MARKETING FOR THE ACCOUNTING PROFESSION

Your firm's
entire
marketing
department
in one
monthly plan.

We run your marketing across AI assistants, search engines and social media to make your firm the obvious choice for prospective clients.

What plans do you offer?

Three powerful plans that put your firm's growth on autopilot.

Choose the best plan for your goals and cross marketing off your to-⁠do list.

An entry-⁠level monthly plan with everything a new firm needs for steady client growth.

AI optimizationSearch optimizationPublic relationsLocal searchReviews & reputationSocial mediaEmail marketing
Delivered every month
3 Expert articles
3 Press & media placements
6 Social platform posts
2 High-authority backlinks
3 Business directory listings
Optional add-⁠ons for your plan: Website, Paid Advertising, CRM* and Practice Management Suite* *Coming soon
How do you get prospective
clients to find us?

We build a credible presence for your firm on every front.

Prospective clients increasingly ask AI assistants who to hire. We publish in-⁠depth articles around your focus areas and secure spots on the “best of” lists these models rely on.

We track your mentions across all major AI platforms and fine-⁠tune our work so your firm is recommended more often.

We work with journalists and industry publications to get you quoted in relevant articles as a trusted expert in your field.

We also write and distribute press releases across hundreds of news outlets to build credibility with both prospective clients and search engines.

Prospective clients routinely check LinkedIn, Facebook and Google to see if a firm is established and current. Dormant profiles or generic filler posts work against you.

We plan, write and schedule substantive posts every month that reinforce your expertise whenever someone looks you up.

Also included in every plan: email marketing, review gathering, reputation management and directory listings.
What results can we expect?

Steady client growth that takes your firm beyond word of mouth.

New clients reaching out every month

Showing up across search, AI and the press puts your firm in front of people who are actively looking for accounting services.

More of the specific work you want

Targeting the exact services and industries you specialize in brings you clients who fit the direction of your practice.

Greater long-term value in your firm

Every client you add to your book of business increases both your recurring revenue today and the overall equity of your firm.

Will this work for my firm?

Our plans fit every specialty and stage of growth.

My firm is
  • a CPA firm
  • an advisory firm
  • an accounting firm
  • a tax practice
  • a bookkeeping practice
and I am
  • growing an existing practice
  • leaving a job to start my own
  • growing a practice on the side
  • starting out after a training program
  • growing a practice I just acquired
Setup

It takes a few calls and about three weeks to rebuild your website and marketing around the clients you want most.

Every month

We keep your firm on Google, in ChatGPT and in the press, where business owners look when they need tax planning or advice.

Your plan
CPA firm Firm owner
Setup
A review of your current marketing
A rebuilt website for the work you want
A dashboard to follow all of our work
Every month
Articles on tax planning and advisory
Placements on “best CPA” lists
Your comments quoted in the press
What makes you better
than the alternatives?

We are accounting industry specialists.

1

Credibility comes first

In this profession, reputation is everything. We build yours through substantive articles, press coverage and a website clients trust.

2

Focused on organic traffic

Clients trust a firm recommended by AI, search or the press far more than a paid ad. Organic traffic brings in better clients and compounds year after year.

3

Led by industry insiders

Our background is in the accounting industry. We understand the work you do, how firms operate and what it actually takes to grow a profitable client base.

How we compare to other options

Marketing that actually works takes dedicated time, specialized skill and media and publishing relationships that take years to build on your own.

With BookedKeeper

You get an experienced team and our established publishing network working for your firm every week without taking time away from your clients.

Marketing that actually works takes dedicated time, specialized skill and media and publishing relationships that take years to build on your own.

With BookedKeeper

You get an experienced team and our established publishing network working for your firm every week without taking time away from your clients.

Lead services usually sell the same contact to several firms at once, forcing you to chase people who are mostly shopping for the lowest fee.

With BookedKeeper

Clients contact your firm directly after seeing your expertise and reputation online, so you never have to compete over shared leads.

Referrals come in on their own schedule, and even a warm referral will look your firm up online before deciding to get in touch.

With BookedKeeper

New clients find your firm directly through search and AI, and referred clients see the credibility they need to follow through and reach out.

How do we get started?

Let's talk through a plan for your firm.

Schedule a time to speak with us. We will discuss your goals for the practice and walk through how our plans work in detail.