Accounting Marketing That Fills Your Roster.
Help your firm win the "accountant near me" and specialty searches happening across your market, capture demand through tax season, and attract the higher-value advisory clients that grow your practice year round.
Years experience
Clients served
Boutique agency, work directly with the founder
People choose an accountant on trust, and they start with a search.
When a business owner outgrows their bookkeeper, a family faces a complicated return, or a startup needs real financial guidance, they search: "accountant near me," "CPA for small business," or "tax advisor." Choosing an accountant is a trust decision, so the firm that shows up, looks credible, and has strong reviews wins the consultation. Accounting marketing is how you own that moment, and how you smooth out the feast-and-famine cycle around tax season. It is one focus within our broader professional services marketing work, and for firms across Long Island and the wider metro it is tuned to how accounting clients actually search, compare, and choose.
What we typically see when we audit an accounting firm.
Accounting and CPA firms tend to have the same fixable gaps. Closing them is usually where the fastest, most durable client growth comes from.
A free consultation shows you exactly which of these are costing your firm new clients.
Get a Free Marketing Consultation- The firm does not rank in the map pack for core searches like "accountant near me," "CPA," or "tax preparation" in the towns it serves.
- Marketing goes quiet outside tax season, so the pipeline swings from overwhelmed in the spring to slow the rest of the year.
- Google reviews are thin or stale, so the firm loses a trust-driven decision to a competitor with more recent five-star reviews.
- There is no content or positioning around higher-value advisory work, so the firm keeps attracting one-off, price-shopping tax prep.
- A clear niche or specialty is buried, so the firm blends in with generalists and competes with national online tax apps on price.
What we do for accounting and CPA firms.
Every service below is focused on one outcome: more of the right clients, year round. They work best together, from SEO and content that captures specialty searches, to paid search timed around tax season, to reputation management that earns the click.
Accounting and CPA SEO
Rank in the map pack and top results for the near-me and specialty searches happening in your market. We optimize your Google Business Profile, build local citations, and create pages for each service and specialty you offer.
- Local SEO and map pack rankings
- Google Business Profile optimization
- Specialty and service keyword targeting
- Service and service-area pages
Google Ads for Accountants
Put your firm in front of high-intent clients the moment they search, and scale up around tax season. We build and manage campaigns focused on the higher-value services and specialties you actually want.
- High-intent service and specialty campaigns
- Tax-season scaling and scheduling
- Call tracking and conversion reporting
- Budget-conscious campaign management
Accounting Firm Website Design
Your website is where credibility is won or lost. We design and optimize accounting sites to load fast on mobile, build trust, and make requesting a consultation effortless for a prospective client.
- Conversion-focused, credible design
- Mobile speed and Core Web Vitals
- Consultation forms and clear calls to action
- Service, specialty, and partner bio pages
Reputation Management
Reviews decide who gets the call for a trust-based decision. We build a steady, genuine flow of Google reviews for the firm and its partners, respond professionally, and monitor your reputation across the platforms clients check.
- Review growth for firm and partners
- Client feedback automation
- Reputation monitoring across platforms
- Review response strategy
Tax and Advisory Content
Authority content answers the questions clients ask before they call and demonstrates expertise beyond basic tax prep. It builds trust, wins higher-value advisory work, and strengthens every other channel.
- Tax and advisory guides and FAQs
- Specialty and industry-niche content
- Seasonal and question-based topics
- Authority and E-E-A-T signals
AI and Lead Capture
The firm that responds first often wins the client. We build automated workflows that follow up with new inquiries fast, route them to the right partner, and keep prospects engaged until the consultation is booked.
- Speed-to-lead follow-up
- New-inquiry routing and reminders
- Consultation booking workflows
- Client retention and referral campaigns
Built for every kind of accounting firm.
Accounting is not one market. A small-business bookkeeping practice attracts different clients, and different searches, than an advisory or high-net-worth tax firm. We tailor strategy to the client types and revenue you want more of.
Get a Free Marketing Consultation- Small Business and Bookkeeping: Reach owners searching for a local partner for the books, payroll, and monthly financials.
- Tax Preparation and Planning: Capture seasonal demand and turn one-off returns into ongoing planning relationships.
- Advisory and CFO Services: Attract higher-value retainer clients who want strategic financial guidance, not just compliance.
- Industry-Niche Accounting: Stand out for specialties like real estate, medical, construction, or e-commerce accounting.
- Individual and High-Net-Worth Tax: Reach clients with complex returns who value expertise and discretion over a national app.
- Multi-Partner and Multi-Location Firms: Rank every office and specialty in its own market rather than diluting one generic strategy.
What accounting firms need to grow.
Sustainable firm growth is not built on one tactic. It takes six interconnected elements working together. A gap in any one of them limits the return on everything else.
Visibility
Clients cannot hire a firm they cannot find. Ranking in the map pack and top results for local and specialty searches is the foundation everything else builds on.
Reputation
A recent, plentiful review profile for the firm and each partner converts searchers into callers and signals trust to Google's local ranking algorithm.
Client Acquisition
SEO and seasonally timed paid search working together create a predictable pipeline of the client types you want rather than relying on referrals alone.
