CPA firms
Marketing for CPA firms that are already busy.
Most CPA firms don't need more marketing noise. They need room to take on the right clients. We help small CPA firms hire faster, handle tax season calls without adding front-desk staff, and market the advisory work they want more of. Pricing is scoped on a 20-minute call.
Michigan-based · Bloomfield Hills
Where the hours go
Four things we hear from CPA firm partners.
Tax season phones
Calls arrive while everyone is in returns. We set up an AI receptionist and missed-call text-back so prospects get an answer and a booked time.
How we help: Free up timeA staff accountant role that won't fill
We build a careers page worth reading, get the role into Google's job search, and make sure every applicant hears back the same day.
How we help: HireEngagement letters waiting for a signature
Scheduled follow-ups for proposals and engagement letters, so work can start without someone chasing by hand.
How we help: Free up timeMore advisory, less compliance-only work
A website and Google profile that lead with advisory, plus off-season campaigns to clients who already trust you.
How we help: Grow
Context
The numbers behind the squeeze.
Figures from industry surveys. Each one links to its source.
73%1
of accounting firms say they turn away potential clients for lack of staff.
#12
Talent shortage is the top obstacle to firm goals.
58%3
of US business clients found their accountant through a referral. 17% found them through online search.
- 1Advancetrack, 2026 Accounting Talent Index (via Consultancy.uk) Survey of about 500 firm leaders. Global figure, not US-only. ↩
- 2Thomson Reuters, 2026 State of Tax Professionals Report ↩
- 3TaxDome survey of 353 businesses, via Webtonic ↩
How it works
Three steps. The first one is free.
- Week 0 · free
Audit
We review your website, phones, careers page and intake, and write up where the hours are going.
- 2–3 weeks
Build
We set up the pieces you choose, written in your firm's voice and following your policies. You approve everything before launch.
- Every month
Run and report
We keep it running, tune it through the season, and send a short report each month.
Questions
Common questions.
Firms of about 3 to 40 people, run by owners or managing partners who are short on time. Most of our work is with firms that are already busy, not firms starting out.
It depends on where the hours are going. The free audit looks at your website, phones, careers page and intake, and we suggest one place to start.
No. Our AI tools never give tax advice. They route tax questions to your team.
Next
Where firms start.
- HireCareers pages, Google job posts, instant applicant follow-up, referrals.
- Free up timeAI front desk, client intake, document and proposal follow-up.
- GrowAdvisory-first website, Google reviews, local and AI-search visibility.
- Hear a sample callA recorded AI receptionist call and our chat agent. Labeled as a demo.
- Get the free auditSpeed, mobile, careers page and contact visibility, checked in about a minute.
Find the hours your firm is missing.
Book a 20-minute call
We'll go through hiring, phones and growth at your firm and suggest where to start. Pricing is scoped on the call.
See open timesOr get the free audit
Speed, mobile, careers page, contact visibility and structured data, checked in about a minute.