Marketing Accountants and CPAs
Marketing for accountants and CPAs that fills your calendar
We run paid and organic marketing for accountants and CPAs inside the same system that captures and follows up on every lead: Google and Microsoft Ads, Meta ads, social posting, email and SMS campaigns. Every lead is labeled by source, so you can see what each dollar returned.
Serving accountants and CPAs anywhere in the US. No contracts.
Why choose Ideally for marketing for accountants and CPAs
What gets in the way
- Tax season creates an avalanche of the same questions
- Document collection is slow and messy
- Clients only call once a year
How we help
- Ads and campaigns create leads on demand, and the CRM makes sure each one gets an instant reply.
- Email and SMS campaigns keep past customers coming back without anyone remembering to send them.
- Paid and organic leads are labeled separately, so you know exactly which campaigns pay for themselves.
What’s included in marketing for accountants and CPAs
Search ads
Google and Microsoft Ads for high-intent searches like tax preparation and bookkeeping.
Social ads
Facebook and Instagram campaigns that reach clients in your service area.
Social media posting
A steady posting calendar across your channels.
Email and SMS campaigns
Seasonal offers and reminders for payroll and business advisory.
Landing pages
A focused page for every offer and campaign.
Paid vs organic reporting
Every lead labeled by source, with leads, bookings and revenue by campaign.
How we set up marketing for accountants and CPAs
- 1
We launch a campaign for tax preparation aimed at clients in your area
- 2
Leads land on a focused page and go straight into your CRM
- 3
Automations reply instantly and book consultations
- 4
You see cost, leads and booked revenue for each campaign
More for accountants and CPAs
Marketing works best alongside the rest of Ideally, on one platform.
Everything for accountants and CPAsMarketing for Accountants and CPAs: common questions
Still unsure? Book a call and ask us anything.
Book a callDo you work with accountants and CPAs anywhere in the US?
Yes. Ideally works with accountants and CPAs nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is Marketing for accountants and CPAs different from a generic setup?
We build around how accountants and CPAs win business: the consultations you book, the clients you serve, and services like tax preparation and bookkeeping.
Is ad spend included in the plan?
No. Ad budgets are paid directly to Google, Microsoft or Meta. Our plans cover the strategy, setup and management.
Which platforms do you run ads on?
Google Ads, Microsoft Advertising, Facebook and Instagram. We recommend channels based on where your customers search.
See what we would build for your business
A 30-minute call. We look at how clients reach you today and show you what we would set up first.
No contracts. Cancel anytime.