For Accountants, CPAs & Bookkeepers
Tax Season Fills Your Books. What Fills the Rest?
Your best clients came from referrals. But referrals don't scale, don't run year-round, and don't find you when someone's searching at 10pm before tax deadline. A system does.
68%
of new accounting clients come from online search — not referrals
$3K–$12K
average annual client value for SMB accounting
4 months
of peak revenue — then the pipeline dries up
THE REVENUE GAP
Why Accounting Practices Feast and Famine
Tax season is chaos. The rest of the year is silence. Without a system generating leads and nurturing referrals year-round, your revenue depends entirely on the calendar.
Pipeline Dries Up After Tax Season
April 30th passes and the phone stops. No bookkeeping inquiries, no corporate filing leads — because there's no system running in the background to generate them.
Referrals You're Not Capturing
Satisfied clients recommend you constantly — but verbally. No review. No Google mention. When their contact searches online for an accountant, they find someone else with 48 reviews to your 6.
Missing High-Intent Searches
'Small business accountant near me.' 'Corporate tax CPA [your city].' 'Bookkeeper for contractors.' People searching these terms are ready to engage — going to whoever ranks first.
After-Hours Inquiries Going Cold
A business owner panics about payroll at 8pm and fills out your contact form. You reply the next morning. They already booked a consultation with a firm that responded automatically that evening.
SOLUTION
Year-Round Clients. Not Just Tax Season.
We build the lead generation and referral automation system that fills your practice all 12 months — not just the four that keep you busy enough to ignore marketing.
Credibility: A Site That Wins Trust
A professional website positioning you as the go-to accounting expert for your ideal client type — SMB, corporate, trades, contractors — with a clear path to booking.
Visibility: Rank for Year-Round Searches
SEO and AEO targeting accounting searches beyond tax season — bookkeeping, payroll, corporate filing, succession planning — so you're found when clients need you, not just in March.
Referrals: Turn Clients into a Referral Engine
Automated review requests convert satisfied clients into Google advocates. AI CRM tracks every referral opportunity and follows up before it goes cold.
Pipeline: Never Miss an Inquiry
Your AI responds to every inquiry the moment it arrives — night, weekend, or tax deadline eve — qualifying the prospect and booking the consultation automatically.
FEATURES
Built for Accounting Practices
Year-Round SEO & AEO
We target accounting searches across every service type — not just tax prep. Bookkeeping, payroll, HST filing, corporate returns, financial planning. Your visibility runs 12 months, not four.
Referral-to-Review Automation
After every engagement, your AI sends a perfectly timed review request. Verbal referrals become Google reviews. Your profile grows consistently without you asking a single client manually.
24/7 Inquiry Response
Business owner panicking about payroll at 9pm? Your AI responds instantly, captures their information, and books the consultation — so you wake up to confirmed appointments, not missed opportunities.
Seasonal Campaign Automation
Targeted campaigns timed to the accounting calendar — personal tax season, corporate filing deadlines, year-end planning, Q1 bookkeeping catch-up. The right offer at exactly the right time.
Google Ads for Accounting Searches
Paid campaigns targeting SMB owners, contractors, and professionals searching for accounting services in your area — with full ROI tracking through XpertzHUB.
XpertzHUB Live Dashboard
See every lead source, consultation booking, review, and revenue figure in real time. Know which services are generating the most inquiries — and which seasons need more pipeline support.
PROOF BAR
The Proof is in the Numbers
More year-round inquiries in 90 days
New Google reviews in first 90 days
Average additional annual revenue per new client stream
Average additional annual revenue per new client stream
TESTIMONIALS
PACKAGES
Choose Your Coverage Package
Both packages include full setup, XpertzHUB dashboard, and a dedicated account manager. No lock-in contracts.
Visibility
$997 /month
Build year-round online presence & referral system | $997/mo | Setup: $497 one-time
✔ Professional accounting practice website
✔ Year-round SEO / AEO — Starter tier
✔ Google Business Profile management
✔ Citation & directory listings (70+ directories)
✔ Automated review & referral generation
✔ AI Chat — 24/7 inquiry response
✔ XpertzHUB real-time dashboard
✔ Monthly performance report
Domination
$1,297/mo
Most Popular
Full pipeline — year-round leads + seasonal campaigns | $1,297/mo | Setup: $697 one-time
✔ Everything in Visibility, plus:
✔ Seasonal campaign automation (tax, year-end, Q1)
✔ Google Ads — accounting service targeting
✔ SEO / AEO — Growth tier
✔ AI Receptionist (24/7 consultation booking)
✔ AI CRM — prospect nurture & follow-up
✔ Dedicated account manager
✔ Quarterly strategy review
Your Best Clients Shouldn't Only Come in April.
Book a free 30-minute discovery call. We'll map a year-round lead strategy for your practice and show you exactly what a full pipeline looks like outside tax season.
Free strategy session. No commitment. No pitch deck.