Building intelligence that gives your cpa & tax business an unfair advantage.
Before we execute a single campaign, we build deep intelligence about your market. For accounting, cpa & tax firms, that means understanding your ideal patients, tracking what competitors are doing, and identifying the gaps where you can win.
We map exactly who your best cpa & tax customers are—demographics, behaviors, pain points, and where they spend time online. This becomes the foundation for every marketing decision.
We research your local cpa & tax competitors—their ad strategies, content, positioning, and where they're leaving gaps. You'll know exactly where to differentiate.
The cpa & tax market evolves. New competitors emerge. Patient expectations change. Our system continuously monitors so you're never caught off guard.
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