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Accounting firm marketing before tax season

Accounting firm marketing that books new clients in the fall, before January fills every hour of your week.

Book a call+1 (401) 217-9770Mon to Sat, 8 AM to 8 PM ET

How we'd work for accountants and CPAs

Accounting firm marketing around the filing calendar

Business systems

Each new client moves from fit call to organizer to filed return on one board.

Business solutions

Brindle Row CPAsEngagement pipeline

6 open$6,100 in progress

Drag a card to a later column, or use Move. Nothing is sent anywhere.

Inquiry

2

  • Sole proprietor, first CPANew

    K. Lindqvist · Ledyard

  • Payroll cleanup

    Dunmore Electric · Waterford

    Referred by a client

Fit call

1

  • Monthly books

    Tidewater Cafe · Groton

    Billed monthly

    $350

Organizer sent

1

  • 1040 with a rental

    P. Okafor · Westerly

    Missing two 1099s

    $650

In preparation

2

  • S corp return and payroll

    Halvorsen Marine · Mystic

    Due Mar 15

    $4,200

  • Extended 1040

    R. Castellano · Niantic

    Extended to Oct 15

    $900

Filed

1

  • Partnership return

    Brook Lane Rentals · Norwich

    Filed Mar 12

    $2,800

Website

Individual returns and business work have separate paths, so a sole proprietor and a 20-person firm each find theirs in one click.

Web design
  • Services
  • Fees
  • Client portal

Tax returns and books for owners who want a year-round CPA

Book a fit call
  • Business tax returns
  • Monthly bookkeeping
  • Upload documents securely

Marketing

  • small business accountant near me

    Sponsoredbrindlerowcpa.com/business

    A CPA for your business, all year

    Returns, payroll and monthly books

    Fit calls open for new business clients

    Search ads that run in the fall, not in April

    Ads for business returns and bookkeeping run from September to December, when owners choose a CPA, and pause once your season is full.

    Paid advertising

  • cpa near me

    • Brindle Row CPAs

      4.9(88)

      Open until 7 PM, Mystic

    • Kearsarge Tax Group

      4.6(41)

      Groton

    • Quarry Hill Accounting

      4.7(57)

      New London

    The map results for cpa near me

    Your Google Business Profile lists individual and business services and your longer March hours, which the map shows to searchers.

    SEO

  • Brindle Row CPAsUpdate

    Tax organizers are in the portal

    Upload your documents by Feb 20 to keep your spot.

    Learn more

    A profile post before each deadline

    A short post ahead of March 15, April 15 and the October extension date tells clients what to send and by when.

    SEO

The first 90 days

  1. Weeks 1 and 2

    We sort your work into individual, business and advisory, and note which clients you want more of before January.

  2. By week 6

    Your site gets a page per service and an intake that asks entity type, so fit calls start with the right facts.

  3. Through day 90

    Fall search ads go live for business returns and bookkeeping, then pause when you say the season is full.

Questions

What accountants and CPAs ask us

When should an accounting firm start marketing for tax season?

In the fall. Owners choose a CPA before January, so new pages and ads go live between September and December.

Can you write about tax topics without giving tax advice?

Yes. Articles explain deadlines and which documents to gather, and your CPAs review each one before it is published.

What if we're full by February?

The ads pause and the intake form becomes a waitlist for next season, so you never take on more returns than your staff can file.

Do you follow the advertising rules for CPAs?

We keep claims to the services you offer and the credentials you hold, and you approve every page and ad before it runs.

More in professional servicesAll our services

What's different

New clients choose a CPA before the organizers go out

Owners usually switch CPAs between September and January, with a smaller wave after a hard April.

Busiest: Jan, Oct, Nov, Dec

Next step

Two ways to start

Book a call about the business, or send a plan with the services you need. Either way, you hear back within one business day (Mon to Sat).

Prefer to talk now?+1 (401) 217-9770Mon to Sat, 8 AM to 8 PM ET

Book a call

A call at a time that suits you, booked on our own calendar.

You pick a time and get a confirmation by email

Pick a time

Send your plan

Pick the services you need and tell us about the business.

We reply within one business day (Mon to Sat)

Build your plan
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