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GullySales

CPA and accounting firms · Digital marketing

Run the marketing year backwards from January, not forwards from now.

Digital marketing for a CPA firm is one decision: what runs from May to August, what goes out in November, and what happens in busy season. GullySales writes that calendar against your capacity, sets the budget by niche, and reports each month against the baseline taken at the start.

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A steam traction engine belted across a stackyard to a wooden threshing machine: the long flat belt taut between the flywheel and the drive pulley, the flywheel spinning, a straw elevator raking up off the far end, a full sack hanging on the sack spout, a corn stack half taken down behind and a water cart standing by

What digital marketing means

Digital marketing is the combined work of search, social media, advertising and website channels running together rather than as separate projects with separate people. GullySales runs these as one connected system so a change in one channel, such as a new offer, is reflected everywhere at once.

Also for CPA and accounting firms

Sales and marketing for CPA and accounting firms, the overview.

For CPA and accounting firms

Where it usually goes wrong, and what we would do.

  • “Marketing has a season, and it is the quiet one”

    Nothing written during busy season gets published. Plan the summer in April, when partners still have the attention to argue about it.

  • “Capacity, not demand, is the constraint”

    A plan that brings more of everything makes the firm worse. The plan has to name what you will stop taking.

  • “Referral sources are a channel with a budget”

    Attorneys, bankers and wealth advisers need time and material, which belongs in the plan beside the advertising.

What we do

What we deliver for CPA and accounting firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A twelve-month calendar built around the filing year

    The niche campaign from May, the association calendar through the summer, year-end planning in November, and intake triage from January.

    Result: The firm stops trying to market in the months it cannot.

  2. A budget split by niche and by channel

    What goes to the niche pages, to events and associations, to referral relationships and to advertising, with what each is expected to return.

    Result: Spending decisions stop being made by whoever called the office.

  3. A written note of the work the firm will not take

    The engagement types and sizes the firm is done with, agreed by the partners, so the marketing and the intake say the same thing.

    Result: Everyone answers the phone with the same answer.

  4. A busy season triage routine

    A short form, a reply that sets expectations honestly and a diary of May discovery calls, so a January enquiry is held rather than lost.

    Result: Spring enquiries survive until you have time for them.

  5. A monthly report partners will actually read

    Enquiries by source, proposals sent and accepted, revenue per client and advisory retainers added, all set against the baseline recorded before the work began.

    Result: The partners can see whether the client mix is really moving.

How the result is measured

  • Enquiries across channels
  • Cost per enquiry overall
  • Channel mix by contribution

Recorded as a baseline before work starts, then reported every month against it.

Read the full integrated marketing campaigns page

Who it is for

This is written for these CPA and accounting firms.

  • Sole practitioners and two-partner firms
  • Multi-partner regional firms
  • Tax-only practices
  • Client accounting and advisory service teams
  • Audit and assurance practices doing non-profit and benefit plan work
  • Niche firms serving a single industry
  • Bookkeeping firms adding tax work
  • Firms preparing for succession or a sale
  • New firms in their first two years

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first monthly report.

No open-ended retainer. Each step has a point in time and something you receive.

  1. 01 · Day 1

    Free audit call

    45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

  2. 02 · Within a few working days

    Written, scored report

    Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.

  3. 03 · Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.

  4. 04 · Month 1

    The first fix goes live

    Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

  5. 05 · Every month

    Report against the baseline

    What moved, what did not, and what changes next, in plain words.

  6. 06 · Month 3 to 6

    Renew on the numbers

    The term ends and you decide whether to continue from the results. No twelve-month lock.

How the work runs for CPA and accounting firms

  1. 1

    Assess

    In the free audit we look at where clients came from, revenue per client, proposals sent against proposals accepted, and what happens between May and August.

  2. 2

    Decide what you want more of

    One or two niches and a service mix chosen against capacity and price, with a written note of the work the firm will stop taking.

  3. 3

    Rebuild the front door

    Niche pages, the profile, the partner bios and the proof, written so a prospect can recognise their own business on the page.

  4. 4

    Fix the proposal

    A qualifying call, a scope template and a fixed-fee proposal that goes out in two days, with a follow-up on every one that goes quiet.

  5. 5

    Market when you can answer

    The campaign runs May to August, year-end planning goes out in November, and January to April is triage rather than promotion.

Proof

What happened when owners fixed this.

Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.

All case studies

  • Growth Sage

    Situation
    There was no settled visual identity, so nothing on the page told a prospect what kind of firm this was.
    What we did
    • Vision and brand values
    • A logo for a professional firm
    • The site audited, then rebuilt
    • Market and competitor research
    Result
    No numbers were recorded for this engagement. The work is described in full in the case study.
    Read the case study

  • Chord Road Hospital

    Situation
    Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
    What we did
    • Website rebuilt around patient needs
    • Search visibility
    • Social media on a schedule
    • Review management
    Result
    • Organic traffic increased 60% within six months
    • Online appointment bookings increased 40%
    • Social following grew 45%, and engagement on it rose 70%
    Read the case study

Also worked with

Curtain Label · Difesa Security Services · Felicity Inn · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every monthly report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No lock-in, no guarantees we cannot keep

    Three to six months at a time. We never promise a ranking or a lead count, because nobody controls those.

  • Hours that fit your day, agreed up front

    Which hours we overlap with yours is settled before any work starts, so you know when a reply is coming and when it is not.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

The offer

Start with a free audit of how you sell.

It is useful on its own, whether or not you hire us.

What you receive

  • A 45-minute call with the person who will do the work
  • A written, scored report on the six places orders leak, within a few working days
  • Every fix ranked by what it returns and what it costs
  • The one thing to do first, and why
  • An honest line on whether you need outside help at all
  • If you do, the scope and the fee in writing

No invoice. No obligation. No sales script.

WhatsApp usor call +91 80958 58589

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We use your details only to reply to this enquiry. See the privacy policy.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Book the free audit
What should we be doing between January and April?
Answering, qualifying and booking May calls. Nothing else. Every firm that tries to launch a campaign in February abandons it by the second week.
Our partners disagree about the niche. Can we start anyway?
Start with the niche you already serve best, measured by revenue per client and by who refers you. The argument usually ends once the list is on the table.
Are we allowed to advertise this way?
Yes, within limits. The AICPA Code of Professional Conduct rules out false, misleading or deceptive promotion, and your state board adds its own conditions, including how the CPA title may be used. Commission and contingent fee restrictions also shape what may be promoted and to whom. Your state board has the last word and we write to it.
Do you do bookkeeping or tax preparation too?
No, and it is worth saying plainly, because that is what most firms cold-calling your practice are selling. We are a sales and marketing firm. We never touch a client return, a trial balance or client tax data, and we ask for no access to your tax software.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped in the free audit and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
Three to six months at a time. There is no twelve-month lock, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
Fixes to reply time, follow-up and your Google Business Profile usually show in weeks, because the enquiries already exist. Ads show in days once follow-up is ready. SEO and content take months. The audit tells you which applies to you.
Who will actually do the work?
The person you meet on the audit call. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
For the audit, last month's enquiries in any format and 45 minutes with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM, and time for the monthly review.
What if we are not happy with the work?
Tell us and the plan changes. Every month is reported against the baseline, so a number that is not moving is visible to both sides. Terms run three to six months at a time, and the refund and cancellation policy sets out the rest.

More for CPA and accounting firms

Everything else we would do for you.

Or start from the overview: sales and marketing for CPA and accounting firms.

Get a free audit of how you sell, and a scored report of where the work is.

Book a free audit
Book a free audit