Marketing for CPA firms

Fill your firm with advisory clients, not April panic.

Most CPA firms win clients by referral and lose the rest of the year to tax season. Typical agencies send clicks, not owners who pay for planning. We'll build the site, videos, ads and follow-up that bring in year-round business owners, then track every one to the signed engagement.

A live call with our team. You'll leave with your top three fixes.

Rob Satrom, owner of Feedbackwrench
Rob SatromAlso built an accounting firm
CPA on a call with a client at her desk CPA firms
Built forCPA firms that sell planning and advisory
Searching for a CPAEvery month, not just March
29Ksearches for "cpa near me"
4.9★

177+ Google reviews from real clients

2015

helping small businesses grow since

550+

businesses transformed

Foundation enables execution

Build it in this order, and every piece makes the next one work.

Most marketing fails because it's built upside down: ads before a message, content before proof. We build from the base up.

  • 1A clear message, before any design or traffic
  • 2Website, videos and messaging that build trust and drive sales
  • 3Proof from day one: reviews, projects, video
  • 4Ads and remarketing, paid search first
  • 5Content that gets found: guides, service and town pages
  • 6Systems, people and process, so growth doesn't bury you
Brand script first. Design second. Always.
A clear messageStoryBrand first, design secondWebsite, Videos & Messagingthat Build Trust & Drive SalesProof: reviews, projects, videofrom day oneAds and remarketingpaid search firstContent that gets foundguides, YouTube, town pagesSystems and peoplebetter before biggerBUILD IN THIS ORDER
Offense and defense

Activities create conversations. Foundations make them compound.

Tools amplify activity. They don't replace it. The four activities on top bring in conversations. The three foundations underneath turn every one into trust that lasts.

  • 1Offense: paid ads, video, prospecting and content with clients
  • 2Defense: reviews, your content library and one input turned into eight outputs
  • 3Each layer makes the other more powerful
Tactics decay. Behaviors compound.
OFFENSE · CREATES CONVERSATIONSPaid adssearch + remarketingVideo everywheresell and nurtureProspectingcalls and meetingsClient contentinterviews, spotlightsEach layer makes the other more powerfulDEFENSE · COMPOUNDSReviewsthe trust multiplierContent librarythe long-term assetOne input, eight outputsthe efficiency multiplier
What we hear from CPA firms

Booked solid in April. Still not growing.

Most of your clients came by referral. Many want a return once a year and argue about the fee. You know they need planning. Getting them to see it, and pay for it, is the hard part.

Owners want a CPA who's more than a tax season friend. Most firm websites never say that you are. And when the site, ads and follow-up don't talk, nobody can show you which channel brought an advisory client.

Sound familiar?

Nobody connects the dots✕✕✕Old firm siteTax softwareBooking linkReview appAds agencyEmail listOnesystemWebsiteFit callsReviewsEngagementsAdsPlanning
THE STAKES 30-80% of advertising spend is wasted at most businesses
Most businesses waste 30-80% of their marketing spend. At CPA firms it hides in ads that attract one-time filers, and in advisory pages nobody can find.
Convert

Clients buy returns, not planning.

Your site lists services. It never shows an owner why year-round planning is worth more than the return.

Convert

Compliance-only clients fill the calendar.

One return a year, a fight over the fee, and no room left for the clients you want.

Advertise

Referrals are your only channel.

Growth depends on who happens to mention you this month.

Advertise

You can't tell which ads signed a client.

You see clicks and calls. You don't see which ones became engagements.

Prove

Owners can't see your expertise.

No videos, no client stories, a handful of reviews. So they compare you on price.

Scale

Your team is buried in busywork.

Chasing documents, double entry and a patchwork of apps. Your best people burn out, or leave.

Book your Sales & Marketing AuditIf nothing's broken, we'll tell you that you don't need us.
Where the money leaks

Most businesses waste 30-80% of their marketing spend. Here is where it goes.

1Ads2Leads3Website4Trust5The sale6DeliveryMarketingdollars in$30-80% of the spend drains away before it pays✓ Every dollar tracked from ad to paid invoiceProfitof every dollarIllustration1Ads2Leads3Website4Trust5The sale6DeliveryMarketing dollars30-80% drains away before it pays✓ Every dollar tracked to the paid invoiceProfitof every dollarIllustration
1
Advertise · AdsYou can't connect ad spend to sales.

You know what you spend, not what it brings back. So you keep funding what doesn't work.

Every lead is traced to the ad that brought it, so you fund what works.

