One unified system. Every channel. Coordinated action for accounting, cpa & tax firms.
Most cpa & tax businesses run marketing in silos—email here, ads there, SEO somewhere else. We execute across all channels from one brain, so everything works together.
Email marketing maintains client relationships beyond tax season, promotes advisory services, and ensures deadline compliance.
Paid advertising captures businesses and individuals actively searching for accounting services with seasonal timing.
SEO captures searches throughout the year—tax prep seasonally and business accounting ongoing.
See how cpa & tax businesses achieve results with Sapt.
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.
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