CPA firm marketing that attracts better-fit clients

We help CPA and accounting firms attract better-fit tax, audit and advisory clients through local search, industry niche pages, LinkedIn and email that respects confidentiality.

  • Niche pages for your best client types
  • Campaigns planned around deadlines and the off-season
  • Client data handled within confidentiality rules

// Free proposal

Your free CPA firm marketing proposal

Tell us about your business. We’ll review your site and market and send a plan with what we’d do first.

Or call +1 562-537-6936, Monday–Friday 8am–5pm Pacific.

// Trusted by

  • Anthelion Helicopters
  • Long Beach Water Department
  • SCAN Health Plan
  • USO
  • Wiley X
5.0 ★21 Google reviews
2006Founded
200+Clients
4Regions

CPA digital marketing helps accounting firms attract clients who fit their services, from individual tax filers to businesses that need audit, bookkeeping or advisory work. TLG Marketing builds local search visibility and industry niche pages, runs LinkedIn and email programs, writes content around tax deadlines, and plans every campaign with professional ethics and client confidentiality in mind.

How clients choose an accountant

Individuals usually look for a CPA when life gets complicated: a new business, a home sale, an inheritance or a notice from a tax agency. Business owners want someone who understands their industry and responds quickly, and they often switch firms after a missed deadline or a slow reply. Both groups ask for referrals, then check reviews, credentials and the firm’s website before they call. Tax searches peak around filing deadlines, while advisory and audit work can be marketed all year.

Channels that work for accounting firms

  • Local search. Google Business Profile and office pages through our local SEO work, so nearby clients find you for tax, bookkeeping and payroll searches.
  • Niche industry pages. Pages for the industries you serve best, such as construction, medical practices, real estate investors or nonprofits.
  • LinkedIn. Partner profiles, posts on tax changes and LinkedIn outreach to business owners and CFOs in your target industries.
  • Email. Deadline reminders, tax law updates and advisory offers sent through our email marketing service.
  • Referral partners. Content and co-hosted events with attorneys, bankers and financial advisors who send you work.

Professional standards that shape CPA marketing

Accounting firms market under ethics rules from the AICPA and state boards of accountancy, which prohibit false or misleading advertising and control use of the CPA title and firm names. Tax practitioners also follow IRS standards on advertising and solicitation, and rules on commissions and referral fees vary by state. Client information is confidential, and tax return data carries federal consent requirements before it can be used in marketing. Your firm decides how those rules apply, and we keep client data out of campaigns unless your policy permits it.

What TLG delivers

Our developers build fast websites with links to your client portal, online booking and call tracking. Reports show consultation requests by service and industry niche, so partners can see which kinds of work marketing brings in.

// How it works

One team, one plan, measured results

  1. Discovery

    We learn your customers, margins and goals, and look at what is working today and what isn't.

  2. Plan

    You get a channel plan: which mix of search, ads, website and social fits your budget, and what to do first.

  3. Launch

    Our team builds the pages, campaigns and tracking, so every call and form is counted from day one.

  4. Report and improve

    Regular reports on spend, leads and cost per lead, with budget moved toward what performs.

// Client reviews

Rated 5.0 from 21 Google reviews

What clients say about working with us, in their own words.

  • ★★★★★

    “…it was one of the most efficient conversations I’ve ever had. Knowledgable, thoughtful, reasonably priced - highly recommend TLG Marketing”

    Alec ColemanGoogle Ads and Merchant Center

  • ★★★★★

    “They are unbelievably efficient and always so customer service/satisfaction oriented.”

    Sharon KuyperWebsite development and accessibility compliance

  • ★★★★★

    “I had a fantastic experience working with Evan Lamont and his awesome team at TLG Marketing as our outsourced Marketing Team.”

    Fred CooperOutsourced marketing team

Read all 21 reviews on Google More reviews

// What’s included

Everything marketing needs, under one roof

Strategy, development, content and reporting from one team, so nothing falls between agencies.

  • SEO

    Rankings for the searches your customers make, in Google's map results and organic listings.

  • Paid ads

    Google, Facebook and LinkedIn campaigns built around cost per lead.

  • Web design

    Fast, clear websites designed to turn visitors into inquiries.

  • Social media

    Profiles and posts that make your business look active and trustworthy.

  • Reputation

    Google Business Profile, reviews and listings managed in one place.

  • Tracking and reporting

    Calls, forms and bookings traced back to the channel that produced them.

// Questions

CPA firm marketing: common questions

Can we send marketing emails to our existing tax clients?

Often, with care. Federal rules restrict using tax return information for other purposes, including marketing, without the client’s consent. We build lists and segments the way your firm’s policies allow, and your firm decides what client data can be used.

Should our firm specialize in an industry niche?

Firms that focus on a few industries, such as construction, dental practices or nonprofits, usually find marketing easier because their pages and messages speak to a specific client. We help you choose niches based on your current client base and build pages for each one.

Can marketing help us hire staff as well as find clients?

Yes. Recruiting is a steady challenge for accounting firms, so we build career pages, LinkedIn content about your culture and job campaigns that reach students and experienced accountants.

How much does digital marketing cost?

It depends on your market, your goals and which channels you need. Tell us your monthly budget on the form and we'll recommend the mix that budget can support.

Do I need every channel?

No. Many businesses start with one or two channels, usually search and a better website, and add more once those produce leads.

How do you report results?

You get regular reports on spend, leads and cost per lead by channel, so you can see what each dollar produced.

Call us Get a proposal