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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 against the baseline taken at the start.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of cpa and accounting firms at work in the United States

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.

Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

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 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, so every later report has an honest comparison.

Read the full integrated marketing campaigns page

Where a firm starts

A CPA firm starts by choosing the niche and the work it wants more of before it spends on anything.

The niche in one sentence
Write who you serve and what you do for them, such as dentists' accounting. Use it on the site and profile.
A page for the niche
Explain the common problems, the work you do and how engagement starts. Check it appears for a search from that client.
Work the firm will not take
Write down the client types and work you decline, and share it with the staff. Review it at each renewal.
Engagement letters and fee notes
Prepare plain letters showing scope and fee basis, so a prospect understands before the first meeting.
Referrer list
List the bankers, attorneys and planners who send work, and tell each what you want more of.
What to leave until later
Leave paid search and several social channels until the niche page and referrer list exist. Busy season is the wrong time to launch.

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

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the digital marketing work runs

  1. 1

    Understand the objective

    We agree the one thing this campaign needs to achieve before choosing any channel.

  2. 2

    Audit available channels

    We assess which channels are realistic to run well within the budget and timeline.

  3. 3

    Strategise the central idea

    One message and offer is developed that will work across every planned channel.

  4. 4

    Implement across channels

    Each channel receives its own adapted version, launched on a shared timeline.

  5. 5

    Measure as one campaign

    Results from every channel are combined into a single report against the original objective.

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 later 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 guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. 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.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
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.
Should we use LinkedIn or a newsletter first?
Choose the one your target client already reads, and one only. A short note for the niche, sent when there is something useful to say, is often easier to sustain than a posting routine. Record replies and meeting requests from it.
How do we release the clients who no longer fit?
Write a courteous note, give a handover period, and suggest a firm better suited. Check the professional rules on ending an engagement. Do it before the next busy season so capacity is freed for the niche.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for CPA and accounting firms

Everything else we would do for you.

Closest to this: strategy and research

Also for CPA and accounting firms

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

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need