Running a CPA firm means you’re constantly balancing client needs, deadlines, and compliance work. Marketing your firm probably isn’t what excites you most, but it’s what ensures the right people actually find you. Without a clear CPA firm marketing strategy, you risk being invisible to the businesses and individuals who need your expertise most.
Many CPA firms fall into one of two traps:
The good news? You don’t need a huge ad budget or complex campaigns. Effective CPA firm marketing is about being consistent, personal, and strategic.
At its core, CPA firm marketing has one goal: help the right clients find you and feel confident reaching out.
That confidence comes from seeing your name, reading your content, or visiting your site and thinking, “This firm understands my situation.”
Your marketing doesn’t need to be everywhere, it just needs to be in the right places with the right message. Strong CPA firm marketing usually includes:
If you specialize in helping small business owners stay tax-ready, or if you guide individuals through IRS letters, say that plainly. Specificity attracts the right people faster.
If you’re overwhelmed by where to start, focus on three simple steps that will build a strong foundation:
Email marketing is one of the most powerful tools for CPA firms. A monthly newsletter or tip keeps you top of mind without overwhelming your audience. For example:
“If your quarterly taxes snuck up on you this month, you’re not alone. Here’s a quick checklist to make Q4 smoother…”
This kind of content reminds clients you’re proactive and approachable.
LinkedIn is where many business owners and professionals spend time. Sharing one post a week or even a few times a month is enough to establish presence. Example:
“Wrapped up payroll cleanup for a client today. It took 2 hours and will save them 5 every month moving forward. That’s why I love this work.”
Stories like these are relatable and show the real impact of your work.
Your website should instantly answer three questions:
Include something personal on your site, like a photo of yourself or a short note about why you love what you do. Even small touches like this make your firm feel approachable and real, which builds trust faster than design alone.
The most effective marketing is often the most straightforward. People searching for a CPA firm don’t want complicated tax jargon. They want to feel confident that you understand their challenges and can guide them through them.
Here are some simple, trust-building lines you could use in emails, on your website, or in social media posts:
These statements feel like a conversation, not a sales pitch. That’s what resonates with potential clients.
Once you’ve built the basics, you can grow your strategy by adding more touchpoints:
These layers amplify your reach without requiring you to become a full-time marketer.
CPA firm marketing doesn’t have to be overwhelming. By focusing on simple, personal, and consistent actions, you make it easy for clients to find you, understand you, and trust you.
You don’t need daily posts or flashy campaigns. You just need marketing that feels authentic and builds relationships.
If your current marketing doesn’t feel like you, or worse, if it isn’t helping people discover you, it’s time to adjust.
Want help creating a CPA firm marketing strategy that works?
Book a demo with a Levitate expert and see how we make marketing simple, personal, and effective.
We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.
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