2
Advertise · LeadsLeads aren't predictable.

Some months the phone rings. Some months it doesn't. When referrals slow, the discounting starts.

A steady flow of leads from ads, search and referrals, month after month.

3
Convert · WebsiteYour website doesn't sell.

It looks fine, but nothing tells a stranger why you're the better choice. So they call whoever makes it easy.

A clear message and real proof, so strangers know why you're the better choice.

4
Prove · TrustContent that builds trust never gets made.

When it does, it doesn't sound like you. So buyers compare you on price like everyone else.

Reviews, stories and videos in your voice, every month.

5
Convert · The saleYou can't sell the bigger, higher-margin job.

You quote what people ask for, one piece at a time, instead of guiding them to the full solution.

A sales process that guides buyers to the full, higher-margin solution.

6
Scale · DeliveryYour team is buried and your tools don't talk.

Double entry, busywork and a patchwork of apps. Your best people burn out, or leave.

One connected system and a trained team, so nothing falls through.

Find your leaks: book your Sales & Marketing AuditIf nothing's broken, we'll tell you that you don't need us.
How we start, then scale, for CPA Firms

Finish the core before you go outward.

Marketing isn't a project. It's a system that compounds. We build it from the center out: convert first, then paid search, then each ring as the last one pays for itself. Tap a stage, or let it play.

Social media to buildrelationships & credibilityGuide-based blogs,YouTube & TikTokEmail list building,lead magnet & nurtureShort-form video adson Meta, TikTok or othersPaid search withremarketing & nurturingSTART HEREBrand · MessageWebsite · Videos
Profit tracking runs underneath every stage. Every review, page and video compounds.
Start hereAuto-playing

Tap any stage
Mo 1Mo 6Mo 12Mo 18Mo 240moreLEADS PER MONTH
Paid searchVideo adsEmail & nurtureGuides, search & AISocial & referrals
Illustration, not client data
The Profitable Growth System

The system that turns one-time filers into planning clients.

We build it in order. Message first, then the site and videos, then ads, proof and tracking. Every part points owners toward planning and advisory.

The fundamentals

The advantages

Fundamental 1 of 8

Strategy and messaging workshops

ProblemYour message sounds like everyone else's, so good prospects can't tell why they should pick you.
SolutionWe sit down with you and find the words that make your best customers say, "that's exactly us."
ResultOne clear story. Every page, ad and video says the same thing, and the right buyers lean in.

So that you can stand out and win work on value, not just price.

  • Your one-liner and story
  • Who you serve and why they buy
  • The message every page and ad uses
Fundamental 2 of 8

Brand and design standards

ProblemYour trucks, site, ads and proposals all look a little different, and every mismatch costs you trust.
SolutionOne look everywhere, so you show up polished on your trucks, your site, your ads and your proposals.
ResultA polished look people recognize, from yard sign to inbox.

So that you can look as established as you really are, before the first quote.

  • Logo, colors and type rules
  • Templates your team can use
  • Consistent from yard sign to inbox
Fundamental 3 of 8

A website that sells

ProblemVisitors look around, don't see why you, and call the next company.
SolutionA fast site that tells your story clearly, shows real work and makes it easy to call, book or request a quote.
ResultMore calls, forms and booked estimates from the traffic you already have.

So that you can turn the visits you already get into booked work.

  • Clear message above the fold
  • Real photos and real reviews
  • Every form and call tracked
Fundamental 4 of 8

Videos that sell and nurture

ProblemBuyers can't tell you from the next company, so price becomes the only way they compare.
SolutionWe craft the script, then shoot it or build it for you, whether you're local or national. Videos made to sell, build credibility and win higher margins.
ResultTrust before the first call, and buyers who already believe you're worth more.

So that you can sell at higher margins without a harder sell.

  • Scripted, shot or built for you
  • Local or national
  • Captions, music and every screen size
Fundamental 5 of 8

Paid ads

ProblemAd dollars go to clicks and tire-kickers instead of the jobs you want.
SolutionGoogle and Meta ads aimed at the jobs you actually want, in the areas you actually serve.
ResultLeads for the right jobs in the right areas, tracked all the way to booked work.

So that you can spend where it pays and stop guessing.

  • Google Search and local ads
  • Facebook and Instagram ads
  • Budgets tied to booked jobs
Where your ads runGoogle AdsYouTubeMetaFacebookInstagramLinkedIn
Fundamental 6 of 8

Funnel and retargeting

ProblemMost people don't buy on the first visit, and then they're gone.
SolutionMost people don't buy on the first visit. We follow up with the right message until they're ready.
ResultThe right message follows them until they're ready to call.

