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.
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.
68%
of new accounting clients come from online search
$3K–$12K
average annual client value for SMB accounting
4 months
of peak revenue — then the pipeline dries up
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.
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.