Tax Season and Business Service Acquisition

Social + Paid Ads strategies built specifically for accounting, cpa & tax firms.

Paid advertising captures businesses and individuals actively searching for accounting services with seasonal timing.

73%
of small business owners search online when looking for accountants
Source: Accounting Today
$142B
U.S. accounting services industry market size
Source: IBISWorld
67%
of CPA firms report difficulty finding qualified staff
Source: AICPA

What's Included

  • Google Ads targeting "CPA near me" and "business accountant [city]"
  • Tax season campaigns ramping up January-April
  • LinkedIn advertising for B2B bookkeeping and CFO services
  • Facebook campaigns targeting small business owners

Real-World Results

See how cpa & tax businesses achieve results with Sapt.

Advisory Services Growth

Firm wants to move beyond compliance work into higher-value CFO advisory services.

Result

Content marketing positioning expertise plus targeted outreach to growing businesses needing financial guidance.

Advisory services grew from 15% to 40% of revenue within 24 monthsAverage client value increased 180%

Industry Niche Development

Firm wants to become known as specialists for restaurant accounting.

Result

Industry-specific content, association partnerships, and targeted advertising to restaurant owners.

Restaurant clients grew from 8 to 65 within 18 monthsRecognized as industry specialist with premium pricing

Explore Other Solutions for CPA & Tax

Frequently Asked Questions

Frequently asked questions

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.

Ready for a system that learns?

See what compounding intelligence looks like for your business.

See Your Growth System