Compounding Results for CPA & Tax Businesses

Every month better than the last. That's the power of a system that learns.

For accounting, cpa & tax firms, results don't just maintain—they compound. Every campaign teaches the system more about what works for your specific business. Month 6 doesn't look anything like month 1.

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

Comprehensive Tracking

Every campaign, every click, every conversion gets tracked. We build a complete picture of what's driving results for your cpa & tax business.

  • 73% - of small business owners search online when looking for accountants
  • $142B - U.S. accounting services industry market size
  • 67% - of CPA firms report difficulty finding qualified staff
  • 45% - of small businesses switched accountants in the past 3 years

Predictive Optimization

The system doesn't just report what happened—it predicts what will happen. Then it compares predictions to reality and gets smarter.

  • Predict campaign performance before launch
  • Identify patterns specific to your business
  • Automatically adjust to maximize results

Results That Stack

Each cycle builds on the last. The intelligence we build about your cpa & tax business becomes your competitive moat.

  • Month 1: System calibrating and learning
  • Month 3: Clear patterns emerge, results improve
  • Month 6: Transformative results, deep business intelligence

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

Frequently Asked Questions

Frequently asked questions

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.

Ready for a system that learns?

See what compounding intelligence looks like for your business.

See Your Growth System