Advisory Growth
Positioning and content that move you upmarket from commodity tax prep to higher-value advisory and retainer relationships that last all year.
Retention and Referrals
Staying in front of existing clients with helpful, timely communication drives the retention and word-of-mouth referrals that fuel steady growth.
Analytics
Clear reporting on which services, specialties, and channels drive new clients lets us double down on what works and stop spending on what does not.
"Accounting is a trust business with a seasonal rhythm, and both change how you have to market. The firms that grow are the ones that show up for the right searches, earn trust quickly with strong reviews, and use the quiet months to build advisory relationships instead of chasing one-off returns. Get those fundamentals right and you grow steadily all year, not just every April."
Lee Sommers
Founder, Sommers Marketing Group
Why accounting firms work with Sommers Marketing Group.
Sommers Marketing Group is led by Lee Sommers, with more than nineteen years of experience and over three hundred clients served across professional services and local industries. We are a boutique agency, so you work directly with the strategist doing the work, not a rotating team of account managers.
Professional services expertise
We understand seasonal demand, the shift from compliance to advisory work, trust-driven decisions, and the national online services that make accounting marketing different from retail.
Data-driven strategy, not guesswork
Every decision is grounded in what the data says about your market, your competitors, and what is actually driving new clients for firms like yours.
Transparent reporting
You always know what we are working on, what is moving, and what the numbers mean. No black-box reporting, no vanity metrics.
No cookie-cutter campaigns
Your firm is not a template. Your services, specialties, service area, and growth goals shape every strategy we build.
Focus on measurable ROI
We tie marketing to the outcomes that matter for an accounting firm: qualified inquiries, booked consultations, new clients, and long-term revenue.
How we start.
Free marketing consultation
We review how your firm appears in local search, where competitors are outranking you, and the fastest path to more of the right clients for your situation.
A custom strategy
You get a straightforward plan built around your services, specialties, seasonality, and budget. No jargon, no pressure, no generic package that was built for someone else.
Execution and reporting
We do the work, report on what is moving, and adjust as your visibility and client volume grow. You stay informed without having to manage the details.
Common questions about accounting firm marketing.
How does accounting and CPA SEO work?
Accounting SEO improves how your firm appears in Google results and the local map pack when people search for help like "accountant near me," "CPA for small business," or "tax preparation." It involves optimizing your Google Business Profile, building local citations, earning reviews, and creating pages for each service and specialty you offer so you rank for the searches that turn into clients.
How long does accounting firm SEO take to show results?
Most firms begin seeing measurable movement in local rankings and inquiry volume within three to six months of consistent work. Timelines depend on your market and specialties, but the results compound over time as your authority, content, and reviews build, and a strong position going into tax season pays off for months.
Are Google Ads worth it for accounting and CPA firms?
Yes, especially for higher-value services like advisory, business accounting, and specialty tax work, and for capturing demand during tax season. Ads deliver immediate visibility for the client types you want, while SEO builds over time, and disciplined targeting keeps spend focused on the searches that convert rather than one-off, low-value prep.
How do you handle the seasonal spike in tax-season demand?
We plan campaigns around your calendar: scaling paid search and content ahead of and through tax season to capture the surge, then shifting emphasis to advisory, business, and retention marketing in the off months. That keeps new clients coming year round instead of a feast-and-famine cycle tied to April.
How do you attract higher-value advisory clients instead of one-off tax prep?
We build content, landing pages, and campaigns around advisory, CFO, and business-accounting services rather than commodity tax prep, and target the searches and audiences that signal higher-value intent. Combined with a strong review profile and clear positioning, that helps you move upmarket and win retainer relationships, not just seasonal returns.
How do you get more reviews for a CPA firm?
We set up an automated system that invites satisfied clients to leave a Google review at the right moment, for both the firm and individual partners. We make it simple for happy clients, monitor new reviews, and build a response strategy so your profile keeps growing, because for a trust-based decision like choosing an accountant, reviews often decide who gets the call.
Can you help us compete with national online tax services?
Yes. Local firms win by being more trusted and more relevant for specific needs than a national app: real relationships, specialty expertise, and advisory value that software cannot match. We build hyperlocal and specialty content, a strong review profile, and messaging that highlights the personal, higher-value service that sets you apart.
Do you work with firms that have a niche or industry specialty?
Yes, and specialization is an advantage. If you focus on a niche like real estate, medical practices, construction, or small-business accounting, we build content and campaigns around those specialty terms so you stand out from generalist firms and attract the exact clients you serve best.
What does accounting firm marketing actually include?
A typical program covers local and specialty SEO, Google Business Profile optimization, review generation for the firm and partners, tax and advisory content, paid search timed around your season, website and conversion improvements, consultation lead capture and follow-up automation, and monthly reporting tied to new client inquiries.
Ready to grow your accounting firm?
Let's build a marketing strategy that brings in more of the right clients, wins the searches happening in your market, and keeps your pipeline full through tax season and beyond. No obligation, no pitch deck.
Prefer to call?
631-496-1600. Monday to Friday, 9am to 6pm ET.
One business day response
Every reply comes directly from Lee, no auto-responders, no junior intake.
Schedule your free consultation
A few details help Lee come prepared with a useful answer specific to your firm, not a generic pitch.