Accountant marketing that closes the month as one set of books
Accountant marketing is more than one job. A firm has search results, a Maps listing, a website, ads and public reviews, and each of them can be kept by a different hand. We run them as one plan for accounting firms, CPA firms, tax preparers and bookkeepers, so every entry lands in the same place.
Each page, listing and ad is posted as a single line and ticked against the firm's own statement of what it offers. At month end the column is added up.
Several accounts, one close
Think of a firm's marketing as accounts in a general ledger. Search pages are one account, the Maps listing another, ads a third. A partner who wants to know how the month went needs them added together.
So we post every piece in one working paper. The line says what was posted, where it went and which statement from the owner it rests on. When the month closes, calls and form messages are counted against each line, and the partner reads one sheet instead of five.
Accountant marketing from us covers the lines of work the firm wants more of, the towns it serves and the platforms it picks. Tax advice and any description of an engagement are the firm's to write and ours to leave alone.
Where each channel posts and whose input it waits on
| Account in the plan | What gets posted to it | What the firm hands over |
|---|---|---|
| Search results | Landing pages for each line of work and a page per town | The list of lines of work and the towns served |
| Maps listing | Categories, service wording and the town list on the Google Business Profile | The office details as they should read |
| Firm website | A page for each service and a contact page | Wording the partners will stand behind |
| Paid ads | Ads and keyword lists for the lines of work the firm picks | The platform account, the card and the budget |
| Public reviews | Requests sent out and replies drafted for approval | Approval of every reply, with client details left out |
| Monthly written pieces | Strategic Content Assets about the firm and its services | A read of each draft before it is released |
Six inputs the plan waits on
- Calendar
The office's busy and quiet stretches
The owner says when the office wants more inquiries and when it does not. What is posted follows.
- Capacity
How many new engagements fit
Only the partners know that. Ads can pause at any monthly close.
- Lines of work
Which work the firm wants more of
Tax preparation, bookkeeping, payroll, advisory, startup and entity work: the owner picks.
- Towns
Where the office takes clients from
The list of towns decides the town pages and the wording on the Maps listing. See how the town pages work.
- Referral partners
Who may be named, in general terms
Business brokers, real estate offices and chambers of commerce, only as the owner approves.
- Sign-off
The person who reads every draft
One named reader approves pages, ads and replies before anything goes out.
Marketing the firm can read from top to bottom
Because the channels share one plan, a partner can trace an inquiry back through the book. A phone call placed from the Maps entry sits on its own line, a form message from a service page on another, an ad click billed by the platform on a third. None of them is a client, and we never write one down as a result.
For the search side in detail, the search work page lays it out. For the ad side, read about ads aimed at the lines of work a firm picks.
How the plan is opened, run and closed
Open the books
We take down the lines of work, towns, referral partners and the person who approves drafts.
Post the first lines
Pages, the listing and any ads are written from that list for the owner to read.
Tick the counts
Calls and form messages are tallied for each page and campaign.
Carry the month forward
The owner decides what to add, pause or drop, and the next month is posted from that decision.
Three beliefs a partner may hold about firm marketing
Said at the partners meetingSearch, ads and reviews are three separate purchases.
What the ledger showsWe run them as one plan, so a partner reads a single sheet at month end.
Said at the partners meetingThe marketing should decide how busy the office gets.
What the ledger showsThe partners decide that. The calendar and capacity are the owner's inputs, and our work follows them.
Said at the partners meetingA firm page has to list every title and fee the partners hold.
What the ledger showsWhat a page states about titles, fees and advertising is the owner's call, made with whoever advises the firm on those rules.
What stays out of the plan entirely
Client names, figures, tax IDs and account numbers stay out of pages, ads, tracking and review replies. The inquiry form we set up asks who is writing, how to reach them and what they want help with.
We write no testimonials and promise no number of calls. Platform rules on financial-services ads are the owner's to read before an ad runs. On reviews, the reviews page covers the asking and replies, and the firm website page covers where it all lands.
Partner questions about accountant marketing as one plan
Can the firm start with search and add ads later?
Who keeps the ad account?
What does the month-end sheet hold?
Does marketing change if the office is full?
Does the firm sign anything to begin?
Start the first ledger
Tell us about the firm in a few lines and add how to reach you. The same page lets you choose a weekday time for the CEO to ring.
Which lines of work get the first pages?
Name the kinds of work the firm wants more of, the towns its clients come from and the referral partners who send people over. Leave out every client name and every figure from any return or statement.
Ready to post the first entry?
Book a call with the CEO by choosing a weekday and a time of day, or tell us which work the firm wants more of. Please keep client names and figures out of the note.
The pencil and its double rule are drawn for show. They forecast nothing.