Tax season, advice and steady clients
Marketing for accountants
We help your accounting firm show up when people look for tax help nearby, and stay in touch with clients all year.
- years Offer has run digital marketing
- 20
- the year Optymizer was founded
- 2011
- call is always with Offer, the founder
- 1st
- service businesses are our only focus
- Local
Where clients get lost, and what we change
-
Before tax season
Where calls get lost
New clients find you too late.
What we change
Pages and posts on deadlines, ready before the rush.
-
After the return
Where calls get lost
Clients hear nothing for a year.
What we change
Short emails on what changes and when to plan.
-
On your website
Where calls get lost
Every service shares one page.
What we change
A page each for tax, bookkeeping, payroll and advice.
What your customers type
People search for tax help near them, and for answers to money questions all year. Content planned around the tax calendar answers those questions, SEO gives each service a page that ranks, and email keeps clients close between returns.
- “accountant near me”
- “tax preparer”
- “small business accountant”
- “bookkeeping services”
- “payroll services”
- “tax planning”
Our stack for accountants
-
Content marketing
Articles and pages planned around the tax calendar, so the answers people search for are live before the deadlines, not after.
-
SEO
A page for each service, from bookkeeping to tax planning, written so Google can match it.
-
Email marketing
Short notes on changes and deadlines that keep clients close between returns.
How the work goes
-
Step 1: A call with Offer
Tell Offer, the founder, which clients and services you want more of.
-
Step 2: Plan the calendar
A content plan around the deadlines, and a page per service.
-
Step 3: Publish, then check in
Pages, posts and emails, then a monthly look at your own data.
What the rules say
Tax practitioners advertise under Circular 230, which bars false or misleading claims and limits titles. Tax services is a Local Services Ads category, and Google's guidelines want a real office on the profile.
Enrolled agents, enrolled retirement plan agents, or registered tax return preparers, in describing their professional designation, may not utilize the term “certified”
Source: IRS Circular 230, 31 CFR 10.30
Illustrative
Questions accountants ask
Can you write about tax rules for us?
We write plain articles on the questions your clients ask, and your team checks every word before it goes live. You keep the final say.
How do I find clients outside tax season?
Pages and emails on bookkeeping, payroll and planning, which people need all year, plus reminders to past clients before key dates.
Should I run Local Services Ads?
Where they fit. Tax services is one of Google's Local Services Ads categories, and you pay only for leads. Offer will tell you on the first call whether they suit you.
Can you promise more clients?
No. Nobody can honestly promise clients or a top spot, and Google says there is no way to pay for a better local ranking. We work on what it weighs: relevance, distance and popularity.
How do you keep marketing within the rules?
We avoid any claim your designation does not allow, as Circular 230 requires, and your team approves every page before it goes live.
Talk to Offer before you decide anything.
You'll talk with Offer, not a sales rep. A short call, no pitch deck.
Pick a time on the contact page, or call. Offer will ask about your business, then tell you honestly what he'd do first.
