Your website lists services, not results.
"Tax preparation, bookkeeping, payroll" tells people what you do. It does not tell them why life is better with you.
Get more of the clients you want, all year long
Many firms are busy in the spring and quiet in the summer. Many also have clients who are a poor fit. They pay late, send papers at the last minute, or only want the lowest price. We help you attract the clients who value your work, and we help them say yes. We work with firms anywhere in the US by video call.
Apply for an alignment callWhat your clients really want
People do not hire a CPA for a tax return. They hire one for what the return gives them.
To get: fewer surprises, money kept that they would have lost, and someone who answers when they call.
To feel: calm. Taxes and money worries keep people up at night. They want to feel that it is handled.
What they value: trust, being on time, and plain answers. Business owners also value advice that helps them plan, not just a report on last year.
Where things break down for accounting firms
You sound like every other firm.
Many CPA sites use the same words and the same stock photos. When firms look the same, buyers pick on price.
You say yes to everyone.
If your marketing talks to everyone, you get everyone. That includes the clients who cost you the most time.
Your best service is hidden.
Many firms want more advisory and planning work. But the website still leads with tax returns, so that is what people buy.
Getting started is hard.
Long forms, unclear prices and slow replies make good clients go somewhere else.
How we fix it
We learn who your best clients are.
We look at who you like to work with, who pays well, and who stays. Then we learn what those people want to get and to feel.
We sharpen your packages and prices.
You know your services best. We help you package and price them so they are easy to understand and easy to buy. For example, a clear monthly plan for business owners, not a list of tasks.
We line up the firm.
Your website, ads and brand all speak to the clients you want. Your intake process matches what the website promises.
We cut the extra steps.
We make it simple to book a call, send documents, and get started.
The result: a great experience for clients, work you can plan around, and more profit on every client.
FAQ
How can a CPA firm get more clients outside of tax season?
Lead with year-round services such as planning, advisory, bookkeeping or monthly packages. Make them easy to understand and easy to buy on your website. Then aim your marketing at the clients who need help all year, such as small business owners.
How should an accounting firm website be different from its competitors?
It should speak to one clear type of client and the result they want. Say who you help best, what problem you solve, and what working with you is like. Use plain words and real photos of your team instead of stock images.
Can CPA firms advertise?
Yes. CPAs can advertise, but they must follow the rules of their state board of accountancy and professional standards. Ads must not be false or misleading.
How does a CPA firm attract better-fit clients?
Decide who your best clients are. Then build your offer, your pricing and your website around what those clients value. Clear packages and a simple start process help the right clients say yes. They also help poor-fit clients see that you are not for them.
What is an alignment call with Happy Avocado Marketing?
It is a conversation about your firm, your clients and your goals. We look at how your offer, your buyers and your firm fit together. Then we tell you honestly where they don't line up.