So that you can win the buyers who just needed a little more time.

  • Lead magnets and landing pages
  • Email and text follow-up
  • Retargeting ads that remind them
Fundamental 7 of 8

AI optimization, AEO and SEO

ProblemWhen people ask Google or ChatGPT who to hire, you're not in the answer.
SolutionGet found on Google, in the map pack and in the answers people get from ChatGPT and other AI tools.
ResultYou show up in the map pack, on page one and in AI answers.

So that you can be found by buyers who are already looking for you.

  • Local SEO and Google Business Profile
  • Answer pages AI tools can quote
  • Rank tracking across your service area
Fundamental 8 of 8

Ad management and testing

ProblemAds nobody checks quietly waste more of your budget every month.
SolutionWe test headlines, offers and creative every month, then move money to what books jobs.
ResultMoney moves every month to what books jobs. One client found 47% of their ad spend was going to channels with zero customers, reallocated it and grew revenue 38% on the same spend.

So that you can get more jobs from the same ad spend.

  • Monthly creative tests
  • Search term and waste cleanup
  • Cost per lead and per job watched
Advantage 1 of 6 · what most agencies won't do

Authority building

ProblemA thin online reputation makes buyers hesitate, and the competitor with more reviews gets the call.
SolutionReviews, client stories and quality content on your website, YouTube and social, so you rank higher, earn trust and own your market.
ResultReviews, client stories and content that rank higher and earn trust.

So that you can own your market instead of renting it from the ad platforms.

  • A steady stream of Google reviews
  • Client stories and case studies
  • Content for your site, YouTube and social
Advantage 2 of 6 · what most agencies won't do

Client engagement system

ProblemLeads go cold while you're on the job, and past customers forget you exist.
SolutionFast replies, friendly follow-up and check-ins that run on their own, so no lead goes cold and past customers come back.
ResultEvery lead gets an instant reply and a follow-up, and past customers come back.

So that you can stop losing work to whoever replies first.

  • Instant text back on every lead
  • Follow-up until they book
  • Check-ins that bring repeat work
Advantage 3 of 6 · what most agencies won't do

Profit and ROI tracking

ProblemMost businesses waste 30 to 80% of their marketing spend and can't say which part.
SolutionSee which marketing turns into paid invoices, not just clicks. Then put your money where it pays.
ResultClients who use our profitability tracking see an average 10 to 20X ROI in the first year.

So that you can put every dollar where it pays.

  • Every lead tracked to its source
  • Revenue and profit by channel
  • One simple monthly scorecard
Advantage 4 of 6 · what most agencies won't do

Your AI hub

ProblemYour best knowledge lives in your head, so AI gives generic answers and your team keeps asking you.
SolutionYour business knowledge in one place, so you and your team can ask Claude or ChatGPT and get answers that fit.
ResultAnswers, replies and plans that sound like you.

So that you can get your time back without losing your voice.

  • Your story, offers and SOPs loaded in
  • Write, reply and plan in your voice
  • Works with Claude, ChatGPT and Grok
Advantage 5 of 6 · what most agencies won't do

Feedbackwrench OS

ProblemSix tools that never talk, so leads slip through and nobody sees the whole picture.
SolutionYour website, leads, texts, quotes, jobs and invoices in one system your whole team logs into, instead of six tools that never talk. See what's inside
ResultOne system where every lead, text, quote and job lives.

So that you can run the business from one place instead of six.

  • Website hosting, CRM and one inbox
  • AI agents that answer and book
  • A pipeline your whole team can see
Advantage 6 of 6 · what most agencies won't do

Hire, train and deploy your people

ProblemGrowth stalls because everything still runs through you.
SolutionThe right people in the right seats, trained on your systems, so the business runs without you in every job.
ResultThe right people in the right seats, trained on your systems.

So that you can step back from every job and let the business run.

  • Job posts and screening
  • Training built from your SOPs
  • Scorecards for every role

Every part feeds the next. One team, one system, built in the right order.

Websites we built for CPA firms

Real websites for CPA firms. Still live, still selling.

See all 143 sites
Mendyke CPA website
District Tax website
zagzaccounting.com
Construction & Small Business CPA, Accounting & Tax Services website
The 4 Activities

Tools amplify activity. They don't replace it.

No tool grows a CPA firm by itself. The firms that grow keep four activities going every week, all year. We set up the tools that make each one faster.

01Digital foundation

A site that sells planning, Google search ads for your best services, remarketing and one strong landing page.

02Video everywhere

A short sales video, then quick answers on S corps, planning and year-end moves.

