Questions
Straight answers for conservative firm owners.
Clear, practical answers to the questions we hear most from CPA firms before they choose a marketing partner.
Most concerns are reasonable: reputation, compliance, lead quality, and wasted spend. Here is how we handle them.
If something feels unclear, we would rather answer it directly.
Common questions
Ordered from most common to least common. Use the search box to jump directly to what you need.
No. We work month to month. If the work is not useful, you should be able to stop.
A short Visibility Plan of your website and local presence, a prioritized list of fixes, and the first 30 days of recommended work.
Tracking and intake clarity can improve quickly. Local visibility and search rankings usually take longer because they depend on external signals and competition.
Calls, form submissions, booked consults when available, and the steps that lead to them. We avoid vanity metrics unless they connect to inquiries.
Yes. We manage categories, services, photos, reviews guidance, and ongoing profile hygiene with a written change log.
If paid search makes sense for your firm, yes. We start conservative, track calls properly, and focus on lead quality over volume.
We tune targeting, landing pages, intake forms, and call handling guidance. We also add filters and negative keywords where appropriate.
Yes. We handle location pages, listings consistency, and local visibility basics for each office.
You do. We set everything up in your name and make sure you retain access to Google, tracking, and ad accounts.
Yes, but only what is useful. Service pages, location pages, and FAQs written to answer real fit questions clearly.
Not as a default. For CPA firms, social is often secondary to Maps, search, and intake clarity. We can support it when there is a clear reason.
A monthly update that is easy to understand and easy to forward internally. Clear priorities, what changed, what it did, and what is next.
Yes. We improve what is already there when possible. If the foundation is weak, we will tell you and propose minimal changes first.
We can, but we prefer focused improvements that increase inquiries and trust. A full rebuild is only recommended when it is necessary.
We avoid aggressive claims, fake reviews, and any tactics that create compliance or reputation problems. Conservative positioning is built in.
No. We use ethical review requests and guidance that respects platform rules.
Pricing depends on scope, locations, and whether paid search is included. After the visibility plan, you get a clear monthly scope and cost.
Sometimes, when there is significant foundational cleanup. If so, it is explained in advance and tied to specific what you get.
Exclusively tax advisors and CPA firms in the United States.
Yes. We plan around seasonality, protect capacity, and focus on high intent inquiries when demand spikes.
No. No serious firm should. What we do guarantee is clear work, clear reporting, and accountable execution.
You can expect a monthly review and a clear point of contact. extra check ins can be added if your team prefers.
Yes, when needed. Lead quality often depends on how calls and forms are handled.
Usually. We work with common setups and can track booked consults when your system supports it.
Yes. Call tracking is a core part of lead quality and attribution for CPA firms.
No, when implemented correctly. We use methods that preserve NAP consistency and avoid SEO problems.
Google Analytics, Search Console, Looker Studio, call tracking, and listing tools as needed. We keep the stack lean and readable.
We use your accounts, request only what we need, and document everything. Access can be revoked at any time.
Only with your approval. We keep language conservative, accurate, and aligned with how CPA firms should communicate.
Yes when it matters. Consistency across major directories helps local visibility and reduces confusion.
Sometimes, but they are often overused. We focus on on site clarity, local signals, and trust content before link work.
Yes, within reason. Indexing, speed basics, site structure, and fixing issues that block visibility.
We address obvious performance issues and focus on changes that affect user experience and conversions.
Yes. Most CPA sites lose leads due to unclear service pages, weak calls to action, and confusing intake steps.
We work only with CPA firms, we keep positioning conservative, and we focus on trackable work with reporting you can use.
Yes, when running paid search. Each page is built to qualify prospects and reduce unqualified inquiries.
Only when it fits. Many CPA firms get better returns from search and local visibility first.
Usually, yes. We can adjust scope based on seasonality and your capacity.
We keep a simple priority list and execute the highest impact items first. You always know what we are working on.
Yes. We review local competitors to understand what is working in your market and what you actually need to match.
Access to your site, Google Business Profile, and tracking. If you do not have them set up, we help you set them up cleanly.
Yes. We can coordinate with your web developer, IT, or internal team when needed.
Yes for audits and specific fixes. Ongoing work is recommended when you want consistent improvement and reporting.
We make changes carefully and keep backups. If an issue is caused by our change, we fix it quickly.
We can help with review strategy and response guidance. We do not engage in tactics that create platform risk.
We use conservative language, confirm services and claims with you, and avoid anything that could be misleading.
Yes. We make sure forms are measurable, reduce spam where possible, and tie submissions to the right pages and sources.
Yes. We can align pages, ads, and local messaging around the services you want more of, while keeping claims accurate.
No. We treat your information as confidential and only use access to perform the agreed work. We do not sell or share data.
Both. Many firms serve a local area, while others serve multiple states. We align the strategy to how your firm actually sells and delivers.