Win more clients for your accounting firm, and stop answering the same questions twice.
We help your firm be found by small businesses and individuals who need an accountant, and take the repetitive intake questions off your team.
The real problem at an accounting firm
An accounting firm lives in cycles. During the weeks around a filing deadline the team has no time to answer a new lead, and the inquiry that arrives in that window is lost. In the quiet months there is time, but no one is doing marketing, so the pipeline for the next busy season is thin.
The questions are repetitive. "Which documents do I need?", "How much do you charge to open a company?", "Do you work with my kind of business?", "When is the deadline?" Each one is answered well by your team, and each one takes ten minutes that add up across hundreds of conversations.
The searches are also very specific. A new freelancer searches for how to register as a self-employed worker. A founder searches for the cheapest legal structure. Firms that publish clear, accurate answers to these questions earn the first conversation, and trust, before they have spoken to the client.
What fits an accounting firm
SEO and AEO blog
A calendar of articles tied to the real questions and deadlines of your clients, drafted by us, checked by your accountants and published ahead of each season. Accurate, dated and updated content is what builds trust in this field.
Local SEO
Pages for each service (bookkeeping, payroll, company formation, tax returns) and for the cities you serve, so a search for exactly one of them finds a page written for it.
WhatsApp AI agent
Answers the routine questions with the replies you approve, tells new clients which documents to prepare, qualifies the type of business and books an intro call. During deadline weeks it keeps leads warm until your team is free.
WordPress to fast website migration
If your site is an old template that is hard to update, we move it to a fast site where you can publish deadline notices and new articles easily, without losing the rankings you have.
Questions
Can the assistant answer tax questions?
It answers the routine ones you have approved, such as document lists, deadlines you have confirmed and how your engagement works. Anything specific to a client's situation goes to your team.
Can it collect documents from clients?
It can tell clients what is needed and where to send it, and route what arrives to the right person. We agree on a secure channel for documents with you, since chat is not always the right place.
Content on tax changes quickly. How do you keep it correct?
Each article is checked by one of your accountants before it is published, carries a date, and is updated when the rule changes, instead of leaving an outdated page live.
We have a steady client base. Is this worth it?
It helps most with the quiet months and with replacing clients you will lose over time. We start small and measure inquiries before expanding.
Tell us how you get customers today.
Three lines are enough. We reply by email, usually within one business day, and say honestly whether we can help.
Message received.
We read every request and reply by email, usually within one business day.