03Prospect in person and make sales calls

Bankers, attorneys and business groups. Meet owners, call, follow up. Your CRM keeps the list warm.

04Collaborative content with clients

Interview the owners you serve about their business. One interview becomes 15+ assets.

Underneath: capture trust and credibility continuouslyThen SEO and content that compounds

1Digitalfoundation2Videoeverywhere3Meet andcall owners4Content withclientsCapture trust and credibility continuouslySEO and content that compoundsThe four activities that grow a firm

The model Rob teaches CPA firms, built from running Nuance Financial Tax & Accounting.

Look closer

What makes a website sell? Here's one we built.

This is the live site for Asnani CPA, a CPA firm in San Francisco. Every numbered piece has a job, and every one of them is tracked.

  1. A headline that says what you do and where.Buyers know right away they found the right company, and Google does too.
  2. One clear next step: "Schedule a Consultation".The same button sits on every page, so a ready buyer never has to hunt for it.
Asnani CPA homepage, built by Feedbackwrench
Asnani CPA website on a phone
See 71 real accounting firm websites we built.Every one is live. Click through and see what makes them sell.
See the examples
CPA firms we work with

CPA firm owners, in their own words.

4.9 177+ Google reviews · read them
Drake Vant HulPerformance Financial
★★★★★Google review ↗
Great experience working with Rob and his team! They built a fantastic website for my CPA firm and helped me set up paid advertising. The results were way better than I ever could have expected, I would highly recommend.
Drew Duskin
Drew DuskinDuskin CPA
★★★★★
There are so many ways they’ve helped us! From the high caliber of website and ads to the leads & sales they’ve helped us generate. Rob and the team always go the extra mile to make sure we’re successful, I recommend him fully.
Shamal Asnani
Shamal AsnaniAsnani CPA Tax & Accounting
★★★★★
Rob and his team created a website for me that exceeded my expectations! They were patient, knowledgeable, and took care of all of my requests and much more within a short period of time. Working with FeedbackWrench is 100% worth the investment!
Darion Wiggs
Darion WiggsWiggs CPA Tax & Accounting
★★★★★
Feedbackwrench did a great job on my website. They worked on creating the right content & walked me through the process. I wholeheartedly recommend them to work on your website & your marketing.
Ranjit Makhija
Ranjit MakhijaMakh Accounting
★★★★★
There are so many things I could say about how Rob has helped my business, given me invaluable perspective, and the high level quality of work he delivers. The most important thing, however, is this; he cares. Rob goes the extra mile to make sure my business is successful. I cannot recommend him enough!
Shamal & Rachel Asnani
Shamal & Rachel AsnaniFitness Taxes & Asnani CPA

Real CPA firms. Real owners.

Some shot by our team, some supplied by the firm.

See our work
Drake Vant Hul in his Des Moines office
Performance FinancialShot by our team
Shamal and Rachel Asnani outside their office
Asnani CPATax and accounting
Drew Duskin, founder of Duskin CPA
Duskin CPACPA firm
Taylor Vo and Vonida Ouk talking over coffee
Vo & Ouk CPATax and accounting
Book your Sales & Marketing AuditWe'll score your website, ads, proof and tracking, then show you what we'd fix first.
Video we've made

Need video for your CPA projects, ads or selling? Check out our video work.

Real testimonials, project films and video sales letters we planned, shot and edited for our clients. Click any one to watch.

See our video work
Paid ads that pay

Ads that fill your calendar. Tracked all the way to the paid job.

Most ads get clicks. Ours get booked jobs, because the hook, the offer and the follow-up are built together. Then we show you which ads actually turned into revenue.

  • 1
    A hook that stops the scrollReal photos of your work and words your buyers already use.
  • 2
    An offer worth raising a hand forA clear next step, like a free design consult or a quick quote.
  • 3
    Follow-up in minutes, not daysEvery lead gets a fast reply and lands in your pipeline with its source.
See how our ads work
Search and AI answers

Owners search for a CPA every month, not just in March.

These are real US monthly searches. We answer those questions on your site, Google Business, YouTube and social, and add your city, so you show up on Google and in AI answers.

what your customers ask · US monthly

What owners search for

CPA
cpa near me29K
what is an s corp53K
cpa near me29K
tax accountant near me17K
accountant near me16K
accountants near me12K
accounting services9K
tax planning services4.8K
accounting firms near me4.3K
accounting firms3.9K
SOURCE: AHREFS, US MONTHLY SEARCH VOLUME, NOV 2026
ClaudeChatGPTGrok
Do I need a CPA for tax planning, or just to file my business return?
AI answer

Filing reports what already happened. Tax planning changes what happens next, like entity choice, retirement contributions and the timing of big purchases. Many owners use a CPA firm that offers both.

