can lead to scope creep.
Moving from compliance work to higher-value advisory services requires different skills and client expectations.
Our integrated platform combines SEO, ads, and email tailored for your industry.
SEO captures searches throughout the year—tax prep seasonally and business accounting ongoing.
Paid advertising captures businesses and individuals actively searching for accounting services with seasonal timing.
Email marketing maintains client relationships beyond tax season, promotes advisory services, and ensures deadline compliance.
The System
A recursive cycle that learns your business and compounds results over time.
The Channels
Coordinated execution across SEO, ads, and email—tailored for cpa & tax.
See how CPA & Tax businesses use Sapt to grow.
Firm wants to move beyond compliance work into higher-value CFO advisory services.
Content marketing positioning expertise plus targeted outreach to growing businesses needing financial guidance.
Firm wants to become known as specialists for restaurant accounting.
Industry-specific content, association partnerships, and targeted advertising to restaurant owners.
Firm wants to smooth revenue throughout the year rather than extreme tax season spikes.
Marketing promoting bookkeeping, payroll, and quarterly services plus existing client expansion.
Common questions about marketing for cpa & tax businesses
Do not compete for simple returns—focus on complex situations (self-employed, investments, business owners) where DIY software fails. Emphasize audit support, planning opportunities, and long-term relationships.
Industry specialization increasingly differentiates and commands premium pricing. Specialists understand industry-specific deductions, compliance issues, and business challenges better than generalists.
Start by offering planning conversations during tax prep. Demonstrate value by identifying opportunities they are missing. Package advisory services with compliance work for easier adoption.
Accounting firms typically invest 2-5% of revenue in marketing. For a firm generating $2M annually, expect $40K-100K. Firms pursuing growth may need to invest more heavily.
See what compounding intelligence looks like for your business.
See Your Growth System