CPA firms winning the year-round client.
Seasonal demand spikes, recurring engagements, and trust-heavy decisions - we fulfill the SEO and content that pulls high-value business clients beyond just April 15.
14–20 hr
Saved per account / month
45–90 d
To consistent rankings
100%
White-labeled
1:1
Pilot account first
The patterns we see on every project.
We've shipped tax & CPA products across multiple teams. These are the patterns we plan around from sprint one.
- Site only ranks in March–April, dead the other 10 months
- No content for S-corp, partnership, or industry niches
- Year-end planning + estimated payments invisible
- GBP missing 'Tax preparation service' attributes
Same framework, Tax & CPA Firms-specific details.
Audit
Two-week pilot on a single tax & CPA account. We map the lead funnel, current ad spend, GBP, site, and tracking - and tell you where the leaks are.
Install
AI Operators take over fulfillment for SEO, GBP, paid, and reporting on that pilot account. You see the workflow before you scale roster-wide.
Scale
Roll the same operators across the rest of your tax & CPA book. Account managers stay client-facing; the AI does the fulfillment work underneath.
Report
White-labeled monthly reports go out automatically - leads, calls, booked jobs, ranking changes - branded as your agency.
Why this vertical moves the way it does.
U.S. tax prep + advisory is a $14B market, and 58% of small businesses switch firms in any given 3-year window - usually triggered by a missed deadline or a service gap. Firms publishing entity-type and industry-specific content win 4x the long-tail consultation traffic.
$14B
U.S. tax + advisory
2024
58%
Switch in 3 yrs
Small business firms
$3,400
Avg client LTV
Per year
4x
Long-tail traffic
With niche content
Typical tax & CPA account funnel
Where the dropoff actually happens.
Source: blended median across tax & cpa firms accounts we've audited. Funnels vary by market and ad spend.
Seasonal demand
Peak hits in February.
Relative search demand, indexed to the year's peak month. We pre-stage content 4–6 weeks before each ramp.
What competitors keep getting wrong
- Site goes dark from May–January - no evergreen content cadence
- S-corp vs LLC vs sole prop never differentiated on landing pages
- Industry niches (real estate investor, doctor, e-com) ignored despite premium LTV
The pieces that ship together.
Each tax & CPA engagement bundles the components below. We don't sell modules - we ship products.
- Service pages by entity type (S-corp, LLC, sole prop)
- Industry-specific tax content (real estate, medical, e-commerce)
- Year-round content (Q estimates, year-end planning, R&D credit)
- GBP + review automation
- Google Ads (seasonal + evergreen)
- White-label reports
Common Tax & CPA Firms questions.
How fast do tax & CPA clients see results?
+
Consistent ranking movement in 45–90 days on most accounts. Paid and GBP lift faster - usually inside the first 30 days once tracking is clean.
Is this white-label?
+
Yes. Every deliverable - reports, content, ad creative, audit docs - ships under your agency's brand. Clients never see us.
Will it replace my account managers?
+
No. It replaces the fulfillment hours behind them. Your AMs stay the strategic face; the operators handle execution and reporting underneath.
What does onboarding look like?
+
We start with one pilot account, two-week audit, then turn on the operators. Once you see the workflow, we roll it across the rest of your roster.
Ready to build your Tax & CPA Firms product?
Book a 30-minute demo. We'll walk through one of your real accounts, surface where the hours are going, and tell you honestly if your roster is a fit.
Reply within 24 hours
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