★
Your CPA firmCited from your tax planning page
SAMPLE · ILLUSTRATION

Questions your customers ask every month

  • What is an S corp?53K
  • S corp vs LLC14K
  • S corp vs C corp10K
  • Tax planning services4.8K
  • Difference between S corp and C corp2.2K

Questions CPA firm owners ask us

Does Feedbackwrench market CPA firms?

Yes. CPA firms are a core audience for us. Rob built Nuance Financial Tax & Accounting, so we know how firms win advisory clients. We build the site, videos, ads and tracking together.

Can you help us sell advisory instead of returns?

That's usually where we start. Our services workshop finds your most profitable work. Then your message, packages and videos lead owners to it.

Do you run our ads?

Yes. We set them up around your best services, track them to signed clients and keep improving them. We never mark up your ad spend.

Will this bury us during tax season?

It should do the opposite. Inquiries get answered and booked automatically, so March doesn't cost you the clients who called.

Our work

Clear message. Real photos. More calls.

Makhija CPA near Houston Accountant, Tax & Bookkeeping website
FreedomFromAccounting: Phoenix Bookkeepers, Accountants & Ta website
Precision Metrics Bookkeeping & Tax website
Renee Dubiel CPA website
Pennington & Associates website
The system behind it all

Feedbackwrench OS runs your CPA marketing, with AI doing the heavy lifting.

Run your ads, follow up with every lead, edit your website and post to social, all from one login. Your team asks. The AI does the work.

app.feedbackwrench.com

Edit your website with a sentence

CPA advice that goes beyond the return in LakevillePrior Lake.

Say Prior Lake on the Prior Lake page.
✦ Visual edit · 1 change Publish
✓ Published. It’s live.

Your AI follows up in seconds

Morgan T. · website form, 8:41 PMWe outgrew our accountant. I want planning, not just filing.
AI agent · 8:41 PMThanks Morgan! Want a free 20 minute advisory call? I have Tuesday at 9 AM or Wednesday at 1 PM.
Morgan T.Tuesday works.
AI agentYou're booked for Tuesday at 9 AM. I just sent the invite and a quick questionnaire.
✓ Advisory call booked

Run and improve your ads

Spend$1,288
Leads22▲
Cost per lead$58▼
Tax planning · Lakeville$48
Advisory · Prior Lake$52
Entity setup · Edina$89
✦ Move $300 from Edina to Tax planning · Lakeville?Apply
✓ Applied. We’ll watch the next 14 days.

Write once. Post everywhere.

S-corp or LLC? A plain answer in two minutes.
✦ Written by AI✓ Scheduled for Thu 9:00 AM

Example screens and numbers. Yours will show your own business.

How it works

Three steps to a firm that grows all year.

No guessing and no giant proposal. You'll know what's broken and what we'd fix first before you spend another dollar.

1Book your audit 2Get your top three fixes 3We build your system
STEP 01

Book your Sales & Marketing Audit

A live call with our team. We look at your message, website, inquiries, reviews, ads, tracking and how your team follows up.

STEP 02

Get your scored audit

You leave with a scored one-page audit, your top three fixes in order and what we'd do if it were our business.

STEP 03

We set up your system

We build your Profitable Growth System, then equip your team to run it all year. We're here when you want more.

Then we build in order, so nothing gets wasted: ConvertAdvertiseProveGet foundScale with profit tracking underneath every step.
Rob Satrom, founder of Feedbackwrench
Besides building two businesses of our own, we've helped over 550 small businesses since 2015. We know what it's like to be busy every day and still wonder where the profit went.

Rob built an accounting firm of his own. We know the difference between a busy firm and a profitable one.

Local search and maps

Own the map in every town you serve.

When someone searches for what you do, Google shows three businesses on the map. We track where you rank across your whole service area, pin by pin, then climb it town by town.

Google Business ProfileFully built out, posted to and full of fresh reviews.
Location and service pagesA page for each town and service that's worth winning.
Rank trackingA grid scan of your whole area, every month.
AI answersShow up when people ask ChatGPT and other AI tools.
See our SEO and AEO work
Your next step

Fill the firm with clients who pay for advice.

We'll score your website, ads, proof and tracking, then show you what we'd fix first.

A live call with our team. You'll leave with your top three fixes.

More salesBetter marginsA team focused on what they do best