Focused services for CPA firms

Services that build visibility and trust

A focused set of services designed to improve visibility, convert visits into calls, and keep your message consistent across the web.

Built for CPA firms in the United States

Conservative tone, clear positioning, and reporting that is easy to understand. No noise, no “shortcuts”, just dependable execution and simple next steps.

What is included

This page is detailed on purpose, but you do not have to read it all. Use the sections below and open what matters.

Local visibility

Show up when someone searches for tax help in your area.

Most CPA leads start with Maps. We clean up the signals that control whether you appear, and we maintain them consistently.

Category alignment, services, photos, posts when useful, and ongoing profile hygiene. We document changes so you are not guessing what happened.

Consistency across listings, duplicate cleanup when needed, and basic local authority work that improves stability over time.

Ethical review requests and lightweight tracking. No review gating, no buying reviews, no games that create reputation risk.

Website clarity

Your website should answer fit questions fast and make intake simple.

CPA prospects scan. We design pages to be easy to read, conservative in tone, and clear about who you help.

Rewrite and restructure pages so visitors understand your services, who you are a fit for, and what to do next in one pass.

Forms, calls, and expectation setting. The goal is fewer low-fit submissions and cleaner handoff to your team.

Speed, structure, headings, internal links, and content alignment. Nothing fancy, just the fundamentals done correctly.

Paid search

Only when it makes sense, and only when it is controlled.

Paid search is optional. When we do it, we keep messaging conservative, budgets bounded, and lead quality monitored.

We focus on high-intent terms, careful match types, and negative keyword discipline to reduce junk traffic.

Simple pages that support one offer and one action. Tracking is set up to measure inquiries without over-collection.

Clear limits, pacing, and quality checks. If lead quality drops, we adjust or pause.

Tracking + reporting

So you can see what changed, what worked, and what happens next.

We do not hide behind dashboards. You get a monthly summary that is easy to read, with decisions explained simply.

We set up the basics correctly: what counts as an inquiry, where it came from, and how it maps to your actual intake.

What we changed, what it did, what we learned, and what we are doing next. Written so it can be forwarded internally without edits.

We look at actual inquiry quality, not just clicks. If junk increases, we adjust messaging and filtering.

Monthly cadence

Predictable communication. No chasing updates. No guessing what the plan is.

One owner
You know who to contact and what they are responsible for.
One plan
We keep work focused and explain changes in an easy to understand way.
One monthly update
Clear progress, outcomes, and next steps. No guessing.
Monthly reporting and planning session
A predictable cadence designed for professional firms.
Week 1
Confirm priorities and start the highest impact work.
Weeks 2–3
Execute updates and adjust based on what we are seeing.
Week 4
Send the monthly summary and the next month plan.

Monthly what you get

  • Priority list for the month (what we are doing and why)
  • Website and listing updates (published and documented)
  • Inquiry tracking review (calls and forms)
  • Simple report with outcomes and next steps

Quality controls

  • Lead quality checks and intake tuning
  • Messaging review to keep claims conservative and accurate
  • Spam and junk inquiry filtering where possible
  • No surprise changes to your positioning

Guardrails

CPA firms should be careful about marketing. We avoid the things that create compliance risk or reputation damage.

We do not do this

  • No buying reviews, no review gating, no fake activity
  • No spammy backlink packages or “secret SEO” tactics
  • No aggressive claims or misleading promises
  • No taking over your brand voice without approval

We also avoid

  • No long contracts that lock you in while results are unclear
  • No dashboards that replace explanation
  • No posting for the sake of “activity”
  • No bloated retainers built on services you do not need

How we protect you

Conservative, compliant marketing approach for professional firms
  • Clear approvals before anything public goes live
  • Conservative language, no exaggerated claims
  • Documented changes and a simple audit trail

Start with a Visibility Plan

We will review your online presence and share what we find. No obligation.