Marketing & Automation Built for Accounting Firms
We bring CPA firms a steady flow of qualified business clients through paid ads — then automate the intake, follow-up, and workflow behind them so your team isn't buried in admin during busy season.
- Month-to-month — no contracts
- You own your ad account & data
- First qualified leads in 30 days
Referrals are great.
They're also not a growth plan.
Referral flow is unpredictable — one slow quarter and the pipeline dries up with no lever to pull.
Generalist agencies chase clicks and impressions. They don't understand engagement letters, niches, or what a good-fit business client looks like for your firm.
Even when leads come in, manual intake and follow-up eats staff hours you don't have — especially January through April.
One partner for client acquisition and the systems behind it.
Facebook & Instagram Ads
Campaigns targeting business owners in your area — webinar funnels, tax-planning offers, and advisory-service lead gen with Pixel + Conversions API tracking to real revenue.
Google Ads
Capture owners actively searching for a new accountant, bookkeeper, or tax strategist in your market — high-intent search campaigns built around your niches.
Webinar & Event Funnels
Registration pages, reminder sequences, and show-up automation for tax-planning webinars and client seminars — built in your CRM, tracked to attendance.
Client Intake Automation
New-lead speed-to-lead, booking confirmations, document-request sequences, and no-show recovery that run without staff touching them.
Workflow & Practice Automation
Practice management migrations, system integrations, and AI-assisted workflows that cut the manual admin between your tools.
Secure Client Infrastructure
Branded password management and secure credential sharing for your team and clients, deployed and managed for you.
From scroll to signed client: the actual system
This isn't a diagram of what we'd theoretically build. Every screenshot below is the live system running for a real NJ CPA firm client — the ad, the funnel, the automation, and the pipeline it fills.
The scroll-stopping ad
It starts in the feed. We produce the video, statics, and carousel creative in-house — hook-first, compliance-safe, and built around an offer business owners actually want. Multiple angles run head-to-head until a winner emerges.
The branded landing experience
Every click lands on a site we designed and built for the firm — not a generic form. Same fonts, same colors, same voice as the ad, so trust carries straight through.
The booking funnel
One decision at a time. Prospects choose an in-person or virtual consultation, pick a time, and answer qualifying questions — every step tracked with Meta Pixel + Conversions API.
Automation takes over in seconds
The moment a lead comes in, the machine moves: the firm gets an instant alert, the lead gets a branded confirmation, and missed calls trigger automatic text-back — no staff required.
A pipeline you can actually see
Every lead lands in a stage-by-stage pipeline — new lead, contacted, appointment scheduled, showed up. No spreadsheet, no guesswork: the firm sees exactly what their ad spend is producing. (Client details blurred for privacy.)
This entire system — creative, funnel, automation, pipeline — is what we install for accounting firms.
You record 30 minutes a month. We do everything else.
The #1 reason firm owners never post content or run video ads: nobody has time to figure out what to say, how to shoot it, or what to do with the footage. So we removed all of it. Your only job is to hit record.
We do the market research
We study what business owners in your market are actually asking, what competitors are running, and which hooks are winning in the accounting niche right now. Every piece of content starts from data, not guesswork.
We write your scripts
You get word-for-word scripts with hooks, delivery notes, and a shot list — reviewed for compliance before they ever reach you. No blank-page problem, no wondering what to say on camera.
We help you build your studio
We spec and help you set up a simple recording corner in your office or home — camera, lighting, mic, and teleprompter — so every take looks professional without a production crew showing up.
You send the raws. We do the rest.
Record the scripts, upload the raw footage, and you're done. We handle editing, captions, graphics, versioning for Reels and ads, publishing, and turning the winners into paid campaigns.
Your total time commitment: about 30 minutes of recording a month. Everything else — research, scripts, studio setup, editing, posting, and ads — is on us.
Accounting & CPA Firms — FAQ
Do Facebook ads actually work for accounting firms?
What does it cost?
How is this compliant for a CPA firm?
We're slammed during tax season — how much of our time does this take?
Can you work with the software we already use?
What we do for accounting firms:
Facebook & Instagram Ads
Scroll-stopping creative and campaigns tracked from click to signed client.
Google Ads
Capture owners actively searching for a new accountant in your market.
CRM & Follow-Up Automation
Speed-to-lead follow-up, booking confirmations, and no-show recovery on autopilot.
AI & Workflow Automation
Practice migrations, integrations, and AI workflows that erase manual admin.